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 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
8.22K+ 7.37% |
$824K - $834K
|
120K
$12.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
8.08KNew |
$810K - $819K
|
8.08K
$828K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
7.91K+ 198.69% |
$793K - $802K
|
11.9K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.22KNew |
$724K - $732K
|
7.22K
$741K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
6.97K+ 3.71% |
$698K - $706K
|
195K
$20M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.93K+ 38.49% |
$695K - $703K
|
24.9K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
6.9K+ 2.8% |
$691K - $699K
|
253K
$25.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.81K+ 110.02% |
$683K - $690K
|
13K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
6.8K+ 14.72% |
$682K - $689K
|
53K
$5.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
6.78KNew |
$679K - $687K
|
6.78K
$695K
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
6.5KNew |
$652K - $659K
|
6.5K
$667K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.37KNew |
$639K - $646K
|
6.37K
$654K
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
6.26KNew |
$628K - $635K
|
6.26K
$642K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
6.14KNew |
$615K - $622K
|
6.14K
$630K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
6.04KNew |
$606K - $612K
|
6.04K
$620K
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
6.03KNew |
$604K - $611K
|
6.03K
$618K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
5.99K+ 4.95% |
$600K - $607K
|
127K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.75K+ 4.54% |
$577K - $583K
|
132K
$13.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.75KNew |
$576K - $582K
|
5.75K
$589K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
5.52KNew |
$553K - $559K
|
5.52K
$566K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
5.4K+ 9.98% |
$541K - $547K
|
59.5K
$6.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.37K+ 44.96% |
$538K - $544K
|
17.3K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
5.25KNew |
$526K - $532K
|
5.25K
$538K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
5.2KNew |
$521K - $527K
|
5.2K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.19K+ 13.41% |
$520K - $526K
|
43.9K
$4.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.18K+ 22.42% |
$520K - $525K
|
28.3K
$2.9M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
5.17KNew |
$518K - $524K
|
5.17K
$530K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.11KNew |
$513K - $518K
|
5.11K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
4.97K+ 0.74% |
$498K - $503K
|
678K
$69.6M
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
4.97KNew |
$498K - $503K
|
4.97K
$509K
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
4.81KNew |
$482K - $488K
|
4.81K
$493K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.72K+ 176.39% |
$473K - $478K
|
7.39K
$758K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.68KNew |
$469K - $474K
|
4.68K
$480K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.62KNew |
$463K - $468K
|
4.62K
$473K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.56KNew |
$457K - $462K
|
4.56K
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.48KNew |
$449K - $454K
|
4.48K
$460K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.3KNew |
$431K - $436K
|
4.3K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
4.21K+ 2.97% |
$422K - $426K
|
146K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
4.19K+ 117.04% |
$420K - $425K
|
7.77K
$797K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.09K+ 6.19% |
$410K - $414K
|
70.2K
$7.2M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
3.96KNew |
$397K - $401K
|
3.96K
$406K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.93K+ 14.08% |
$394K - $398K
|
31.8K
$3.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
3.83KNew |
$384K - $388K
|
3.83K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.78KNew |
$379K - $383K
|
3.78K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.76KNew |
$377K - $381K
|
3.76K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
3.66KNew |
$367K - $371K
|
3.66K
$376K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
3.66KNew |
$367K - $371K
|
3.66K
$376K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.66K+ 113.86% |
$366K - $370K
|
6.87K
$704K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.65KNew |
$366K - $370K
|
3.65K
$374K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.54KNew |
$355K - $359K
|
3.54K
$363K
|