Purchases and Sales Made in Q4 2022 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 2022. 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 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
55.5KNew |
$5.36M - $5.44M
|
55.5K
$5.64M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53.4K+ 8.61% |
$5.16M - $5.24M
|
674K
$68.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
53KNew |
$5.12M - $5.2M
|
53K
$5.38M
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
52.4K+ 900.05% |
$5.06M - $5.14M
|
58.3K
$5.92M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
51.5KNew |
$4.97M - $5.05M
|
51.5K
$5.23M
|
|
|
Jan 26, 2023
Q4 2022
|
Sterling Investment Advisors LLC
|
BUY
|
- |
48.7K+ 455.04% |
$4.71M - $4.78M
|
59.5K
$6.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
48.1KNew |
$4.64M - $4.72M
|
48.1K
$4.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
47.8K+ 902.0% |
$4.61M - $4.69M
|
53.1K
$5.39M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
46.4KNew |
$4.48M - $4.55M
|
46.4K
$4.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
44K+ 1.81% |
$4.25M - $4.32M
|
2.47M
$251M
|
|
|
Jan 12, 2024
Q4 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
41.6K+ 69.8% |
$4.02M - $4.08M
|
101K
$10.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
39.8KNew |
$3.84M - $3.91M
|
39.8K
$4.04M
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
38.2KNew |
$3.69M - $3.75M
|
38.2K
$3.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38K+ 4.63% |
$3.67M - $3.73M
|
859K
$87.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
36KNew |
$3.48M - $3.53M
|
36K
$3.66M
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
32.7KNew |
$3.16M - $3.21M
|
32.7K
$3.32M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
30.5KNew |
$2.95M - $2.99M
|
30.5K
$3.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
30.5K+ 5.17% |
$2.94M - $2.99M
|
620K
$63M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
29KNew |
$2.8M - $2.85M
|
29K
$2.95M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28.8KNew |
$2.78M - $2.82M
|
28.8K
$2.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28.7K+ 19.0% |
$2.77M - $2.81M
|
180K
$18.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
27.3KNew |
$2.63M - $2.67M
|
27.3K
$2.77M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
27KNew |
$2.6M - $2.64M
|
27K
$2.74M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
26.8K+ 180.84% |
$2.58M - $2.63M
|
41.6K
$4.22M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
26.5K+ 10.64% |
$2.56M - $2.6M
|
276K
$28M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
25.9K+ 4.59% |
$2.5M - $2.54M
|
590K
$59.9M
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
25.8KNew |
$2.49M - $2.53M
|
25.8K
$2.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
25K+ 10.36% |
$2.42M - $2.45M
|
267K
$27.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
23.5K+ 14.13% |
$2.27M - $2.31M
|
190K
$19.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
23K+ 42.46% |
$2.22M - $2.26M
|
77.2K
$7.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
21.8KNew |
$2.11M - $2.14M
|
21.8K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
21.3K+ 3.16% |
$2.06M - $2.09M
|
697K
$70.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20.8K+ 21.81% |
$2.01M - $2.04M
|
116K
$11.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
20.8KNew |
$2.01M - $2.04M
|
20.8K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
20.5K+ 57.79% |
$1.98M - $2.01M
|
55.9K
$5.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
20KNew |
$1.93M - $1.96M
|
20K
$2.03M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
19.8KNew |
$1.91M - $1.94M
|
19.8K
$2.01M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19.3K+ 261.68% |
$1.86M - $1.89M
|
26.6K
$2.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
19K+ 8.94% |
$1.84M - $1.87M
|
232K
$23.6M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
18.9KNew |
$1.83M - $1.86M
|
18.9K
$1.92M
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
18.9K+ 6.87% |
$1.82M - $1.85M
|
294K
$29.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
18.5KNew |
$1.79M - $1.82M
|
18.5K
$1.88M
|
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
18.5K+ 17.33% |
$1.79M - $1.81M
|
125K
$12.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
18.1KNew |
$1.75M - $1.78M
|
18.1K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
18.1KNew |
$1.75M - $1.78M
|
18.1K
$1.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
17.8K+ 2.47% |
$1.72M - $1.75M
|
738K
$75M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.8K+ 15.57% |
$1.72M - $1.74M
|
132K
$13.4M
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
17.6KNew |
$1.69M - $1.72M
|
17.6K
$1.78M
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
17.4K+ 230.47% |
$1.68M - $1.71M
|
25K
$2.54M
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
17.4KNew |
$1.68M - $1.7M
|
17.4K
$1.76M
|