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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-5.6K- 14.82% |
$539K - $552K
|
32.2K
$3.24M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-5.64K- 20.19% |
$543K - $557K
|
22.3K
$2.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.79K- 30.51% |
$558K - $571K
|
13.2K
$1.33M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-5.8K- 16.44% |
$559K - $572K
|
29.5K
$2.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.12K- 2.04% |
$589K - $604K
|
293K
$29.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-6.43K- 16.11% |
$620K - $635K
|
33.5K
$3.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-6.61K- 3.81% |
$637K - $652K
|
167K
$16.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-6.85K- 11.01% |
$660K - $676K
|
55.3K
$5.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-7.87K- 12.3% |
$758K - $776K
|
56.1K
$5.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.88K- 8.09% |
$759K - $777K
|
89.5K
$9.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-7.91K- 11.0% |
$762K - $781K
|
64K
$6.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-8.01K- 3.31% |
$772K - $791K
|
234K
$23.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-8.23K- 5.24% |
$793K - $812K
|
149K
$15M
|
|
|
Jan 12, 2024
Q4 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-8.27K- 11.29% |
$796K - $816K
|
64.9K
$6.54M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-8.4K- 1.19% |
$809K - $829K
|
695K
$70.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.42K- 18.64% |
$811K - $831K
|
36.8K
$3.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-8.54K- 77.91% |
$823K - $843K
|
2.42K
$244K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8.96K- 6.5% |
$864K - $885K
|
129K
$13M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-9.35K- 90.92% |
$900K - $922K
|
933
$94K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.48K- 15.64% |
$913K - $936K
|
51.1K
$5.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-9.61K- 48.17% |
$925K - $948K
|
10.3K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-9.73K- 7.41% |
$937K - $960K
|
121K
$12.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-9.84K- 5.01% |
$948K - $971K
|
187K
$18.8M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.94K- 26.1% |
$958K - $981K
|
28.1K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.99K- 41.66% |
$962K - $985K
|
14K
$1.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10K- 14.91% |
$964K - $987K
|
57.1K
$5.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-10K- 1.65% |
$967K - $991K
|
598K
$60.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10.4K- 6.68% |
$1.01M - $1.03M
|
146K
$14.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-10.4K- 4.53% |
$1.01M - $1.03M
|
220K
$22.2M
|
|
|
Dec 05, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-10.6K- 42.47% |
$1.02M - $1.04M
|
14.3K
$1.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-11.2K- 46.87% |
$1.08M - $1.1M
|
12.7K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-11.6K- 24.25% |
$1.12M - $1.14M
|
36.2K
$3.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-12.2K- 20.93% |
$1.18M - $1.21M
|
46.3K
$4.66M
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-12.4K- 58.37% |
$1.19M - $1.22M
|
8.81K
$888K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12.6K- 11.61% |
$1.21M - $1.24M
|
95.9K
$9.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-12.7K- 6.58% |
$1.22M - $1.25M
|
180K
$18.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-12.9K- 86.04% |
$1.25M - $1.28M
|
2.1K
$212K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-13.9K- 32.33% |
$1.34M - $1.37M
|
29.1K
$2.93M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-14.1K- 54.22% |
$1.36M - $1.39M
|
11.9K
$1.2M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-14.2K- 4.01% |
$1.37M - $1.4M
|
340K
$34.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.5K- 43.48% |
$1.4M - $1.43M
|
18.9K
$1.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-15.4K- 13.75% |
$1.48M - $1.52M
|
96.3K
$9.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-15.8K- 26.8% |
$1.52M - $1.56M
|
43.2K
$4.36M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-16.9K- 49.15% |
$1.63M - $1.67M
|
17.5K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.7K- 5.86% |
$1.9M - $1.94M
|
316K
$31.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-21.1K- 13.04% |
$2.03M - $2.08M
|
141K
$14.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-21.2K- 72.49% |
$2.04M - $2.09M
|
8.04K
$810K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-21.3K- 83.59% |
$2.05M - $2.1M
|
4.18K
$421K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-21.8K- 10.25% |
$2.1M - $2.16M
|
191K
$19.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-21.9K- 85.62% |
$2.11M - $2.16M
|
3.68K
$371K
|