Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.53KNew |
$372K - $378K
|
3.53K
$360K
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
3.53K+ 3.69% |
$372K - $378K
|
99.2K
$10.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Madden Securities Corp
|
BUY
|
- |
3.52KNew |
$370K - $377K
|
3.52K
$358K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
3.52K+ 14.45% |
$370K - $376K
|
27.8K
$2.83M
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.5K+ 12.83% |
$368K - $374K
|
30.7K
$3.13M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
3.47KNew |
$365K - $371K
|
3.47K
$353K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.45K+ 13.64% |
$363K - $369K
|
28.8K
$2.93M
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.42K+ 43.64% |
$360K - $366K
|
11.3K
$1.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.4K+ 3.61% |
$358K - $364K
|
97.5K
$9.92M
|
|
|
Feb 07, 2022
Q4 2021
|
Lane Generational LLC
|
BUY
|
- |
3.36KNew |
$353K - $359K
|
3.36K
$342K
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
3.33KNew |
$350K - $356K
|
3.33K
$339K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.22K+ 11.22% |
$339K - $344K
|
31.9K
$3.25M
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.19K+ 10.6% |
$336K - $342K
|
33.3K
$3.39M
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.19K+ 5.62% |
$336K - $341K
|
60K
$6.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.12KNew |
$328K - $333K
|
3.12K
$317K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.06K+ 20.14% |
$322K - $327K
|
18.3K
$1.86M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.06K+ 3.34% |
$322K - $327K
|
94.6K
$9.63M
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.03K+ 6.55% |
$319K - $324K
|
49.3K
$5.01M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3.03KNew |
$318K - $324K
|
3.03K
$308K
|
|
|
Jan 18, 2022
Q4 2021
|
Ttp Investments, Inc.
|
BUY
|
- |
3.01KNew |
$316K - $322K
|
3.01K
$306K
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.97K+ 45.66% |
$313K - $318K
|
9.48K
$965K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.88K+ 47.12% |
$303K - $308K
|
9K
$916K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.86K+ 350.06% |
$301K - $306K
|
3.68K
$374K
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.84KNew |
$298K - $303K
|
2.84K
$288K
|
|
|
Mar 08, 2022
Q4 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.79K+ 44.98% |
$294K - $299K
|
9K
$915K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.75KNew |
$289K - $294K
|
2.75K
$280K
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
2.74K+ 1.73% |
$288K - $293K
|
161K
$16.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.68K+ 3.27% |
$282K - $287K
|
84.5K
$8.6M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
2.66KNew |
$280K - $285K
|
2.66K
$271K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.62KNew |
$276K - $281K
|
2.62K
$267K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.62K+ 22.66% |
$275K - $280K
|
14.2K
$1.44M
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
2.6KNew |
$273K - $278K
|
2.6K
$264K
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
2.57KNew |
$271K - $275K
|
2.57K
$262K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.57K+ 0.69% |
$270K - $275K
|
374K
$38M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.56KNew |
$270K - $274K
|
2.56K
$261K
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.55KNew |
$268K - $273K
|
2.55K
$259K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.5K+ 83.56% |
$263K - $268K
|
5.49K
$559K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.5KNew |
$263K - $268K
|
2.5K
$254K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.49K+ 12.25% |
$262K - $266K
|
22.8K
$2.32M
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.46K+ 76.35% |
$259K - $264K
|
5.69K
$579K
|
|
|
Aug 22, 2024
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.39KNew |
$252K - $256K
|
2.39K
$244K
|
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
BUY
|
- |
2.37KNew |
$249K - $253K
|
2.37K
$241K
|
|
|
Feb 09, 2022
Q4 2021
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
2.3K+ 35.01% |
$241K - $246K
|
8.85K
$901K
|
|
|
May 06, 2022
Q4 2021
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.27KNew |
$239K - $243K
|
2.27K
$231K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.26KNew |
$238K - $242K
|
2.26K
$230K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.21KNew |
$233K - $237K
|
2.21K
$225K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
2.16K+ 25.87% |
$227K - $231K
|
10.5K
$1.07M
|
|
|
Feb 03, 2022
Q4 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.13KNew |
$224K - $228K
|
2.13K
$217K
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
2.13KNew |
$224K - $228K
|
2.13K
$217K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
2.1K+ 90.56% |
$221K - $225K
|
4.42K
$450K
|