Purchases and Sales Made in Q3 2025 in Ishares Barclays 0 5 Year Tips (STIP)
This table provides information about the institutional ownership of Ishares Barclays 0 5 Year Tips (STIP) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES BARCLAYS 0-5 YEAR TIPS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.74K+ 75.16% |
$383K - $388K
|
8.71K
$896K
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
3.72K+ 36.46% |
$381K - $386K
|
13.9K
$1.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.65K+ 2.75% |
$374K - $379K
|
137K
$14M
|
|
|
Oct 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
3.53KNew |
$361K - $366K
|
3.53K
$363K
|
|
|
Nov 05, 2025
Q3 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
3.51K+ 5.42% |
$359K - $364K
|
68.2K
$7.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
3.5K+ 153.0% |
$358K - $363K
|
5.78K
$595K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.48K+ 2.18% |
$356K - $361K
|
163K
$16.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.47KNew |
$356K - $361K
|
3.47K
$357K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
3.44K+ 8.55% |
$352K - $357K
|
43.7K
$4.49M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
3.3KNew |
$338K - $343K
|
3.3K
$340K
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.29K+ 79.44% |
$337K - $342K
|
7.43K
$765K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3.27K+ 12.77% |
$335K - $339K
|
28.9K
$2.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.17KNew |
$325K - $330K
|
3.17K
$327K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
3.1K+ 32.35% |
$317K - $322K
|
12.7K
$1.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
3.09KNew |
$316K - $321K
|
3.09K
$317K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3.01K+ 15.59% |
$308K - $312K
|
22.3K
$2.29M
|
|
|
Nov 10, 2025
Q3 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.97K+ 0.58% |
$304K - $308K
|
518K
$53.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
2.93K+ 10.81% |
$300K - $304K
|
30K
$3.08M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
BUY
|
- |
2.9K+ 43.94% |
$297K - $301K
|
9.5K
$977K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.88K+ 19.89% |
$295K - $299K
|
17.4K
$1.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.86K+ 48.91% |
$292K - $297K
|
8.69K
$894K
|
|
|
Nov 05, 2025
Q3 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
2.85K+ 1.3% |
$292K - $296K
|
222K
$22.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.64KNew |
$270K - $274K
|
2.64K
$271K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.6K+ 6.01% |
$266K - $270K
|
45.9K
$4.72M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.6K+ 4.26% |
$266K - $270K
|
63.6K
$6.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.57K+ 2.54% |
$263K - $267K
|
104K
$10.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.51K+ 4.77% |
$257K - $260K
|
55K
$5.66M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.48K+ 8.2% |
$254K - $257K
|
32.7K
$3.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.42KNew |
$248K - $251K
|
2.42K
$249K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.32KNew |
$238K - $241K
|
2.32K
$239K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.28K+ 6.26% |
$233K - $237K
|
38.7K
$3.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.28K+ 121.08% |
$233K - $236K
|
4.15K
$427K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.24K+ 30.37% |
$230K - $233K
|
9.63K
$991K
|
|
|
Oct 31, 2025
Q3 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2.18K+ 1.69% |
$223K - $226K
|
132K
$13.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
2.16KNew |
$221K - $225K
|
2.16K
$223K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.15K+ 4.24% |
$220K - $223K
|
52.8K
$5.44M
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
BUY
|
- |
2.14KNew |
$220K - $223K
|
2.14K
$221K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.14KNew |
$219K - $222K
|
2.14K
$220K
|
|
|
Nov 06, 2025
Q3 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
2.1K+ 5.5% |
$215K - $218K
|
40.3K
$4.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2.09K+ 17.33% |
$214K - $217K
|
14.1K
$1.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.06KNew |
$211K - $214K
|
2.06K
$212K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.05KNew |
$210K - $213K
|
2.05K
$211K
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.03K+ 10.66% |
$208K - $211K
|
21.1K
$2.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
2.02KNew |
$207K - $210K
|
2.02K
$208K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.83K+ 19.67% |
$188K - $190K
|
11.1K
$1.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.81K+ 17.07% |
$185K - $188K
|
12.4K
$1.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.78K+ 9.13% |
$182K - $185K
|
21.3K
$2.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
1.78K+ 58.67% |
$182K - $185K
|
4.81K
$495K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.75K+ 4.37% |
$179K - $181K
|
41.7K
$4.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.72K+ 27.19% |
$176K - $179K
|
8.06K
$829K
|