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 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
17K+ 7.05% |
$1.64M - $1.68M
|
259K
$26.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.4K+ 13.62% |
$1.58M - $1.62M
|
137K
$13.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
16.4K+ 4.86% |
$1.58M - $1.62M
|
354K
$35.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
16K+ 224.05% |
$1.54M - $1.58M
|
23.1K
$2.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
14.4KNew |
$1.39M - $1.42M
|
14.4K
$1.45M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
14.2KNew |
$1.37M - $1.41M
|
14.2K
$1.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
13.3K+ 18.69% |
$1.28M - $1.31M
|
84.4K
$8.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
13.3K+ 18.69% |
$1.28M - $1.31M
|
84.4K
$8.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
12.9KNew |
$1.24M - $1.27M
|
12.9K
$1.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
12.4K+ 8.3% |
$1.2M - $1.23M
|
162K
$16.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
12.3K+ 6.99% |
$1.19M - $1.22M
|
189K
$19M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.1K+ 61.08% |
$1.16M - $1.19M
|
31.9K
$3.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12KNew |
$1.16M - $1.18M
|
12K
$1.21M
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
11.6K+ 11.79% |
$1.12M - $1.15M
|
110K
$11.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
11.5K+ 382.4% |
$1.11M - $1.13M
|
14.5K
$1.46M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.5K+ 6.01% |
$1.1M - $1.13M
|
202K
$20.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.5K+ 7.32% |
$1.01M - $1.03M
|
153K
$15.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10.4KNew |
$1M - $1.03M
|
10.4K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
9.78K+ 288.61% |
$942K - $965K
|
13.2K
$1.33M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
9.57KNew |
$922K - $945K
|
9.57K
$965K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
9.46K+ 12.94% |
$911K - $933K
|
82.5K
$8.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
9.38KNew |
$904K - $926K
|
9.38K
$946K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.07K+ 6.03% |
$874K - $895K
|
159K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.53KNew |
$821K - $841K
|
8.53K
$859K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.4KNew |
$809K - $829K
|
8.4K
$846K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
8.31K+ 138.43% |
$800K - $820K
|
14.3K
$1.44M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.27K+ 20.41% |
$796K - $816K
|
48.8K
$4.92M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.18KNew |
$788K - $807K
|
8.18K
$825K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
7.97K+ 4.45% |
$767K - $786K
|
187K
$18.8M
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
7.7KNew |
$742K - $760K
|
7.7K
$776K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.64K+ 127.57% |
$735K - $753K
|
13.6K
$1.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.57K+ 9.14% |
$729K - $747K
|
90.3K
$9.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.49K+ 94.16% |
$722K - $739K
|
15.5K
$1.56M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.89K+ 133.11% |
$664K - $680K
|
12.1K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
6.88KNew |
$662K - $678K
|
6.88K
$693K
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
6.79KNew |
$654K - $670K
|
6.79K
$685K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.69K+ 49.38% |
$644K - $660K
|
20.2K
$2.04M
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
BUY
|
- |
6.58K+ 90.7% |
$634K - $650K
|
13.8K
$1.39M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
6.57KNew |
$632K - $648K
|
6.57K
$662K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
6.41K+ 24.34% |
$617K - $632K
|
32.7K
$3.3M
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
6.23K+ 43.17% |
$600K - $614K
|
20.6K
$2.08M
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
6.13K+ 20.18% |
$590K - $605K
|
36.5K
$3.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
6.12KNew |
$590K - $604K
|
6.12K
$617K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
6.05KNew |
$583K - $597K
|
6.05K
$610K
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
6.01K+ 5.7% |
$579K - $593K
|
111K
$11.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.98K+ 5.48% |
$576K - $590K
|
115K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5.86K+ 31.47% |
$565K - $578K
|
24.5K
$2.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.76K+ 11.0% |
$555K - $568K
|
58.1K
$5.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.65K+ 53.72% |
$544K - $558K
|
16.2K
$1.63M
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5.64KNew |
$543K - $556K
|
5.64K
$568K
|