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 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-22K- 54.33% |
$2.12M - $2.17M
|
18.5K
$1.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-22.1K- 76.92% |
$2.13M - $2.18M
|
6.64K
$669K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-22.3K- 50.51% |
$2.15M - $2.2M
|
21.9K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-23.2K- 3.55% |
$2.23M - $2.29M
|
629K
$63.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-23.6K- 45.19% |
$2.27M - $2.33M
|
28.6K
$2.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.6K- 8.23% |
$2.28M - $2.33M
|
263K
$26.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-24.2K- 6.18% |
$2.33M - $2.39M
|
367K
$37M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-26K- 37.68% |
$2.5M - $2.57M
|
43K
$4.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-26.6K- 46.83% |
$2.56M - $2.62M
|
30.2K
$3.04M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-27.7K- 32.85% |
$2.67M - $2.73M
|
56.6K
$5.71M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-27.8K- 7.35% |
$2.68M - $2.75M
|
351K
$35.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-29.2K- 11.69% |
$2.81M - $2.88M
|
221K
$22.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-30.2K- 11.27% |
$2.91M - $2.98M
|
238K
$23.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34K- 82.14% |
$3.28M - $3.36M
|
7.39K
$745K
|
|
|
Jan 09, 2024
Q4 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-35K- 17.21% |
$3.37M - $3.46M
|
169K
$17M
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-36.8K- 24.3% |
$3.55M - $3.63M
|
115K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-37.2K- 48.77% |
$3.59M - $3.67M
|
39.1K
$3.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-37.4K- 72.98% |
$3.61M - $3.69M
|
13.9K
$1.4M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-38.4K- 93.68% |
$3.7M - $3.79M
|
2.59K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-39.9K- 28.92% |
$3.85M - $3.94M
|
98.1K
$9.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-40.3K- 28.76% |
$3.88M - $3.98M
|
99.9K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-42.9K- 73.28% |
$4.13M - $4.23M
|
15.6K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-45.6K- 80.88% |
$4.4M - $4.5M
|
10.8K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-46K- 39.85% |
$4.43M - $4.54M
|
69.4K
$6.99M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-46.3K- 15.5% |
$4.46M - $4.57M
|
253K
$25.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-51.3K- 30.85% |
$4.94M - $5.06M
|
115K
$11.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-52.8K- 31.63% |
$5.09M - $5.21M
|
114K
$11.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-53.1K- 81.27% |
$5.12M - $5.24M
|
12.2K
$1.23M
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-54.3K- 8.07% |
$5.23M - $5.35M
|
618K
$62.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-63.8K- 28.2% |
$6.14M - $6.29M
|
162K
$16.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-63.9K- 37.1% |
$6.16M - $6.31M
|
108K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-65.4K- 19.48% |
$6.3M - $6.45M
|
270K
$27.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-65.8K- 10.81% |
$6.34M - $6.5M
|
543K
$54.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-70.2KClosed |
$6.76M - $6.93M
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-70.5K- 63.08% |
$6.79M - $6.96M
|
41.2K
$4.16M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-90.8KClosed |
$8.75M - $8.96M
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-104K- 68.65% |
$10M - $10.3M
|
47.5K
$4.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-117K- 9.94% |
$11.3M - $11.6M
|
1.06M
$107M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-124K- 9.44% |
$12M - $12.3M
|
1.19M
$120M
|
|
|
Feb 07, 2024
Q4 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-129K- 18.65% |
$12.4M - $12.7M
|
561K
$56.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-136K- 29.9% |
$13.1M - $13.4M
|
318K
$32.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-140K- 43.19% |
$13.5M - $13.8M
|
184K
$18.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-140K- 28.43% |
$13.5M - $13.9M
|
353K
$35.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-219K- 92.98% |
$21.1M - $21.6M
|
16.6K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-286K- 32.04% |
$27.5M - $28.2M
|
606K
$61.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-312K- 40.1% |
$30M - $30.8M
|
466K
$46.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-396K- 21.78% |
$38.1M - $39M
|
1.42M
$143M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-422K- 21.4% |
$40.7M - $41.7M
|
1.55M
$156M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-458K- 19.79% |
$44.1M - $45.2M
|
1.86M
$187M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-502K- 95.22% |
$48.4M - $49.5M
|
25.2K
$2.54M
|