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 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
250New |
$25.6K - $26K
|
250
$25.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
246+ 3.99% |
$25.2K - $25.6K
|
6.42K
$660K
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
238+ 0.88% |
$24.4K - $24.7K
|
27.4K
$2.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
229+ 7.54% |
$23.4K - $23.8K
|
3.27K
$336K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
228+ 5.29% |
$23.3K - $23.7K
|
4.53K
$466K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
225+ 2.03% |
$23K - $23.4K
|
11.3K
$1.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
218+ 3.75% |
$22.3K - $22.6K
|
6.04K
$621K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
214+ 5.99% |
$21.9K - $22.2K
|
3.79K
$390K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
204+ 9.59% |
$20.9K - $21.2K
|
2.33K
$240K
|
|
|
Oct 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
196+ 3.81% |
$20.1K - $20.4K
|
5.33K
$549K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
179+ 1.54% |
$18.3K - $18.6K
|
11.8K
$1.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
170New |
$17.4K - $17.7K
|
170
$17.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
169+ 3.7% |
$17.3K - $17.6K
|
4.74K
$488K
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
168+ 0.34% |
$17.2K - $17.5K
|
49.5K
$5.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
164+ 38.32% |
$16.8K - $17K
|
592
$60.9K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
148+ 1.19% |
$15.2K - $15.4K
|
12.6K
$1.3M
|
|
|
Nov 10, 2025
Q3 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
142+ 2.97% |
$14.5K - $14.8K
|
4.92K
$506K
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
137+ 4.64% |
$14K - $14.2K
|
3.09K
$318K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
134+ 0.55% |
$13.7K - $13.9K
|
24.5K
$2.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
125+ 1.04% |
$12.8K - $13K
|
12.2K
$1.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
123+ 4.76% |
$12.6K - $12.8K
|
2.71K
$278K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
121+ 2.37% |
$12.4K - $12.6K
|
5.22K
$537K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
120+ 1.28% |
$12.3K - $12.5K
|
9.53K
$980K
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
115+ 1.14% |
$11.8K - $11.9K
|
10.2K
$1.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
103New |
$10.5K - $10.7K
|
103
$10.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
101+ 2.24% |
$10.3K - $10.5K
|
4.6K
$473K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
83+ 100.0% |
$8.5K - $8.62K
|
166
$17.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
80+ 8.15% |
$8.19K - $8.31K
|
1.06K
$109K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
79New |
$8.09K - $8.21K
|
79
$8.13K
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
77+ 0.78% |
$7.88K - $8K
|
9.99K
$1.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
77+ 0.65% |
$7.88K - $8K
|
12K
$1.23M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
69New |
$7.07K - $7.17K
|
69
$7.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
62New |
$6.35K - $6.44K
|
62
$6.38K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
53+ 2.42% |
$5.43K - $5.51K
|
2.25K
$231K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
52+ 2.14% |
$5.32K - $5.4K
|
2.48K
$255K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
41New |
$4.2K - $4.26K
|
41
$4.22K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
38+ 0.7% |
$3.89K - $3.95K
|
5.47K
$562K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
36+ 0.69% |
$3.69K - $3.74K
|
5.25K
$541K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
32+ 0.36% |
$3.28K - $3.32K
|
8.81K
$906K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
29+ 0.13% |
$2.97K - $3.01K
|
21.9K
$2.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
27+ 0.84% |
$2.76K - $2.8K
|
3.24K
$333K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
26New |
$2.66K - $2.7K
|
26
$2.67K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
26+ 0.65% |
$2.66K - $2.7K
|
4K
$412K
|
|
|
Nov 03, 2025
Q3 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
21+ 0.88% |
$2.15K - $2.18K
|
2.42K
$248K
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
19+ 7.04% |
$1.95K - $1.97K
|
289
$29.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
17+ 1.07% |
$1.74K - $1.77K
|
1.61K
$166K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
16New |
$1.64K - $1.66K
|
16
$1.65K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
14+ 5.71% |
$1.43K - $1.45K
|
259
$26.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
14+ 3.65% |
$1.43K - $1.45K
|
398
$40.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
10+ 0.22% |
$1.02K - $1.04K
|
4.58K
$471K
|