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 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3.5K+ 6.54% |
$351K - $355K
|
57.1K
$5.87M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
3.5KNew |
$351K - $355K
|
3.5K
$360K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
3.45K+ 24.99% |
$346K - $350K
|
17.3K
$1.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3.42K+ 22.82% |
$343K - $347K
|
18.4K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
3.34KNew |
$335K - $338K
|
3.34K
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.3KNew |
$331K - $334K
|
3.3K
$339K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
3.27KNew |
$327K - $331K
|
3.27K
$336K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
3.25K+ 10.17% |
$325K - $329K
|
35.2K
$3.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
3.23KNew |
$324K - $327K
|
3.23K
$332K
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
3.17KNew |
$317K - $321K
|
3.17K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.12K+ 8.14% |
$312K - $316K
|
41.4K
$4.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.1KNew |
$310K - $314K
|
3.1K
$318K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
3.07K+ 12.85% |
$307K - $311K
|
26.9K
$2.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.03K+ 18.62% |
$304K - $307K
|
19.3K
$1.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.02KNew |
$303K - $306K
|
3.02K
$310K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2.88K+ 13.98% |
$288K - $291K
|
23.4K
$2.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2.86K+ 2.43% |
$287K - $290K
|
121K
$12.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.78K+ 9.4% |
$279K - $282K
|
32.4K
$3.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.78K+ 121.62% |
$279K - $282K
|
5.06K
$521K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.76K+ 32.08% |
$276K - $279K
|
11.4K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
2.76K+ 13.41% |
$276K - $279K
|
23.3K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
2.69K+ 13.0% |
$270K - $273K
|
23.4K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.67KNew |
$268K - $271K
|
2.67K
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.67KNew |
$267K - $270K
|
2.67K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.63K+ 12.27% |
$263K - $266K
|
24K
$2.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.61KNew |
$261K - $264K
|
2.61K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.55KNew |
$256K - $259K
|
2.55K
$262K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.52K+ 69.7% |
$253K - $255K
|
6.13K
$631K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.47K+ 15.08% |
$247K - $250K
|
18.8K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.47K+ 124.81% |
$247K - $250K
|
4.44K
$457K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.45K+ 97.65% |
$245K - $248K
|
4.95K
$509K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.45K+ 7.57% |
$245K - $248K
|
34.8K
$3.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.43K+ 28.5% |
$243K - $246K
|
10.9K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.4K+ 6.9% |
$241K - $244K
|
37.2K
$3.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.32K+ 2.19% |
$233K - $236K
|
109K
$11.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2.31K+ 38.86% |
$231K - $234K
|
8.24K
$847K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.29KNew |
$230K - $232K
|
2.29K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.28K+ 1.61% |
$228K - $231K
|
144K
$14.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.27KNew |
$228K - $230K
|
2.27K
$233K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.26KNew |
$226K - $229K
|
2.26K
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.16K+ 9.58% |
$217K - $219K
|
24.7K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
2.09K+ 6.86% |
$210K - $212K
|
32.5K
$3.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.09K+ 59.24% |
$209K - $211K
|
5.61K
$577K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.07K+ 3.56% |
$207K - $210K
|
60.1K
$6.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.06K+ 3.54% |
$207K - $209K
|
60.3K
$6.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
2.03KNew |
$204K - $206K
|
2.03K
$209K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.03KNew |
$204K - $206K
|
2.03K
$209K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
1.95K+ 7.34% |
$196K - $198K
|
28.6K
$2.94M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.93K+ 73.38% |
$193K - $196K
|
4.56K
$469K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
1.77K+ 5.26% |
$177K - $179K
|
35.4K
$3.64M
|