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 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
413+ 2.69% |
$41.4K - $41.9K
|
15.8K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
411+ 7.64% |
$41.2K - $41.7K
|
5.79K
$594K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
409+ 0.26% |
$41K - $41.5K
|
157K
$16.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
407+ 3.91% |
$40.8K - $41.2K
|
10.8K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
401+ 534.67% |
$40.2K - $40.6K
|
476
$48.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
399+ 1.66% |
$40K - $40.4K
|
24.4K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
371+ 12.35% |
$37.2K - $37.6K
|
3.37K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
353+ 12.04% |
$35.4K - $35.8K
|
3.29K
$337K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
344+ 2.32% |
$34.5K - $34.9K
|
15.2K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
325+ 2.4% |
$32.6K - $32.9K
|
13.9K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
325New |
$32.6K - $32.9K
|
325
$33.3K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
308+ 19.18% |
$30.9K - $31.2K
|
1.91K
$196K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
285+ 5.87% |
$28.6K - $28.9K
|
5.14K
$527K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
276+ 3.2% |
$27.7K - $28K
|
8.91K
$914K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
257New |
$25.8K - $26K
|
257
$26.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
250New |
$25.1K - $25.3K
|
250
$25.6K
|
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
233+ 0.95% |
$23.4K - $23.6K
|
24.8K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
228+ 4.21% |
$22.9K - $23.1K
|
5.65K
$579K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
216+ 8.2% |
$21.7K - $21.9K
|
2.85K
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
206+ 9.52% |
$20.6K - $20.9K
|
2.37K
$243K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
203+ 33.01% |
$20.3K - $20.6K
|
818
$83.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
192+ 2.22% |
$19.2K - $19.5K
|
8.85K
$908K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
173+ 0.59% |
$17.3K - $17.5K
|
29.4K
$3.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
164+ 7.78% |
$16.4K - $16.6K
|
2.27K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
157+ 5.54% |
$15.7K - $15.9K
|
2.99K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
151+ 0.61% |
$15.1K - $15.3K
|
25K
$2.57M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
147+ 3.07% |
$14.7K - $14.9K
|
4.93K
$505K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
141+ 46.84% |
$14.1K - $14.3K
|
442
$45.3K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
134+ 1.02% |
$13.4K - $13.6K
|
13.3K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
120+ 2.98% |
$12K - $12.2K
|
4.15K
$426K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
118+ 0.08% |
$11.8K - $12K
|
151K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
115+ 0.38% |
$11.5K - $11.7K
|
30.6K
$3.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
110+ 3.08% |
$11K - $11.1K
|
3.68K
$377K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
104New |
$10.4K - $10.5K
|
104
$10.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
93+ 0.46% |
$9.32K - $9.43K
|
20.4K
$2.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
92+ 0.2% |
$9.22K - $9.32K
|
46.2K
$4.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
90+ 4.55% |
$9.02K - $9.12K
|
2.07K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
88+ 293.33% |
$8.82K - $8.92K
|
118
$12.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
85+ 0.61% |
$8.52K - $8.61K
|
14K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
83+ 3.13% |
$8.32K - $8.41K
|
2.73K
$280K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
83New |
$8.32K - $8.41K
|
83
$8.51K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
77New |
$7.72K - $7.8K
|
77
$7.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
73+ 3.37% |
$7.32K - $7.4K
|
2.24K
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
73+ 4.14% |
$7.32K - $7.4K
|
1.84K
$188K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
72New |
$7.22K - $7.3K
|
72
$7.38K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
71+ 0.88% |
$7.12K - $7.2K
|
8.16K
$837K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
64+ 1.28% |
$6.42K - $6.49K
|
5.07K
$520K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
57New |
$5.71K - $5.78K
|
57
$5.85K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
54New |
$5.41K - $5.47K
|
54
$5.54K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
53+ 8.17% |
$5.31K - $5.37K
|
702
$72K
|