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 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
49+ 0.8% |
$4.91K - $4.97K
|
6.18K
$633K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
49+ 1.53% |
$4.91K - $4.97K
|
3.25K
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
45+ 1.39% |
$4.51K - $4.56K
|
3.28K
$336K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40New |
$4.01K - $4.05K
|
40
$4.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
BUY
|
- |
35+ 1.04% |
$3.51K - $3.55K
|
3.41K
$350K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
32+ 0.21% |
$3.21K - $3.24K
|
15K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
32+ 0.45% |
$3.21K - $3.24K
|
7.09K
$727K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
31+ 0.62% |
$3.11K - $3.14K
|
5.02K
$515K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
31New |
$3.11K - $3.14K
|
31
$3.18K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
30+ 0.55% |
$3.01K - $3.04K
|
5.51K
$565K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
24New |
$2.41K - $2.43K
|
24
$2.46K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
23New |
$2.31K - $2.33K
|
23
$2.36K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20+ 0.01% |
$2K - $2.03K
|
235K
$24.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
20+ 0.49% |
$2K - $2.03K
|
4.11K
$421K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
20+ 0.04% |
$2K - $2.03K
|
46.4K
$4.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
18+ 0.65% |
$1.8K - $1.82K
|
2.79K
$286K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
15+ 0.55% |
$1.5K - $1.52K
|
2.75K
$282K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
15+ 0.42% |
$1.5K - $1.52K
|
3.55K
$364K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
14+ 2.15% |
$1.4K - $1.42K
|
666
$68.3K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
13+ 0.64% |
$1.3K - $1.32K
|
2.04K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
12+ 0.3% |
$1.2K - $1.22K
|
3.99K
$410K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
12+ 11.43% |
$1.2K - $1.22K
|
117
$12K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
9+ 3.69% |
$902 - $912
|
253
$25.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
8+ 1.7% |
$802 - $811
|
479
$49.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7+ 0.69% |
$702 - $709
|
1.02K
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7+ 0.12% |
$702 - $709
|
6K
$616K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6+ 0.61% |
$601 - $608
|
990
$102K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5New |
$501 - $507
|
5
$513
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
5+ 0.24% |
$501 - $507
|
2.06K
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4New |
$401 - $405
|
4
$410
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
4New |
$401 - $405
|
4
$410
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4+ 0.58% |
$401 - $405
|
692
$71K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3+ 0.15% |
$301 - $304
|
2.06K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3+ 4.76% |
$301 - $304
|
66
$6.77K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2New |
$200 - $203
|
2
$205
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.58% |
$100 - $101
|
172
$17.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.61% |
$100 - $101
|
165
$16.9K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.41% |
$100 - $101
|
245
$25.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$100 - $101
|
4.28K
$439K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-4- 0.04% |
$401 - $405
|
8.91K
$914K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5- 83.33% |
$501 - $507
|
1
$103
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-11- 0.36% |
$1.1K - $1.11K
|
3.01K
$309K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-12- 0.56% |
$1.2K - $1.22K
|
2.13K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-20- 80.0% |
$2K - $2.03K
|
5
$513
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-25- 0.31% |
$2.51K - $2.53K
|
7.98K
$818K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-25- 8.06% |
$2.51K - $2.53K
|
285
$29.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-26- 0.61% |
$2.61K - $2.64K
|
4.22K
$433K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-27- 1.25% |
$2.71K - $2.74K
|
2.14K
$219K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-33- 1.58% |
$3.31K - $3.34K
|
2.05K
$210K
|