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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.1K+ 36.78% |
$221K - $225K
|
7.81K
$794K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.09K+ 1.91% |
$220K - $223K
|
111K
$11.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.07KNew |
$218K - $222K
|
2.07K
$211K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.02K+ 1.84% |
$213K - $216K
|
112K
$11.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2K+ 45.84% |
$210K - $214K
|
6.36K
$647K
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2KNew |
$210K - $213K
|
2K
$203K
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.98K+ 12.33% |
$209K - $212K
|
18.1K
$1.84M
|
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.95KNew |
$205K - $208K
|
1.95K
$198K
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.85K+ 5.86% |
$194K - $197K
|
33.4K
$3.39M
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
1.84K+ 1.84% |
$193K - $197K
|
102K
$10.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
1.72K+ 1.3% |
$181K - $184K
|
134K
$13.6M
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.71K+ 6.49% |
$180K - $183K
|
28.1K
$2.86M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1.59KNew |
$167K - $170K
|
1.59K
$161K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.57K+ 4.03% |
$165K - $168K
|
40.4K
$4.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.53K+ 5.03% |
$161K - $164K
|
32K
$3.25M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.53K+ 125.33% |
$161K - $164K
|
2.75K
$280K
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.42K+ 18.98% |
$150K - $152K
|
8.92K
$908K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.38K+ 34.89% |
$145K - $148K
|
5.33K
$542K
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
BUY
|
- |
1.3K+ 43.33% |
$137K - $139K
|
4.3K
$438K
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.22K+ 10.62% |
$128K - $130K
|
12.7K
$1.29M
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
1.21K+ 12.21% |
$127K - $129K
|
11.1K
$1.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
1.2K+ 53.89% |
$126K - $128K
|
3.42K
$348K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.13KNew |
$119K - $121K
|
1.13K
$115K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.13K+ 57.03% |
$119K - $121K
|
3.11K
$316K
|
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
1.07K+ 19.9% |
$113K - $115K
|
6.46K
$658K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.06KNew |
$112K - $114K
|
1.06K
$108K
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 52.4% |
$108K - $110K
|
2.98K
$304K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
959+ 20.75% |
$101K - $103K
|
5.58K
$568K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
941+ 7.77% |
$99K - $101K
|
13.1K
$1.33M
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
914+ 12.52% |
$96.2K - $97.8K
|
8.22K
$836K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
909+ 21.39% |
$95.6K - $97.3K
|
5.16K
$525K
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
840+ 0.73% |
$88.4K - $89.9K
|
116K
$11.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Amundi
Paris, I0 |
BUY
|
- |
800New |
$84.2K - $85.6K
|
800
$81.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
791+ 0.7% |
$83.2K - $84.6K
|
114K
$11.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
790+ 24.18% |
$83.1K - $84.5K
|
4.06K
$413K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
784+ 2.94% |
$82.5K - $83.9K
|
27.4K
$2.79M
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
774+ 0.68% |
$81.4K - $82.8K
|
115K
$11.7M
|
|
|
Jan 18, 2022
Q4 2021
|
360 Financial, Inc.
|
BUY
|
- |
750+ 12.5% |
$78.9K - $80.3K
|
6.75K
$687K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
694+ 31.57% |
$73K - $74.3K
|
2.89K
$294K
|
|
|
Jan 07, 2022
Q4 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
668+ 2.23% |
$70.3K - $71.5K
|
30.6K
$3.11M
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
621+ 8.7% |
$65.3K - $66.4K
|
7.76K
$790K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
610New |
$64.2K - $65.3K
|
610
$62.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
600New |
$63.1K - $64.2K
|
600
$61.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
595New |
$62.6K - $63.7K
|
595
$60.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
529+ 3.06% |
$55.7K - $56.6K
|
17.8K
$1.81M
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
524+ 2.03% |
$55.1K - $56.1K
|
26.4K
$2.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
480+ 8.0% |
$50.5K - $51.4K
|
6.48K
$659K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
BUY
|
- |
476+ 8.9% |
$50.1K - $50.9K
|
5.83K
$593K
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
425+ 16.35% |
$44.7K - $45.5K
|
3.03K
$308K
|
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
420New |
$44.2K - $44.9K
|
420
$42.7K
|