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 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.24K+ 6.39% |
$124K - $125K
|
20.6K
$2.1M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.2K+ 2.08% |
$120K - $122K
|
59K
$6.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.17K+ 5.64% |
$117K - $118K
|
21.8K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.13K+ 40.11% |
$114K - $115K
|
3.96K
$404K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1.08K+ 4.77% |
$108K - $109K
|
23.6K
$2.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
1.07K+ 8.36% |
$107K - $108K
|
13.8K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
992+ 25.07% |
$99.4K - $101K
|
4.95K
$505K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
975+ 633.12% |
$97.7K - $98.8K
|
1.13K
$115K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
939+ 2.42% |
$94.1K - $95.2K
|
39.7K
$4.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
910+ 5.9% |
$91.2K - $92.2K
|
16.3K
$1.66M
|
|
|
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
$560K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
833+ 11.88% |
$83.5K - $84.4K
|
7.85K
$800K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
822+ 2.11% |
$82.4K - $83.3K
|
39.8K
$4.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
774+ 1.03% |
$77.6K - $78.4K
|
76.2K
$7.77M
|
|
|
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
$77K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
750New |
$75.2K - $76K
|
750
$76.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
735+ 17.13% |
$73.7K - $74.5K
|
5.03K
$513K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
732+ 21.37% |
$73.4K - $74.2K
|
4.16K
$424K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
722New |
$72.4K - $73.2K
|
722
$73.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
715+ 5.5% |
$71.7K - $72.5K
|
13.7K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
702+ 1.32% |
$70.4K - $71.1K
|
54.1K
$5.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
694New |
$69.6K - $70.3K
|
694
$70.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
661+ 9.51% |
$66.3K - $67K
|
7.61K
$776K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
624+ 0.17% |
$62.5K - $63.2K
|
372K
$37.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
614New |
$61.5K - $62.2K
|
614
$62.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
581+ 2.99% |
$58.2K - $58.9K
|
20K
$2.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
581+ 3.47% |
$58.2K - $58.9K
|
17.3K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
509+ 7.75% |
$51K - $51.6K
|
7.07K
$721K
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
498+ 4.09% |
$49.9K - $50.5K
|
12.7K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
498+ 2.04% |
$49.9K - $50.5K
|
24.9K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
486+ 58.62% |
$48.7K - $49.3K
|
1.32K
$134K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
413+ 2.69% |
$41.4K - $41.9K
|
15.8K
$1.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
411+ 7.64% |
$41.2K - $41.7K
|
5.79K
$591K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
409+ 0.26% |
$41K - $41.5K
|
157K
$16M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
407+ 3.91% |
$40.8K - $41.2K
|
10.8K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
401+ 534.67% |
$40.2K - $40.6K
|
476
$48.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
399+ 1.66% |
$40K - $40.4K
|
24.4K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
371+ 12.35% |
$37.2K - $37.6K
|
3.37K
$344K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
353+ 12.04% |
$35.4K - $35.8K
|
3.29K
$335K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
344+ 2.32% |
$34.5K - $34.9K
|
15.2K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
325New |
$32.6K - $32.9K
|
325
$33.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
325+ 2.4% |
$32.6K - $32.9K
|
13.9K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
308+ 19.18% |
$30.9K - $31.2K
|
1.91K
$195K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
285+ 5.87% |
$28.6K - $28.9K
|
5.14K
$524K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
276+ 3.2% |
$27.7K - $28K
|
8.91K
$909K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
257New |
$25.8K - $26K
|
257
$26.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
250New |
$25.1K - $25.3K
|
250
$25.5K
|