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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
9+ 0.32% |
$922 - $935
|
2.81K
$289K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8+ 1.83% |
$819 - $831
|
444
$45.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
7+ 0.21% |
$717 - $727
|
3.38K
$348K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7+ 0.04% |
$717 - $727
|
17.7K
$1.82M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
6+ 0.09% |
$614 - $623
|
6.81K
$701K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
6New |
$614 - $623
|
6
$617
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
6+ 0.28% |
$614 - $623
|
2.18K
$225K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6New |
$614 - $623
|
6
$617
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5+ 0.09% |
$512 - $519
|
5.38K
$554K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4+ 0.15% |
$410 - $416
|
2.67K
$275K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
3New |
$307 - $312
|
3
$309
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$307 - $312
|
1.98K
$204K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$307 - $312
|
3
$309
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2+ 0.04% |
$205 - $208
|
4.56K
$470K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.95% |
$205 - $208
|
212
$21.8K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 1.27% |
$102 - $104
|
80
$8.23K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1New |
$102 - $104
|
1
$103
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 3.45% |
$102 - $104
|
30
$3.09K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3- 0.12% |
$307 - $312
|
2.52K
$260K
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-4- 0.13% |
$410 - $416
|
3.14K
$323K
|
|
|
Nov 10, 2025
Q3 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-4- 0.2% |
$410 - $416
|
2.01K
$206K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-5- -0.0% |
$512 - $519
|
118K
$12.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-5- 0.02% |
$512 - $519
|
21K
$2.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-7- 0.27% |
$717 - $727
|
2.58K
$266K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-16- 0.71% |
$1.64K - $1.66K
|
2.24K
$231K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-17- 0.52% |
$1.74K - $1.77K
|
3.24K
$333K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-21- 4.28% |
$2.15K - $2.18K
|
470
$48.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-24- 64.86% |
$2.46K - $2.49K
|
13
$1.34K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-30- 0.49% |
$3.07K - $3.12K
|
6.14K
$632K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-31- 0.86% |
$3.17K - $3.22K
|
3.56K
$366K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-32- 0.52% |
$3.28K - $3.32K
|
6.12K
$630K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-36- 23.53% |
$3.69K - $3.74K
|
117
$12K
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-36- 0.23% |
$3.69K - $3.74K
|
15.7K
$1.62M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-38- 0.29% |
$3.89K - $3.95K
|
13.2K
$1.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-49- 0.09% |
$5.02K - $5.09K
|
53.8K
$5.53M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-63- 1.42% |
$6.45K - $6.54K
|
4.38K
$451K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-78- 1.0% |
$7.99K - $8.1K
|
7.73K
$795K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-85- 3.71% |
$8.7K - $8.83K
|
2.21K
$227K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-88- 0.12% |
$9.01K - $9.14K
|
70.3K
$7.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-112- 3.38% |
$11.5K - $11.6K
|
3.2K
$329K
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-124- 2.34% |
$12.7K - $12.9K
|
5.18K
$533K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-131- 2.56% |
$13.4K - $13.6K
|
4.98K
$512K
|
|
|
Nov 06, 2025
Q3 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-134- 2.94% |
$13.7K - $13.9K
|
4.42K
$455K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-143- 2.18% |
$14.6K - $14.9K
|
6.41K
$659K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-144- 5.12% |
$14.7K - $15K
|
2.67K
$275K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-145- 2.21% |
$14.8K - $15.1K
|
6.41K
$660K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-157- 2.11% |
$16.1K - $16.3K
|
7.27K
$748K
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-162- 1.06% |
$16.6K - $16.8K
|
15.1K
$1.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-186- 1.64% |
$19K - $19.3K
|
11.1K
$1.14M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-189- 14.24% |
$19.4K - $19.6K
|
1.14K
$117K
|