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
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-581- 18.13% |
$56K - $57.3K
|
2.62K
$264K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-602- 65.72% |
$58K - $59.4K
|
314
$31.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-619- 4.47% |
$59.6K - $61.1K
|
13.2K
$1.33M
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-621- 3.09% |
$59.8K - $61.3K
|
19.5K
$1.96M
|
|
|
Jan 05, 2024
Q4 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-621- 1.69% |
$59.8K - $61.3K
|
36.1K
$3.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-672- 2.04% |
$64.7K - $66.3K
|
32.3K
$3.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-682- 22.5% |
$65.7K - $67.3K
|
2.35K
$237K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-686- 1.89% |
$66.1K - $67.7K
|
35.5K
$3.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-696- 4.03% |
$67K - $68.7K
|
16.6K
$1.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-699- 2.1% |
$67.3K - $69K
|
32.6K
$3.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-754- 20.32% |
$72.6K - $74.4K
|
2.96K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-785- 8.69% |
$75.6K - $77.5K
|
8.25K
$832K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-790- 12.6% |
$76.1K - $78K
|
5.48K
$552K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-809- 12.27% |
$77.9K - $79.8K
|
5.79K
$583K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-886- 6.32% |
$85.3K - $87.4K
|
13.1K
$1.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-888- 11.46% |
$85.5K - $87.6K
|
6.86K
$692K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-936- 6.85% |
$90.2K - $92.4K
|
12.7K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-960- 1.43% |
$92.5K - $94.7K
|
66.4K
$6.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.03K- 22.07% |
$99.4K - $102K
|
3.64K
$367K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.03K- 20.94% |
$99.6K - $102K
|
3.9K
$393K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.05K- 96.33% |
$101K - $104K
|
40
$4.03K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.06K- 30.13% |
$102K - $104K
|
2.45K
$247K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.1K- 20.0% |
$105K - $108K
|
4.38K
$441K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.11K- 16.01% |
$107K - $110K
|
5.84K
$589K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.15K- 11.39% |
$111K - $114K
|
8.97K
$903K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.23K- 15.8% |
$119K - $122K
|
6.57K
$662K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.25K- 6.66% |
$120K - $123K
|
17.5K
$1.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.26K- 37.96% |
$121K - $124K
|
2.05K
$207K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.26K- 43.22% |
$121K - $124K
|
1.65K
$167K
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.28K- 8.46% |
$123K - $126K
|
13.8K
$1.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.29K- 35.45% |
$125K - $128K
|
2.35K
$237K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.31K- 10.66% |
$126K - $129K
|
11K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.32K- 4.35% |
$127K - $130K
|
29K
$2.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
SELL
|
- |
-1.32K- 3.72% |
$128K - $131K
|
34.3K
$3.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.37K- 4.9% |
$132K - $135K
|
26.6K
$2.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.43K- 2.14% |
$138K - $141K
|
65.5K
$6.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.43K- 37.72% |
$138K - $141K
|
2.37K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.48K- 10.06% |
$142K - $146K
|
13.2K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-1.65K- 7.44% |
$159K - $163K
|
20.5K
$2.07M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.67K- 2.11% |
$161K - $165K
|
77.4K
$7.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.72K- 21.33% |
$165K - $169K
|
6.33K
$638K
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1.74K- 11.83% |
$167K - $172K
|
13K
$1.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-1.93K- 4.6% |
$186K - $191K
|
40K
$4.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.95K- 19.62% |
$187K - $192K
|
7.97K
$803K
|
|
|
Jan 18, 2024
Q4 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-1.96K- 24.42% |
$188K - $193K
|
6.05K
$610K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.98K- 3.82% |
$191K - $195K
|
49.8K
$5.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.99K- 98.81% |
$192K - $197K
|
24
$2.42K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2K- 1.94% |
$192K - $197K
|
101K
$10.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2K- 69.35% |
$193K - $197K
|
884
$89.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.04K- 12.56% |
$197K - $202K
|
14.2K
$1.43M
|