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 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1Closed |
$105 - $107
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2Closed |
$210 - $214
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-5- 2.86% |
$526 - $535
|
170
$17.3K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10- 90.91% |
$1.05K - $1.07K
|
1
$102
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-13Closed |
$1.37K - $1.39K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-15- 0.51% |
$1.58K - $1.61K
|
2.94K
$298K
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-32Closed |
$3.37K - $3.42K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-35- 0.61% |
$3.68K - $3.75K
|
5.75K
$583K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-36- 0.18% |
$3.79K - $3.85K
|
19.6K
$1.99M
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-41- 1.94% |
$4.31K - $4.39K
|
2.07K
$211K
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-73Closed |
$7.68K - $7.81K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-75- 1.9% |
$7.89K - $8.03K
|
3.88K
$394K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-81- 93.1% |
$8.52K - $8.67K
|
6
$609
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-82Closed |
$8.63K - $8.77K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-114- 5.18% |
$12K - $12.2K
|
2.09K
$212K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-115Closed |
$12.1K - $12.3K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-127- 82.47% |
$13.4K - $13.6K
|
27
$2.74K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-129Closed |
$13.6K - $13.8K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-135- 2.12% |
$14.2K - $14.4K
|
6.23K
$633K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-159- 0.44% |
$16.7K - $17K
|
35.7K
$3.63M
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-192- 7.11% |
$20.2K - $20.5K
|
2.51K
$255K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-197- 9.7% |
$20.7K - $21.1K
|
1.83K
$186K
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-206- 50.74% |
$21.7K - $22K
|
200
$20.3K
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-208- 0.65% |
$21.9K - $22.3K
|
32K
$3.25M
|
|
Jan 25, 2022
Q4 2021
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-218- 1.87% |
$22.9K - $23.3K
|
11.5K
$1.16M
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-269- 5.72% |
$28.3K - $28.8K
|
4.43K
$450K
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-339- 3.22% |
$35.7K - $36.3K
|
10.2K
$1.03M
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-362- 0.3% |
$38.1K - $38.7K
|
121K
$12.3M
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-364- 1.02% |
$38.3K - $38.9K
|
35.4K
$3.59M
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
SELL
|
- |
-384- 6.21% |
$40.4K - $41.1K
|
5.8K
$589K
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-399- 4.74% |
$42K - $42.7K
|
8.01K
$813K
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-403- 3.47% |
$42.4K - $43.1K
|
11.2K
$1.14M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-415- 1.47% |
$43.7K - $44.4K
|
27.8K
$2.82M
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-427- 10.35% |
$44.9K - $45.7K
|
3.7K
$375K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-478- 2.99% |
$50.3K - $51.1K
|
15.5K
$1.58M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-569- 0.9% |
$59.9K - $60.9K
|
62.6K
$6.36M
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-658- 6.35% |
$69.2K - $70.4K
|
9.7K
$986K
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-720- 3.46% |
$75.8K - $77K
|
20.1K
$2.04M
|
|
Feb 08, 2022
Q4 2021
|
Robinson Capital Management, LLC
|
SELL
|
- |
-800Closed |
$84.2K - $85.6K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-847- 3.33% |
$89.1K - $90.6K
|
24.6K
$2.5M
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-875Closed |
$92.1K - $93.6K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-955- 0.77% |
$100K - $102K
|
124K
$12.6M
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-961- 26.76% |
$101K - $103K
|
2.63K
$267K
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
SELL
|
- |
-994- 14.89% |
$105K - $106K
|
5.68K
$577K
|
|
Jan 21, 2022
Q4 2021
|
New Potomac Partners, LLC
|
SELL
|
- |
-1.05K- 2.31% |
$110K - $112K
|
44.4K
$4.51M
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.13K- 65.85% |
$118K - $120K
|
584
$59.3K
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.17K- 53.18% |
$123K - $125K
|
1.03K
$105K
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.33K- 0.77% |
$140K - $142K
|
172K
$17.4M
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.52K- 2.58% |
$159K - $162K
|
57.2K
$5.81M
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.57K- 8.15% |
$165K - $168K
|
17.6K
$1.79M
|