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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-6.19K- 20.87% |
$600K - $614K
|
23.5K
$2.36M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.22K- 12.59% |
$602K - $617K
|
43.1K
$4.33M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.37K- 10.22% |
$617K - $632K
|
55.9K
$5.61M
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-6.68K- 9.16% |
$647K - $663K
|
66.2K
$6.65M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.92K- 2.18% |
$670K - $686K
|
310K
$31.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-6.92K- 41.6% |
$670K - $687K
|
9.72K
$975K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-7.2K- 13.24% |
$697K - $714K
|
47.2K
$4.73M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-7.33K- 24.4% |
$710K - $727K
|
22.7K
$2.28M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.36K- 6.23% |
$713K - $731K
|
111K
$11.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-7.87K- 41.03% |
$762K - $781K
|
11.3K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.18K- 6.61% |
$792K - $811K
|
116K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-8.4K- 23.2% |
$814K - $834K
|
27.8K
$2.79M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-8.62K- 68.18% |
$835K - $855K
|
4.02K
$404K
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-8.77K- 34.19% |
$849K - $870K
|
16.9K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.15K- 14.54% |
$886K - $908K
|
53.8K
$5.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-9.38K- 2.63% |
$909K - $931K
|
347K
$34.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-9.7K- 16.8% |
$939K - $962K
|
48K
$4.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.3K- 12.16% |
$1M - $1.03M
|
74.7K
$7.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-10.4K- 44.41% |
$1.01M - $1.03M
|
13K
$1.31M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.5K- 11.18% |
$1.02M - $1.04M
|
83.6K
$8.4M
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-10.9K- 43.45% |
$1.05M - $1.08M
|
14.1K
$1.42M
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-11.2K- 7.63% |
$1.08M - $1.11M
|
135K
$13.6M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-11.2K- 66.12% |
$1.09M - $1.11M
|
5.76K
$578K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-11.4K- 42.36% |
$1.11M - $1.13M
|
15.6K
$1.56M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-11.4K- 10.4% |
$1.11M - $1.14M
|
98.6K
$9.89M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.7K- 35.86% |
$1.23M - $1.26M
|
22.7K
$2.28M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12.9K- 8.63% |
$1.25M - $1.28M
|
137K
$13.7M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.7K- 7.27% |
$1.42M - $1.46M
|
187K
$18.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-14.7K- 23.65% |
$1.42M - $1.46M
|
47.4K
$4.76M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-14.8K- 15.21% |
$1.43M - $1.47M
|
82.3K
$8.26M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-14.9K- 8.06% |
$1.45M - $1.48M
|
171K
$17.1M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-15.2K- 17.61% |
$1.47M - $1.51M
|
71K
$7.13M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-15.3K- 83.34% |
$1.49M - $1.52M
|
3.07K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-16K- 62.01% |
$1.55M - $1.59M
|
9.8K
$983K
|
|
|
May 08, 2023
Q1 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-16.6K- 21.94% |
$1.61M - $1.65M
|
59.1K
$5.94M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-18.9K- 90.72% |
$1.83M - $1.87M
|
1.93K
$194K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-20K- 75.06% |
$1.94M - $1.98M
|
6.64K
$666K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-21.6K- 77.67% |
$2.1M - $2.15M
|
6.22K
$624K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-23K- 28.23% |
$2.23M - $2.28M
|
58.5K
$5.87M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-23.5K- 12.36% |
$2.27M - $2.33M
|
166K
$16.7M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-23.6K- 48.63% |
$2.28M - $2.34M
|
24.9K
$2.5M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-24.1K- 90.31% |
$2.33M - $2.39M
|
2.58K
$259K
|
|
|
Apr 06, 2023
Q1 2023
|
New Capital Management LP
|
SELL
|
- |
-25.3K- 14.13% |
$2.45M - $2.51M
|
154K
$15.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-25.9K- 34.53% |
$2.51M - $2.57M
|
49.1K
$4.93M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-26.5K- 41.9% |
$2.57M - $2.63M
|
36.7K
$3.69M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-27.8K- 33.62% |
$2.69M - $2.76M
|
54.9K
$5.51M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-28.6K- 79.68% |
$2.77M - $2.84M
|
7.3K
$733K
|
|
|
Apr 28, 2023
Q1 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-29.1K- 72.71% |
$2.82M - $2.89M
|
10.9K
$1.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-30.3K- 71.32% |
$2.94M - $3.01M
|
12.2K
$1.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-34.2K- 32.76% |
$3.31M - $3.39M
|
70.2K
$7.04M
|