Purchases and Sales Made in Q1 2023 in Ishares Barclays 0 5 Year Tips (STIP)

STIP Quotes by TradingView

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 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
33.7K
+ 24.95%
$3.26M - $3.34M
169K $16.9M
Apr 20, 2023 Q1 2023
Perfromance Wealth Partners, LLC

BUY
 -
29.6K
+ 240.48%
$2.87M - $2.94M
42K $4.21M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
29.1K
+ 8.15%
$2.82M - $2.89M
386K $38.7M
May 15, 2023 Q1 2023
Evexia Wealth LLC

Stevens Point, WI
BUY
 -
22.6K
New
$2.19M - $2.25M
22.6K $2.27M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
22K
+ 8.01%
$2.13M - $2.18M
297K $29.8M
May 08, 2023 Q1 2023
Smart Money Group LLC

BUY
 -
21.7K
+ 67.88%
$2.1M - $2.15M
53.6K $5.38M
May 15, 2023 Q1 2023
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
21.4K
New
$2.07M - $2.12M
21.4K $2.15M
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
19.8K
New
$1.92M - $1.96M
19.8K $1.99M
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
19.8K
New
$1.92M - $1.96M
19.8K $1.99M
May 05, 2023 Q1 2023
Mattern Wealth Management LLC

BUY
 -
19.7K
+ 89.77%
$1.91M - $1.95M
41.6K $4.18M
May 15, 2023 Q1 2023
Greenline Partners, LLC

New York, NY
BUY
 -
18.1K
+ 12.8%
$1.76M - $1.8M
160K $16M
May 09, 2023 Q1 2023
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
17.8K
+ 8.18%
$1.73M - $1.77M
236K $23.7M
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
17.6K
+ 11.18%
$1.71M - $1.75M
175K $17.6M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
17.1K
+ 6.15%
$1.65M - $1.69M
294K $29.5M
Apr 26, 2023 Q1 2023
Sugarloaf Wealth Management, LLC

BUY
 -
16.6K
+ 4077.64%
$1.61M - $1.65M
17K $1.71M
Apr 13, 2023 Q1 2023
Landmark Financial Advisors, LLC

BUY
 -
15.8K
+ 11.88%
$1.53M - $1.56M
148K $14.9M
May 15, 2023 Q1 2023
Wbi Investments, Inc.

BUY
 -
15.5K
New
$1.5M - $1.53M
15.5K $1.55M
May 10, 2023 Q1 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
15.4K
+ 41.11%
$1.49M - $1.52M
52.7K $5.29M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
15.1K
+ 21.28%
$1.47M - $1.5M
86.2K $8.66M
May 11, 2023 Q1 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
15K
New
$1.45M - $1.49M
15K $1.51M
May 12, 2023 Q1 2023
Prospera Financial Services Inc

BUY
 -
14.6K
+ 13.63%
$1.42M - $1.45M
122K $12.2M
Apr 27, 2023 Q1 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
14K
+ 5.09%
$1.36M - $1.39M
290K $29.1M
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
13.7K
+ 11.56%
$1.33M - $1.36M
132K $13.3M
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
13.1K
New
$1.27M - $1.3M
13.1K $1.31M
Apr 04, 2023 Q1 2023
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
12.9K
+ 67.23%
$1.25M - $1.28M
32.2K $3.23M
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
12.5K
New
$1.21M - $1.24M
12.5K $1.26M
Apr 24, 2023 Q1 2023
Seed Wealth Management, Inc.

Evanston, IL
BUY
 -
12.4K
New
$1.2M - $1.23M
12.4K $1.24M
May 18, 2023 Q1 2023
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
12.4K
New
$1.2M - $1.23M
12.4K $1.24M
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
11.7K
New
$1.13M - $1.16M
11.7K $1.17M
May 08, 2023 Q1 2023
M. Kulyk & Associates, LLC

BUY
 -
11.5K
+ 2.88%
$1.11M - $1.14M
409K $41M
Apr 20, 2023 Q1 2023
Uma Financial Services, Inc.

BUY
 -
11.3K
+ 117.83%
$1.09M - $1.12M
20.8K $2.09M
Apr 10, 2023 Q1 2023
Austin Asset Management CO Inc

BUY
 -
11.2K
+ 5.18%
$1.09M - $1.11M
228K $22.9M
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
11K
+ 6.14%
$1.07M - $1.09M
191K $19.1M
May 04, 2023 Q1 2023
Cable Hill Partners, LLC

Portland, OR
BUY
 -
10.9K
+ 5.47%
$1.06M - $1.08M
210K $21.1M
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
10.6K
New
$1.02M - $1.05M
10.6K $1.06M
May 04, 2023 Q1 2023
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
10K
+ 50.21%
$973K - $996K
30K $3.02M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
9.63K
+ 26.78%
$932K - $955K
45.6K $4.57M
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
9.33K
New
$904K - $926K
9.33K $937K
Apr 17, 2023 Q1 2023
Northland Capital Management LLC

BUY
 -
9K
+ 14.42%
$872K - $893K
71.4K $7.17M
May 12, 2023 Q1 2023
Svb Wealth LLC

Boston, MA
BUY
 -
8.78K
+ 16.57%
$850K - $871K
61.8K $6.2M
Apr 14, 2023 Q1 2023
First Command Financial Services, Inc.

BUY
 -
8.64K
+ 1.81%
$837K - $857K
486K $48.8M
Apr 14, 2023 Q1 2023
First Command Bank

BUY
 -
8.64K
+ 1.81%
$837K - $857K
486K $48.8M
May 12, 2023 Q1 2023
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
8.57K
New
$830K - $851K
8.57K $861K
May 11, 2023 Q1 2023
Summitry LLC

Foster City, CA
BUY
 -
8.54K
+ 2.91%
$827K - $848K
303K $30.4M
Apr 18, 2023 Q1 2023
Tanager Wealth Management LLP

BUY
 -
8.42K
+ 3.74%
$816K - $836K
234K $23.4M
Apr 18, 2023 Q1 2023
Empirical Asset Management, LLC

BUY
 -
8.33K
New
$807K - $827K
8.33K $836K
Apr 12, 2023 Q1 2023
Retireful, LLC

BUY
 -
8.09K
New
$783K - $802K
8.09K $812K
Apr 03, 2023 Q1 2023
Goal Vest Advisory LLC

BUY
 -
8.09K
+ 16.09%
$783K - $802K
58.3K $5.85M
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
7.73K
New
$749K - $767K
7.73K $776K

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