Purchases and Sales Made in Q4 2023 in Ishares Barclays 0 5 Year Tips (STIP)

STIP Quotes by TradingView

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 17, 2024 Q4 2023
Ifg Advisory, LLC

BUY
 -
2.06K
+ 1.98%
$199K - $204K
106K $10.7M
Jan 18, 2024 Q4 2023
Evanson Asset Management, LLC

BUY
 -
2.06K
New
$198K - $203K
2.06K $207K
Jan 12, 2024 Q4 2023
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
2.02K
New
$195K - $199K
2.02K $204K
Feb 14, 2024 Q4 2023
Greenline Partners, LLC

New York, NY
BUY
 -
1.87K
+ 0.95%
$180K - $185K
199K $20.1M
Jan 29, 2024 Q4 2023
Brooklyn Fi, LLC

New York, NY
BUY
 -
1.85K
+ 12.02%
$178K - $182K
17.2K $1.74M
Jan 29, 2024 Q4 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
1.84K
+ 52.57%
$177K - $182K
5.34K $538K
Feb 06, 2024 Q4 2023
Lincoln National Corp

BUY
 -
1.79K
+ 16.23%
$172K - $176K
12.8K $1.29M
Feb 02, 2024 Q4 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
1.74K
+ 1.74%
$167K - $171K
102K $10.2M
Feb 01, 2024 Q4 2023
First Command Advisory Services, Inc.

BUY
 -
1.73K
+ 0.34%
$167K - $171K
512K $51.6M
Jan 24, 2024 Q4 2023
Northland Capital Management LLC

BUY
 -
1.62K
+ 1.24%
$156K - $160K
132K $13.3M
Jan 18, 2024 Q4 2023
Successful Portfolios LLC

BUY
 -
1.54K
+ 12.58%
$148K - $152K
13.8K $1.39M
Feb 14, 2024 Q4 2023
Treynor Bancshares, Inc.

BUY
 -
1.45K
+ 2.08%
$140K - $143K
71.2K $7.17M
Jan 30, 2024 Q4 2023
Alpha Omega Wealth Management LLC

BUY
 -
1.42K
+ 5.96%
$137K - $140K
25.3K $2.55M
Jan 17, 2024 Q4 2023
Courier Capital LLC

BUY
 -
1.41K
+ 1.24%
$136K - $139K
115K $11.6M
Feb 06, 2024 Q4 2023
Pacific Capital Wealth Advisors, Inc

BUY
 -
1.37K
New
$132K - $136K
1.37K $138K
Feb 12, 2024 Q4 2023
Mercer Investments LLC

BUY
 -
1.25K
+ 101.62%
$121K - $124K
2.49K $251K
Jan 12, 2024 Q4 2023
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
1.24K
+ 16.75%
$120K - $123K
8.67K $874K
Jan 03, 2024 Q4 2023
Fc Advisory LLC

BUY
 -
1.17K
+ 36.54%
$113K - $115K
4.37K $441K
Jan 22, 2024 Q4 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
1.08K
+ 9.26%
$104K - $106K
12.7K $1.28M
Jan 23, 2024 Q4 2023
Uma Financial Services, Inc.

BUY
 -
1.07K
+ 4.02%
$103K - $105K
27.6K $2.78M
May 14, 2024 Q4 2023
Mowery & Schoenfeld Wealth Management, LLC

Lincolnshire, IL
BUY
 -
1.06K
New
$102K - $105K
1.06K $107K
Jan 23, 2024 Q4 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
1.05K
+ 6.92%
$102K - $104K
16.3K $1.64M
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
1K
New
$96.3K - $98.7K
1K $101K
Jan 11, 2024 Q4 2023
Focus Wealth Advisors, LLC

BUY
 -
957
+ 5.71%
$92.2K - $94.4K
17.7K $1.78M
Jan 19, 2024 Q4 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
903
+ 4.99%
$87K - $89.1K
19K $1.91M
Jan 18, 2024 Q4 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
898
+ 16.1%
$86.5K - $88.6K
6.48K $653K
Jan 18, 2024 Q4 2023
Washington Trust CO

BUY
 -
850
+ 2.61%
$81.9K - $83.9K
33.5K $3.37M
Feb 02, 2024 Q4 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
835
+ 0.5%
$80.4K - $82.4K
169K $17.1M
Feb 14, 2024 Q4 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
814
+ 3.33%
$78.4K - $80.3K
25.3K $2.55M
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
801
+ 64.03%
$77.2K - $79K
2.05K $207K
Feb 07, 2024 Q4 2023
First United Bank & Trust

BUY
 -
784
New
$75.5K - $77.4K
784 $79K
Jan 30, 2024 Q4 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
778
+ 11.27%
$74.9K - $76.8K
7.68K $774K
Feb 13, 2024 Q4 2023
Hm Payson & CO

Portland, ME
BUY
 -
745
New
$71.8K - $73.5K
745 $75.1K
Feb 02, 2024 Q4 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
740
+ 6.85%
$71.3K - $73K
11.5K $1.16M
Feb 13, 2024 Q4 2023
Belpointe Asset Management LLC

BUY
 -
723
+ 3.36%
$69.6K - $71.3K
22.3K $2.24M
Feb 15, 2024 Q4 2023
Clarity Asset Management, Inc.

Ames, IA
BUY
 -
674
New
$64.9K - $66.5K
674 $67.9K
Jan 24, 2024 Q4 2023
Private Trust CO Na

BUY
 -
663
+ 15.71%
$63.9K - $65.4K
4.88K $492K
Apr 09, 2024 Q4 2023
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
652
New
$62.8K - $64.3K
652 $65.7K
Feb 06, 2024 Q4 2023
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
649
New
$62.5K - $64K
649 $65.4K
May 20, 2024 Q4 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
615
+ 12.74%
$59.2K - $60.7K
5.44K $549K
Feb 08, 2024 Q4 2023
Campbell Wealth Management

BUY
 -
609
+ 1.89%
$58.7K - $60.1K
32.8K $3.3M
Jan 17, 2024 Q4 2023
First Premier Bank

BUY
 -
583
+ 5.21%
$56.2K - $57.5K
11.8K $1.19M
Feb 12, 2024 Q4 2023
Evoke Wealth, LLC

BUY
 -
579
+ 9.29%
$55.8K - $57.1K
6.81K $687K
Feb 14, 2024 Q4 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
567
+ 0.93%
$54.6K - $56K
61.5K $6.2M
Feb 05, 2024 Q4 2023
Savant Capital, LLC

BUY
 -
562
+ 4.24%
$54.1K - $55.5K
13.8K $1.39M
Feb 07, 2024 Q4 2023
Summitry LLC

Foster City, CA
BUY
 -
551
+ 0.16%
$53.1K - $54.4K
337K $34M
Feb 12, 2024 Q4 2023
Virtus Family Office LLC

El Paso, TX
BUY
 -
491
+ 4.8%
$47.3K - $48.5K
10.7K $1.08M
Jan 12, 2024 Q4 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
486
+ 0.31%
$46.8K - $48K
155K $15.6M
Feb 14, 2024 Q4 2023
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
450
New
$43.3K - $44.4K
450 $45.4K

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