Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
10New |
$1.04K - $1.07K
|
10
$1K
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
6+ 0.18% |
$623 - $641
|
3.42K
$344K
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
6+ 0.31% |
$623 - $641
|
1.97K
$198K
|
|
May 10, 2022
Q1 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5+ 500.0% |
$519 - $534
|
6
$603
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2+ 0.03% |
$208 - $214
|
6.23K
$626K
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2+ 0.05% |
$208 - $214
|
3.81K
$382K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
2New |
$208 - $214
|
2
$201
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.72% |
$104 - $107
|
59
$5.93K
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$104 - $107
|
8.92K
$896K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.02% |
$104 - $107
|
4.07K
$409K
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-4Closed |
$415 - $427
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-15- 0.51% |
$1.56K - $1.6K
|
2.92K
$293K
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-18- 0.7% |
$1.87K - $1.92K
|
2.56K
$257K
|
|
Apr 22, 2022
Q1 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-28- 0.03% |
$2.91K - $2.99K
|
104K
$10.4M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-37- 0.25% |
$3.84K - $3.95K
|
15K
$1.51M
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-37- 0.91% |
$3.84K - $3.95K
|
4.04K
$406K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-38- 40.86% |
$3.95K - $4.06K
|
55
$5.53K
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-54- 39.71% |
$5.61K - $5.77K
|
82
$8.24K
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-54- 96.43% |
$5.61K - $5.77K
|
2
$201
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-71Closed |
$7.37K - $7.58K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-89- 18.13% |
$9.24K - $9.5K
|
402
$40.4K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-113- 4.51% |
$11.7K - $12.1K
|
2.4K
$241K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-114- 86.36% |
$11.8K - $12.2K
|
18
$1.81K
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-139- 2.39% |
$14.4K - $14.8K
|
5.69K
$571K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-145- 65.02% |
$15.1K - $15.5K
|
78
$7.84K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-168Closed |
$17.4K - $17.9K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-170Closed |
$17.6K - $18.1K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-190Closed |
$19.7K - $20.3K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-193- 8.8% |
$20K - $20.6K
|
2K
$201K
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-193- 1.48% |
$20K - $20.6K
|
12.9K
$1.29M
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-197- 1.18% |
$20.5K - $21K
|
16.5K
$1.66M
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-200Closed |
$20.8K - $21.4K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-215- 5.55% |
$22.3K - $23K
|
3.66K
$368K
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-221- 3.85% |
$22.9K - $23.6K
|
5.52K
$555K
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-234- 2.04% |
$24.3K - $25K
|
11.3K
$1.13M
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-238Closed |
$24.7K - $25.4K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-276- 3.04% |
$28.7K - $29.5K
|
8.81K
$885K
|
|
Apr 28, 2022
Q1 2022
|
Keating Investment Counselors Inc
|
SELL
|
- |
-290- 0.17% |
$30.1K - $31K
|
166K
$16.7M
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-302- 11.63% |
$31.4K - $32.2K
|
2.3K
$231K
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-325- 1.02% |
$33.7K - $34.7K
|
31.6K
$3.18M
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-332- 10.73% |
$34.5K - $35.4K
|
2.76K
$278K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-333- 57.02% |
$34.6K - $35.6K
|
251
$25.2K
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-377- 0.78% |
$39.1K - $40.2K
|
48K
$4.82M
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-378- 12.5% |
$39.2K - $40.4K
|
2.65K
$266K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-400Closed |
$41.5K - $42.7K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-410- 0.92% |
$42.6K - $43.8K
|
44K
$4.42M
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-421- 1.26% |
$43.7K - $44.9K
|
32.9K
$3.3M
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-426- 1.2% |
$44.2K - $45.5K
|
35K
$3.51M
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-468- 3.7% |
$48.6K - $50K
|
12.2K
$1.23M
|
|
May 03, 2022
Q1 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-498- 2.02% |
$51.7K - $53.2K
|
24.1K
$2.42M
|