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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.69K- 31.49% |
$971K - $982K
|
21.1K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.69K- 28.53% |
$972K - $982K
|
24.3K
$2.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.3K- 17.77% |
$1.03M - $1.04M
|
47.7K
$4.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.4K- 65.26% |
$1.04M - $1.05M
|
5.53K
$568K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.6K- 8.03% |
$1.07M - $1.08M
|
122K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-11.5K- 43.54% |
$1.15M - $1.16M
|
14.9K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.3K- 6.79% |
$1.23M - $1.24M
|
168K
$17.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.5K- 34.97% |
$1.26M - $1.27M
|
23.3K
$2.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-14.7K- 14.73% |
$1.47M - $1.49M
|
84.9K
$8.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17.3K- 54.84% |
$1.73M - $1.75M
|
14.2K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-19.1K- 81.6% |
$1.91M - $1.93M
|
4.3K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20K- 1.63% |
$2M - $2.02M
|
1.21M
$124M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-20.4K- 58.8% |
$2.04M - $2.06M
|
14.3K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-20.5K- 53.51% |
$2.05M - $2.08M
|
17.8K
$1.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-20.9K- 55.36% |
$2.09M - $2.12M
|
16.8K
$1.73M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-21.2K- 75.51% |
$2.13M - $2.15M
|
6.88K
$706K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-21.3K- 9.05% |
$2.13M - $2.16M
|
214K
$22M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-23.2K- 53.91% |
$2.32M - $2.35M
|
19.8K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.5K- 11.36% |
$2.35M - $2.38M
|
183K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-25.7K- 12.23% |
$2.58M - $2.61M
|
185K
$18.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-25.8K- 72.22% |
$2.58M - $2.61M
|
9.91K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-26.7K- 68.06% |
$2.68M - $2.71M
|
12.5K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-27K- 29.79% |
$2.7M - $2.73M
|
63.6K
$6.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-28.8K- 88.43% |
$2.89M - $2.92M
|
3.77K
$386K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-31.2K- 11.01% |
$3.13M - $3.16M
|
252K
$25.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-33.7K- 27.99% |
$3.38M - $3.42M
|
86.7K
$8.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33.9K- 8.28% |
$3.4M - $3.44M
|
376K
$38.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.3K- 18.57% |
$3.54M - $3.58M
|
155K
$15.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-39.3K- 34.18% |
$3.94M - $3.98M
|
75.6K
$7.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-40.7K- 5.88% |
$4.08M - $4.13M
|
652K
$66.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-43.6K- 18.61% |
$4.37M - $4.42M
|
191K
$19.6M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-44.2K- 18.36% |
$4.43M - $4.48M
|
197K
$20.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-46.1K- 24.81% |
$4.62M - $4.67M
|
140K
$14.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-46.4K- 36.24% |
$4.65M - $4.71M
|
81.7K
$8.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-64.4K- 48.23% |
$6.46M - $6.53M
|
69.1K
$7.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-70.4K- 64.14% |
$7.05M - $7.13M
|
39.4K
$4.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-87.7K- 47.82% |
$8.79M - $8.88M
|
95.7K
$9.81M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-99.1K- 67.01% |
$9.93M - $10M
|
48.8K
$5M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-104K- 16.8% |
$10.4M - $10.6M
|
516K
$52.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-125K- 19.24% |
$12.6M - $12.7M
|
526K
$53.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-151K- 85.19% |
$15.2M - $15.3M
|
26.3K
$2.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-174K- 79.33% |
$17.4M - $17.6M
|
45.3K
$4.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-304K- 31.7% |
$30.5M - $30.8M
|
655K
$67.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-417K- 39.67% |
$41.8M - $42.3M
|
634K
$65.1M
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-1.2M- 98.42% |
$120M - $121M
|
19.2K
$1.97M
|