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 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.69K+ 0.91% |
$170K - $172K
|
187K
$19.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.65K+ 50.17% |
$166K - $168K
|
4.95K
$507K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.61K+ 33.7% |
$161K - $163K
|
6.37K
$653K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
1.6K+ 156.95% |
$161K - $163K
|
2.63K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.57KNew |
$157K - $159K
|
1.57K
$161K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.53K+ 102.89% |
$153K - $155K
|
3.02K
$310K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.47K+ 1.13% |
$147K - $149K
|
132K
$13.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.41K+ 2.69% |
$141K - $142K
|
53.6K
$5.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
1.37K+ 4.47% |
$137K - $139K
|
32K
$3.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.32K+ 8.53% |
$133K - $134K
|
16.8K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.31K+ 12.39% |
$131K - $133K
|
11.9K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.26K+ 1.93% |
$126K - $127K
|
66.2K
$6.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.24K+ 1.76% |
$124K - $126K
|
71.6K
$7.35M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.24K+ 15.92% |
$124K - $126K
|
9.04K
$927K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.24K+ 2.22% |
$124K - $126K
|
57.2K
$5.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.24K+ 6.39% |
$124K - $125K
|
20.6K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.2K+ 2.08% |
$120K - $122K
|
59K
$6.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.17K+ 5.64% |
$117K - $118K
|
21.8K
$2.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.13K+ 40.11% |
$114K - $115K
|
3.96K
$406K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1.08K+ 4.77% |
$108K - $109K
|
23.6K
$2.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
1.07K+ 8.36% |
$107K - $108K
|
13.8K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
992+ 25.07% |
$99.4K - $101K
|
4.95K
$508K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
975+ 633.12% |
$97.7K - $98.8K
|
1.13K
$116K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
939+ 2.42% |
$94.1K - $95.2K
|
39.7K
$4.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
910+ 5.9% |
$91.2K - $92.2K
|
16.3K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
864+ 7.74% |
$86.6K - $87.6K
|
12K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
863+ 0.75% |
$86.5K - $87.5K
|
116K
$11.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
852+ 18.35% |
$85.4K - $86.4K
|
5.49K
$563K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
833+ 11.88% |
$83.5K - $84.4K
|
7.85K
$805K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
822+ 2.11% |
$82.4K - $83.3K
|
39.8K
$4.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
774+ 1.03% |
$77.6K - $78.4K
|
76.2K
$7.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
774+ 0.64% |
$77.6K - $78.4K
|
121K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
755New |
$75.7K - $76.5K
|
755
$77.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
750New |
$75.2K - $76K
|
750
$76.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
735+ 17.13% |
$73.7K - $74.5K
|
5.03K
$515K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
732+ 21.37% |
$73.4K - $74.2K
|
4.16K
$426K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
722New |
$72.4K - $73.2K
|
722
$74K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
715+ 5.5% |
$71.7K - $72.5K
|
13.7K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
702+ 1.32% |
$70.4K - $71.1K
|
54.1K
$5.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
694New |
$69.6K - $70.3K
|
694
$71.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
661+ 9.51% |
$66.3K - $67K
|
7.61K
$780K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
624+ 0.17% |
$62.5K - $63.2K
|
372K
$38.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
614New |
$61.5K - $62.2K
|
614
$63K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
581+ 2.99% |
$58.2K - $58.9K
|
20K
$2.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
581+ 3.47% |
$58.2K - $58.9K
|
17.3K
$1.78M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
567New |
$56.8K - $57.5K
|
567
$58.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
509+ 7.75% |
$51K - $51.6K
|
7.07K
$725K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
498+ 2.04% |
$49.9K - $50.5K
|
24.9K
$2.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
498+ 4.09% |
$49.9K - $50.5K
|
12.7K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
486+ 58.62% |
$48.7K - $49.3K
|
1.32K
$135K
|