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
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.63KNew |
$542K - $556K
|
5.63K
$567K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.53K+ 3.63% |
$532K - $545K
|
158K
$15.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.4KNew |
$520K - $533K
|
5.4K
$544K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5.29KNew |
$509K - $522K
|
5.29K
$533K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.27K+ 19.17% |
$508K - $520K
|
32.8K
$3.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
5.08KNew |
$490K - $502K
|
5.08K
$512K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
4.94KNew |
$476K - $488K
|
4.94K
$498K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.88K+ 30.83% |
$470K - $482K
|
20.7K
$2.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
4.82K+ 3.02% |
$464K - $476K
|
165K
$16.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4.82K+ 8.37% |
$464K - $475K
|
62.4K
$6.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.8K+ 4.84% |
$463K - $474K
|
104K
$10.5M
|
|
|
Jan 19, 2024
Q4 2023
|
New Capital Management LP
|
BUY
|
- |
4.69K+ 4.47% |
$452K - $463K
|
109K
$11M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
4.66K+ 7.88% |
$449K - $460K
|
63.8K
$6.43M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
4.56K+ 2.54% |
$439K - $450K
|
184K
$18.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.36KNew |
$420K - $430K
|
4.36K
$440K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.26K+ 2.71% |
$410K - $420K
|
162K
$16.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.15KNew |
$399K - $409K
|
4.15K
$418K
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
3.96K+ 12.36% |
$382K - $391K
|
36K
$3.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.88KNew |
$374K - $383K
|
3.88K
$391K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.79KNew |
$365K - $374K
|
3.79K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.75K+ 678.44% |
$361K - $370K
|
4.3K
$433K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.61K+ 30.82% |
$348K - $356K
|
15.3K
$1.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
3.31K+ 831.16% |
$319K - $326K
|
3.71K
$373K
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
3.29KNew |
$317K - $324K
|
3.29K
$331K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.28K+ 105.53% |
$316K - $324K
|
6.39K
$644K
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
3.2KNew |
$308K - $316K
|
3.2K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.19KNew |
$307K - $315K
|
3.19K
$321K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.16KNew |
$304K - $312K
|
3.16K
$319K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
3.15KNew |
$303K - $311K
|
3.15K
$317K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
3.05K+ 2.32% |
$294K - $301K
|
135K
$13.6M
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
3.05K+ 36.4% |
$294K - $301K
|
11.4K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.96KNew |
$285K - $292K
|
2.96K
$298K
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
2.94KNew |
$284K - $291K
|
2.94K
$297K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.94KNew |
$283K - $290K
|
2.94K
$297K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
2.94KNew |
$283K - $290K
|
2.94K
$296K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.89K+ 4.17% |
$279K - $286K
|
72.3K
$7.29M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.89K+ 27.56% |
$279K - $286K
|
13.4K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.68K+ 10.49% |
$258K - $264K
|
28.2K
$2.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
2.67K+ 4.25% |
$257K - $264K
|
65.6K
$6.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
2.65KNew |
$255K - $261K
|
2.65K
$267K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.58K+ 114.33% |
$248K - $254K
|
4.83K
$487K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.57KNew |
$247K - $253K
|
2.57K
$259K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.46K+ 17.97% |
$237K - $243K
|
16.1K
$1.63M
|
|
|
Feb 02, 2024
Q4 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
2.38K+ 1.34% |
$229K - $235K
|
180K
$18.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
2.27KNew |
$218K - $224K
|
2.27K
$228K
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.24K+ 3.15% |
$216K - $221K
|
73.2K
$7.38M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.16KNew |
$208K - $213K
|
2.16K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
2.15KNew |
$207K - $212K
|
2.15K
$217K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
2.14K+ 1.59% |
$206K - $211K
|
137K
$13.8M
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.08K+ 0.45% |
$200K - $205K
|
461K
$46.5M
|