Purchases and Sales Made in Q4 2024 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 2024. 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 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.17K- 36.02% |
$117K - $118K
|
2.08K
$214K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.18K- 2.71% |
$119K - $120K
|
42.4K
$4.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.26K- 0.58% |
$126K - $128K
|
216K
$22.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.27K- 13.96% |
$128K - $129K
|
7.84K
$809K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.27K- 86.37% |
$128K - $129K
|
201
$20.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.38K- 1.3% |
$138K - $140K
|
104K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.38K- 18.2% |
$138K - $140K
|
6.2K
$640K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.4K- 35.0% |
$140K - $142K
|
2.6K
$268K
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.45K- 4.49% |
$146K - $147K
|
30.9K
$3.19M
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-1.53K- 25.21% |
$153K - $155K
|
4.54K
$469K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.54K- 38.0% |
$154K - $156K
|
2.51K
$259K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.54K- 8.43% |
$155K - $156K
|
16.8K
$1.73M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.55K- 2.84% |
$156K - $157K
|
53.2K
$5.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.58K- 38.55% |
$158K - $160K
|
2.52K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.59K- 12.57% |
$159K - $161K
|
11K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.61K- 14.31% |
$161K - $163K
|
9.63K
$995K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.69K- 14.06% |
$170K - $171K
|
10.3K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.72K- 22.5% |
$173K - $175K
|
5.94K
$613K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.77K- 5.41% |
$177K - $179K
|
30.9K
$3.19M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.93K- 25.16% |
$194K - $196K
|
5.75K
$593K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.93K- 31.35% |
$194K - $196K
|
4.24K
$437K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.97K- 11.59% |
$198K - $200K
|
15.1K
$1.55M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-2.14K- 21.41% |
$214K - $216K
|
7.84K
$810K
|
|
|
Jan 31, 2025
Q4 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-2.23K- 0.42% |
$223K - $226K
|
523K
$54M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-2.33K- 20.08% |
$233K - $236K
|
9.26K
$956K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2.54K- 27.92% |
$255K - $258K
|
6.56K
$678K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2.58K- 56.73% |
$258K - $261K
|
1.97K
$203K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.6K- 3.85% |
$260K - $263K
|
64.9K
$6.7M
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-2.61K- 2.4% |
$262K - $265K
|
106K
$11M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.63K- 4.64% |
$264K - $267K
|
54.1K
$5.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.67K- 7.23% |
$268K - $271K
|
34.2K
$3.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.01K- 40.96% |
$301K - $305K
|
4.34K
$448K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-3.01K- 32.99% |
$302K - $305K
|
6.11K
$631K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.03K- 20.03% |
$304K - $307K
|
12.1K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.08K- 26.71% |
$309K - $312K
|
8.46K
$873K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.28K- 1.46% |
$328K - $332K
|
220K
$22.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.32K- 28.03% |
$332K - $336K
|
8.51K
$879K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3.32K- 14.33% |
$333K - $336K
|
19.8K
$2.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-3.57K- 0.94% |
$358K - $362K
|
375K
$38.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.99K- 17.92% |
$400K - $404K
|
18.3K
$1.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-4.07K- 12.53% |
$408K - $413K
|
28.4K
$2.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-4.25K- 22.2% |
$426K - $431K
|
14.9K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.51K- 8.96% |
$452K - $457K
|
45.8K
$4.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-4.55K- 34.12% |
$456K - $461K
|
8.78K
$907K
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-4.55K- 1.48% |
$456K - $461K
|
302K
$31.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-4.55K- 3.07% |
$456K - $461K
|
144K
$14.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.84K- 1.04% |
$485K - $491K
|
463K
$47.8M
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.84K- 1.04% |
$485K - $491K
|
463K
$47.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.05K- 17.86% |
$506K - $512K
|
23.2K
$2.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-5.3K- 68.99% |
$531K - $537K
|
2.38K
$246K
|