Purchases and Sales Made in Q1 2023 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 2023. 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 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
7.39MNew |
$716M - $733M
|
7.39M
$742M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.65MNew |
$256M - $263M
|
2.65M
$266M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
597K+ 61.08% |
$57.9M - $59.3M
|
1.58M
$158M
|
|
|
May 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
534K+ 69.39% |
$51.7M - $52.9M
|
1.3M
$131M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
502K+ 31.18% |
$48.6M - $49.8M
|
2.11M
$212M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
385K+ 747.08% |
$37.3M - $38.2M
|
436K
$43.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
375K+ 60.49% |
$36.3M - $37.2M
|
995K
$99.9M
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
232K+ 56.12% |
$22.5M - $23M
|
645K
$64.8M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
224K+ 146.48% |
$21.7M - $22.3M
|
377K
$37.9M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
223KNew |
$21.6M - $22.1M
|
223K
$22.4M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
204K+ 72.95% |
$19.7M - $20.2M
|
483K
$48.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
202KNew |
$19.6M - $20.1M
|
202K
$20.3M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
188K+ 147.09% |
$18.2M - $18.7M
|
316K
$31.7M
|
|
|
May 10, 2023
Q1 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
187KNew |
$18.1M - $18.6M
|
187K
$18.8M
|
|
|
May 08, 2023
Q1 2023
|
Retirement Capital Strategies
|
BUY
|
- |
183K+ 5818.92% |
$17.7M - $18.1M
|
186K
$18.7M
|
|
|
May 04, 2023
Q1 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
154K+ 52.78% |
$15M - $15.3M
|
447K
$44.9M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
147KNew |
$14.2M - $14.6M
|
147K
$14.8M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
143K+ 60.37% |
$13.9M - $14.2M
|
380K
$38.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
139K+ 1430.84% |
$13.5M - $13.8M
|
149K
$14.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
136K+ 3096.19% |
$13.2M - $13.5M
|
140K
$14.1M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
127K+ 50.69% |
$12.3M - $12.6M
|
377K
$37.9M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
94.6K+ 43.9% |
$9.16M - $9.39M
|
310K
$31.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
BUY
|
- |
88.1KNew |
$8.53M - $8.74M
|
88.1K
$8.84M
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
85.6KNew |
$8.29M - $8.49M
|
85.6K
$8.59M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
84.9K+ 2896.49% |
$8.23M - $8.43M
|
87.9K
$8.82M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
78.3K+ 29.36% |
$7.58M - $7.77M
|
345K
$34.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
78.2K+ 1913.97% |
$7.57M - $7.76M
|
82.3K
$8.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
73.5K+ 96.29% |
$7.12M - $7.3M
|
150K
$15M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
71.8K+ 37.55% |
$6.96M - $7.13M
|
263K
$26.4M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
67.3K+ 9.99% |
$6.51M - $6.67M
|
741K
$74.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
62.7K+ 45.43% |
$6.08M - $6.23M
|
201K
$20.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
60.7K+ 116.0% |
$5.88M - $6.02M
|
113K
$11.3M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
57.8KNew |
$5.6M - $5.74M
|
57.8K
$5.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
56.8K+ 40.28% |
$5.5M - $5.64M
|
198K
$19.9M
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
52.9KNew |
$5.12M - $5.25M
|
52.9K
$5.31M
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
52.1K+ 51.33% |
$5.04M - $5.17M
|
153K
$15.4M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
47.6KNew |
$4.61M - $4.73M
|
47.6K
$4.78M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46.4K+ 7.25% |
$4.5M - $4.61M
|
687K
$69M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
42.7K+ 7.27% |
$4.14M - $4.24M
|
630K
$63.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
42.2K+ 21.44% |
$4.09M - $4.19M
|
239K
$24M
|
|
|
May 04, 2023
Q1 2023
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
40K+ 34.45% |
$3.88M - $3.97M
|
156K
$15.7M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
40K+ 145.48% |
$3.88M - $3.97M
|
67.5K
$6.78M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
39K+ 291.93% |
$3.78M - $3.87M
|
52.4K
$5.26M
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
38.1K+ 99.86% |
$3.69M - $3.78M
|
76.3K
$7.66M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
37.2K+ 100410.81% |
$3.6M - $3.69M
|
37.2K
$3.73M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
36.7K+ 8.32% |
$3.55M - $3.64M
|
477K
$47.9M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
36K+ 6.94% |
$3.49M - $3.57M
|
555K
$55.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
35.7K+ 149.94% |
$3.46M - $3.54M
|
59.5K
$5.98M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34.3K+ 79.72% |
$3.32M - $3.4M
|
77.4K
$7.76M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
34.2K+ 238.02% |
$3.31M - $3.39M
|
48.6K
$4.87M
|