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 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-34- 1.02% |
$3.41K - $3.45K
|
3.32K
$340K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-39- 0.16% |
$3.91K - $3.95K
|
24.7K
$2.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-39- 1.3% |
$3.91K - $3.95K
|
2.96K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-45- 13.04% |
$4.51K - $4.56K
|
300
$30.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-50- 0.09% |
$5.01K - $5.07K
|
56K
$5.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-50- 0.89% |
$5.01K - $5.07K
|
5.57K
$571K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-50- 4.54% |
$5.01K - $5.07K
|
1.05K
$108K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-59- 0.73% |
$5.91K - $5.98K
|
8.02K
$822K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-75- 1.95% |
$7.52K - $7.6K
|
3.77K
$387K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-83- 1.05% |
$8.32K - $8.41K
|
7.81K
$801K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-91- 1.74% |
$9.12K - $9.22K
|
5.13K
$526K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-93- 3.05% |
$9.32K - $9.43K
|
2.96K
$303K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 24.69% |
$10K - $10.1K
|
305
$31.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-108- 91.53% |
$10.8K - $10.9K
|
10
$1.03K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-116- 2.95% |
$11.6K - $11.8K
|
3.81K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-117- 3.16% |
$11.7K - $11.9K
|
3.59K
$368K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-123- 1.82% |
$12.3K - $12.5K
|
6.64K
$681K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-123- 3.98% |
$12.3K - $12.5K
|
2.97K
$305K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-130- 2.11% |
$13K - $13.2K
|
6.04K
$620K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-135- 45.0% |
$13.5K - $13.7K
|
165
$16.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-137- 0.45% |
$13.7K - $13.9K
|
30.2K
$3.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-137- 0.45% |
$13.7K - $13.9K
|
30.2K
$3.09M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-138- 2.74% |
$13.8K - $14K
|
4.9K
$502K
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-139- 2.77% |
$13.9K - $14.1K
|
4.88K
$500K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-141- 0.87% |
$14.1K - $14.3K
|
16.1K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-147- 2.67% |
$14.7K - $14.9K
|
5.36K
$549K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-148- 13.41% |
$14.8K - $15K
|
956
$98K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-151- 2.99% |
$15.1K - $15.3K
|
4.91K
$503K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-153- 1.58% |
$15.3K - $15.5K
|
9.53K
$978K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-160- 33.97% |
$16K - $16.2K
|
311
$31.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-160- 4.01% |
$16K - $16.2K
|
3.83K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-184- 3.29% |
$18.4K - $18.6K
|
5.41K
$555K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-184- 6.84% |
$18.4K - $18.6K
|
2.51K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-188- 0.89% |
$18.8K - $19.1K
|
21K
$2.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-190- 0.64% |
$19K - $19.3K
|
29.6K
$3.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-191- 0.1% |
$19.1K - $19.4K
|
184K
$18.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-194- 9.46% |
$19.4K - $19.7K
|
1.86K
$190K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-234- 1.84% |
$23.5K - $23.7K
|
12.5K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-237- 4.07% |
$23.8K - $24K
|
5.59K
$573K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-247- 3.87% |
$24.8K - $25K
|
6.14K
$629K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-270- 0.27% |
$27.1K - $27.4K
|
98.3K
$10.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-281- 11.11% |
$28.2K - $28.5K
|
2.25K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-285- 7.53% |
$28.6K - $28.9K
|
3.5K
$359K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-299- 5.4% |
$30K - $30.3K
|
5.24K
$537K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-302- 2.38% |
$30.3K - $30.6K
|
12.4K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-315- 0.66% |
$31.6K - $31.9K
|
47.1K
$4.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-341- 0.99% |
$34.2K - $34.6K
|
34K
$3.49M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-358- 4.06% |
$35.9K - $36.3K
|
8.47K
$868K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-362- 2.16% |
$36.3K - $36.7K
|
16.4K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-379- 22.78% |
$38K - $38.4K
|
1.29K
$132K
|