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 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-380- 2.29% |
$38.1K - $38.5K
|
16.2K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-408- 13.99% |
$40.9K - $41.4K
|
2.51K
$257K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-418- 7.8% |
$41.9K - $42.4K
|
4.94K
$507K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-422- 39.59% |
$42.3K - $42.8K
|
644
$66K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-424- 6.94% |
$42.5K - $43K
|
5.68K
$583K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-425- 6.29% |
$42.6K - $43.1K
|
6.33K
$649K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-432- 4.04% |
$43.3K - $43.8K
|
10.3K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-448- 7.07% |
$44.9K - $45.4K
|
5.89K
$604K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-449- 2.78% |
$45K - $45.5K
|
15.7K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-450- 7.96% |
$45.1K - $45.6K
|
5.2K
$534K
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-454- 6.11% |
$45.5K - $46K
|
6.97K
$715K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-461- 7.16% |
$46.2K - $46.7K
|
5.98K
$613K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-475- 0.28% |
$47.6K - $48.1K
|
170K
$17.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-498- 6.04% |
$49.9K - $50.5K
|
7.75K
$795K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-527- 5.48% |
$52.8K - $53.4K
|
9.08K
$932K
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-528- 16.34% |
$52.9K - $53.5K
|
2.7K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-551- 17.08% |
$55.2K - $55.8K
|
2.68K
$274K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-581- 3.79% |
$58.2K - $58.9K
|
14.7K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-588- 5.83% |
$58.9K - $59.6K
|
9.5K
$974K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-593- 37.09% |
$59.4K - $60.1K
|
1.01K
$103K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-603- 21.35% |
$60.4K - $61.1K
|
2.22K
$228K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-618- 6.77% |
$61.9K - $62.6K
|
8.52K
$873K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-631- 94.04% |
$63.3K - $64K
|
40
$4.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-640- 6.97% |
$64.2K - $64.9K
|
8.55K
$877K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-647- 10.14% |
$64.9K - $65.6K
|
5.73K
$588K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-652- 24.97% |
$65.4K - $66.1K
|
1.96K
$201K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-679- 86.17% |
$68.1K - $68.8K
|
109
$11.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-715- 1.73% |
$71.7K - $72.5K
|
40.6K
$4.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-717- 16.06% |
$71.9K - $72.7K
|
3.75K
$384K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-741- 75.3% |
$74.3K - $75.1K
|
243
$24.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-746- 18.61% |
$74.8K - $75.6K
|
3.26K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-755- 8.06% |
$75.7K - $76.5K
|
8.61K
$883K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-765- 6.98% |
$76.7K - $77.5K
|
10.2K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-796- 5.78% |
$79.8K - $80.7K
|
13K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-800- 5.9% |
$80.2K - $81.1K
|
12.8K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-820- 0.37% |
$82.2K - $83.1K
|
222K
$22.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-868- 8.71% |
$87K - $88K
|
9.09K
$932K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-871- 11.39% |
$87.3K - $88.3K
|
6.78K
$695K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-890- 5.34% |
$89.2K - $90.2K
|
15.8K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-915- 7.19% |
$91.7K - $92.7K
|
11.8K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-978- 24.02% |
$98K - $99.1K
|
3.09K
$317K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.04K- 9.69% |
$105K - $106K
|
9.72K
$997K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.07K- 21.93% |
$107K - $109K
|
3.81K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 8.92% |
$108K - $109K
|
11K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.15K- 6.4% |
$115K - $116K
|
16.8K
$1.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.17K- 36.02% |
$117K - $118K
|
2.08K
$213K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.18K- 2.71% |
$119K - $120K
|
42.4K
$4.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.26K- 0.58% |
$126K - $128K
|
216K
$22.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.27K- 13.96% |
$128K - $129K
|
7.84K
$804K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.27K- 86.37% |
$128K - $129K
|
201
$20.6K
|