Purchases and Sales Made in Q4 2023 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 2023. 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 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.21MNew |
$213M - $218M
|
2.21M
$223M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.22M+ 16642.49% |
$118M - $120M
|
1.23M
$124M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.09MNew |
$105M - $107M
|
1.09M
$109M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.05MNew |
$101M - $104M
|
1.05M
$106M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
543K+ 20.28% |
$52.3M - $53.6M
|
3.22M
$325M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
396K+ 595.73% |
$38.2M - $39.1M
|
463K
$46.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
366KNew |
$35.2M - $36.1M
|
366K
$36.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
360KNew |
$34.6M - $35.5M
|
360K
$36.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
289KNew |
$27.9M - $28.6M
|
289K
$29.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
225KNew |
$21.7M - $22.2M
|
225K
$22.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
196KNew |
$18.9M - $19.4M
|
196K
$19.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
187K+ 15.15% |
$18M - $18.4M
|
1.42M
$143M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
163KNew |
$15.7M - $16.1M
|
163K
$16.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
152KNew |
$14.6M - $15M
|
152K
$15.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
125K+ 10.99% |
$12M - $12.3M
|
1.26M
$127M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
106KNew |
$10.2M - $10.5M
|
106K
$10.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
95.7K+ 125.07% |
$9.21M - $9.44M
|
172K
$17.3M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
92.4K+ 18.24% |
$8.9M - $9.12M
|
599K
$60.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
91.8K+ 14.98% |
$8.84M - $9.06M
|
705K
$71M
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
80.9KNew |
$7.79M - $7.98M
|
80.9K
$8.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
69.6KNew |
$6.7M - $6.87M
|
69.6K
$7.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
69.3K+ 568.3% |
$6.68M - $6.84M
|
81.5K
$8.21M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
62.2KNew |
$5.99M - $6.14M
|
62.2K
$6.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
61.6K+ 101.75% |
$5.93M - $6.08M
|
122K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
57.6KNew |
$5.55M - $5.69M
|
57.6K
$5.81M
|
|
|
Jan 22, 2024
Q4 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
55.9K+ 803.59% |
$5.38M - $5.52M
|
62.9K
$6.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
54K+ 88.99% |
$5.2M - $5.33M
|
115K
$11.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
53.4K+ 41.13% |
$5.14M - $5.27M
|
183K
$18.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
48.1K+ 8898.15% |
$4.63M - $4.74M
|
48.6K
$4.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
39.2KNew |
$3.77M - $3.87M
|
39.2K
$3.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37.6K+ 28.4% |
$3.62M - $3.71M
|
170K
$17.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
34.7K+ 31.86% |
$3.34M - $3.43M
|
144K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
31.8K+ 86.24% |
$3.06M - $3.14M
|
68.6K
$6.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
31.8K+ 285.52% |
$3.06M - $3.14M
|
42.9K
$4.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
29.5KNew |
$2.84M - $2.91M
|
29.5K
$2.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
26K+ 1067.9% |
$2.5M - $2.56M
|
28.4K
$2.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
25.7KNew |
$2.48M - $2.54M
|
25.7K
$2.59M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
22.8K+ 2136.42% |
$2.2M - $2.25M
|
23.9K
$2.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
22.8K+ 46.05% |
$2.2M - $2.25M
|
72.3K
$7.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
21.4KNew |
$2.06M - $2.11M
|
21.4K
$2.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21K+ 3.12% |
$2.02M - $2.07M
|
693K
$69.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
20.4K+ 5.89% |
$1.96M - $2.01M
|
367K
$37M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
20K+ 0.99% |
$1.93M - $1.98M
|
2.04M
$206M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19.7K+ 184.31% |
$1.9M - $1.94M
|
30.4K
$3.06M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
19.6K+ 5.67% |
$1.89M - $1.94M
|
366K
$36.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
18.8KNew |
$1.81M - $1.86M
|
18.8K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
18.5KNew |
$1.78M - $1.82M
|
18.5K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
18.3K+ 390.3% |
$1.77M - $1.81M
|
23K
$2.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
18.3KNew |
$1.76M - $1.8M
|
18.3K
$1.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
17.4K+ 220.95% |
$1.67M - $1.72M
|
25.3K
$2.54M
|