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 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.72K+ 70.25% |
$176K - $178K
|
4.16K
$428K
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.68K+ 2.58% |
$172K - $174K
|
66.6K
$6.85M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.64K+ 3.19% |
$168K - $170K
|
53K
$5.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.6K+ 1.04% |
$164K - $166K
|
155K
$16M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.57K+ 6.72% |
$161K - $163K
|
24.9K
$2.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
1.57K+ 29.9% |
$161K - $163K
|
6.81K
$701K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.55K+ 33.39% |
$158K - $161K
|
6.18K
$635K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.54K+ 11.45% |
$157K - $160K
|
15K
$1.54M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.51K+ 0.86% |
$155K - $157K
|
178K
$18.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.49K+ 22.5% |
$152K - $155K
|
8.1K
$834K
|
|
|
Nov 07, 2025
Q3 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1.45K+ 6.11% |
$148K - $151K
|
25.2K
$2.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.44K+ 8.19% |
$148K - $150K
|
19K
$1.96M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 6.5% |
$143K - $145K
|
22.9K
$2.36M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.4K+ 39.72% |
$143K - $145K
|
4.91K
$505K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.39K+ 29.93% |
$142K - $144K
|
6.02K
$619K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.38K+ 28.24% |
$141K - $143K
|
6.26K
$644K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.35K+ 28.74% |
$138K - $140K
|
6.06K
$623K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.32K+ 10.49% |
$135K - $137K
|
13.9K
$1.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.31K+ 5.87% |
$134K - $136K
|
23.6K
$2.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
1.3K+ 9.68% |
$133K - $135K
|
14.7K
$1.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.27K+ 39.43% |
$130K - $131K
|
4.47K
$460K
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
1.24K+ 1.17% |
$127K - $129K
|
107K
$11M
|
|
|
Oct 14, 2025
Q3 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.24K+ 2.29% |
$127K - $129K
|
55.2K
$5.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.23K+ 4.24% |
$126K - $128K
|
30.2K
$3.11M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.2K+ 2.16% |
$123K - $124K
|
56.7K
$5.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
1.16K+ 2.8% |
$119K - $121K
|
42.8K
$4.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
1.15K+ 1.08% |
$117K - $119K
|
107K
$11M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.13K+ 19.95% |
$115K - $117K
|
6.76K
$696K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.09K+ 18.13% |
$112K - $114K
|
7.13K
$733K
|
|
|
Nov 04, 2025
Q3 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
1.03K+ 5.76% |
$106K - $107K
|
19K
$1.95M
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
1.03K+ 7.6% |
$105K - $107K
|
14.6K
$1.5M
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
1.01K+ 6.49% |
$104K - $105K
|
16.6K
$1.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
992+ 22.89% |
$102K - $103K
|
5.33K
$548K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
962New |
$98.5K - $99.9K
|
962
$99K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
945+ 17.89% |
$96.8K - $98.2K
|
6.23K
$641K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
944+ 8.89% |
$96.7K - $98.1K
|
11.6K
$1.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
915+ 5.16% |
$93.7K - $95.1K
|
18.6K
$1.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
905+ 1.98% |
$92.7K - $94K
|
46.5K
$4.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
886+ 15.92% |
$90.7K - $92K
|
6.45K
$664K
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
865+ 4.17% |
$88.6K - $89.9K
|
21.6K
$2.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
856New |
$87.7K - $88.9K
|
856
$88.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
848+ 46.11% |
$86.8K - $88.1K
|
2.69K
$276K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
842+ 7.07% |
$86.2K - $87.5K
|
12.7K
$1.31M
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
835+ 6.42% |
$85.5K - $86.7K
|
13.8K
$1.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
821+ 2.37% |
$84.1K - $85.3K
|
35.5K
$3.65M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
820+ 5.51% |
$84K - $85.2K
|
15.7K
$1.62M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
802+ 4.42% |
$82.1K - $83.3K
|
18.9K
$1.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
760+ 2.66% |
$77.8K - $78.9K
|
29.3K
$3.01M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
760+ 10.56% |
$77.8K - $78.9K
|
7.96K
$819K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
751+ 1831.71% |
$76.9K - $78K
|
792
$81.5K
|