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 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
7.71K+ 5.18% |
$747K - $765K
|
157K
$15.7M
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
7.56KNew |
$732K - $750K
|
7.56K
$760K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.42K+ 44.04% |
$719K - $736K
|
24.3K
$2.44M
|
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
7.37K+ 5.0% |
$713K - $731K
|
155K
$15.5M
|
|
|
May 15, 2023
Q1 2023
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
7.36K+ 3.77% |
$713K - $731K
|
203K
$20.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
7.3KNew |
$707K - $724K
|
7.3K
$734K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.27K+ 6.89% |
$704K - $721K
|
113K
$11.3M
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
7.16KNew |
$694K - $710K
|
7.16K
$719K
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
7.16KNew |
$694K - $710K
|
7.16K
$719K
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
7.14K+ 44.33% |
$692K - $709K
|
23.2K
$2.34M
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
6.57K+ 128.53% |
$636K - $652K
|
11.7K
$1.17M
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
6.52K+ 28.86% |
$631K - $647K
|
29.1K
$2.92M
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
6.39K+ 47.09% |
$619K - $634K
|
20K
$2.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
5.99K+ 10.07% |
$580K - $594K
|
65.4K
$6.58M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.81KNew |
$563K - $577K
|
5.81K
$584K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.52KNew |
$535K - $548K
|
5.52K
$555K
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
BUY
|
- |
5.47K+ 4.53% |
$530K - $543K
|
126K
$12.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.13K+ 43.07% |
$497K - $509K
|
17.1K
$1.71M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.08K+ 6.47% |
$492K - $504K
|
83.6K
$8.4M
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
4.95K+ 4.15% |
$479K - $491K
|
124K
$12.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
4.93K+ 2.94% |
$478K - $490K
|
173K
$17.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
4.93K+ 102.11% |
$477K - $489K
|
9.75K
$980K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.84KNew |
$468K - $480K
|
4.84K
$486K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.83KNew |
$468K - $479K
|
4.83K
$485K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
4.76K+ 23.51% |
$461K - $472K
|
25K
$2.51M
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
BUY
|
- |
4.66K+ 13.92% |
$451K - $462K
|
38.1K
$3.83M
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
4.63K+ 3.35% |
$448K - $459K
|
143K
$14.3M
|
|
|
Jan 12, 2024
Q1 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
4.54K+ 4.49% |
$440K - $451K
|
106K
$10.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
BUY
|
- |
4.52K+ 7.51% |
$438K - $448K
|
64.7K
$6.5M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
4.46K+ 5.87% |
$432K - $442K
|
80.4K
$8.08M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
4.4KNew |
$426K - $437K
|
4.4K
$442K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
4.35K+ 2.39% |
$421K - $431K
|
186K
$18.7M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.27K+ 5.1% |
$413K - $424K
|
87.9K
$8.83M
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
4.07K+ 3.32% |
$395K - $404K
|
127K
$12.7M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.03K+ 58.38% |
$390K - $400K
|
10.9K
$1.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
4.02K+ 2.4% |
$389K - $399K
|
171K
$17.2M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.96K+ 11.83% |
$383K - $393K
|
37.4K
$3.76M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.88K+ 104.53% |
$375K - $385K
|
7.58K
$762K
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.87K+ 8.91% |
$375K - $384K
|
47.3K
$4.75M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
3.81K+ 100.18% |
$369K - $378K
|
7.61K
$764K
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.79K+ 2.83% |
$367K - $376K
|
138K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.78K+ 4.96% |
$366K - $375K
|
80.1K
$8.04M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.71K+ 8.92% |
$359K - $368K
|
45.3K
$4.55M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
3.68K+ 10.19% |
$357K - $365K
|
39.8K
$4M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
3.66K+ 3.57% |
$354K - $363K
|
106K
$10.7M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.56K+ 144.93% |
$345K - $353K
|
6.02K
$605K
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.55K+ 3.71% |
$344K - $352K
|
99.1K
$9.96M
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.47KNew |
$336K - $344K
|
3.47K
$348K
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
3.47K+ 56.16% |
$336K - $344K
|
9.64K
$968K
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
3.41K+ 18.96% |
$330K - $338K
|
21.4K
$2.15M
|