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
Blair William & CO

Chicago, IL
BUY
 -
3.24K
+ 5.32%
$314K - $322K
64.2K $6.45M
May 05, 2023 Q1 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
3.09K
+ 16.65%
$299K - $306K
21.6K $2.17M
Apr 27, 2023 Q1 2023
First National Corp

BUY
 -
3.07K
+ 16.19%
$297K - $305K
22K $2.21M
May 04, 2023 Q1 2023
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
3.01K
+ 1.39%
$292K - $299K
220K $22.1M
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
2.87K
+ 82.06%
$278K - $285K
6.37K $640K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
2.86K
+ 24.6%
$277K - $284K
14.5K $1.46M
Apr 22, 2024 Q1 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
2.82K
+ 22.81%
$273K - $279K
15.2K $1.52M
May 15, 2023 Q1 2023
Integris Wealth Management, LLC

Monterey, CA
BUY
 -
2.74K
+ 4.94%
$266K - $272K
58.2K $5.85M
Apr 26, 2023 Q1 2023
Litman Gregory Wealth Management LLC

BUY
 -
2.63K
New
$255K - $261K
2.63K $264K
Apr 26, 2023 Q1 2023
Satovsky Asset Management LLC

BUY
 -
2.63K
New
$255K - $261K
2.63K $264K
May 02, 2023 Q1 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
2.56K
+ 15.08%
$248K - $254K
19.5K $1.96M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
2.56K
+ 7.98%
$248K - $254K
34.6K $3.48M
Apr 20, 2023 Q1 2023
Aj Advisors, LLC

Nashville, TN
BUY
 -
2.54K
+ 2.42%
$246K - $252K
107K $10.8M
May 05, 2023 Q1 2023
Ddfg, Inc

Thousand Oaks, CA
BUY
 -
2.47K
+ 5.32%
$239K - $245K
48.9K $4.91M
May 15, 2023 Q1 2023
Treynor Bancshares, Inc.

BUY
 -
2.41K
+ 3.8%
$234K - $239K
65.9K $6.62M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
2.4K
New
$232K - $238K
2.4K $241K
May 02, 2023 Q1 2023
Friedenthal Financial

BUY
 -
2.33K
+ 7.32%
$225K - $231K
34.1K $3.43M
Apr 07, 2023 Q1 2023
Hbw Advisory Services LLC

BUY
 -
2.15K
+ 6.32%
$208K - $214K
36.2K $3.64M
May 09, 2023 Q1 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
2.1K
+ 22.77%
$203K - $208K
11.3K $1.14M
Apr 12, 2023 Q1 2023
Evanson Asset Management, LLC

BUY
 -
2.06K
New
$199K - $204K
2.06K $207K
May 05, 2023 Q1 2023
Ml & R Wealth Management LLC

BUY
 -
2.02K
New
$196K - $201K
2.02K $203K
May 15, 2023 Q1 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
1.91K
+ 67.77%
$185K - $189K
4.72K $474K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.81K
+ 56.17%
$175K - $179K
5.03K $505K
Jul 19, 2023 Q1 2023
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
1.78K
+ 10.26%
$173K - $177K
19.1K $1.92M
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

BUY
 -
1.73K
+ 4.54%
$168K - $172K
39.9K $4.01M
Apr 24, 2023 Q1 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
1.69K
New
$164K - $168K
1.69K $170K
Apr 18, 2023 Q1 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
1.68K
+ 9.58%
$163K - $167K
19.2K $1.93M
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1.65K
+ 28.07%
$160K - $163K
7.51K $755K
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

BUY
 -
1.6K
+ 5.61%
$155K - $159K
30.2K $3.03M
May 02, 2023 Q1 2023
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
1.59K
+ 60.13%
$154K - $158K
4.25K $427K
Apr 05, 2023 Q1 2023
Martin Capital Partners, LLC

BUY
 -
1.54K
+ 4.27%
$149K - $153K
37.6K $3.78M
May 04, 2023 Q1 2023
Stordahl Capital Management, Inc.

BUY
 -
1.51K
+ 1.04%
$147K - $150K
148K $14.8M
Apr 26, 2023 Q1 2023
Walter & Keenan Wealth Management LLC

BUY
 -
1.48K
+ 11.61%
$143K - $147K
14.2K $1.43M
Apr 28, 2023 Q1 2023
Sigma Investment Counselors Inc

BUY
 -
1.43K
+ 0.38%
$139K - $142K
382K $38.3M
May 08, 2023 Q1 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
1.27K
+ 37.08%
$123K - $126K
4.68K $470K
May 03, 2023 Q1 2023
First Purpose Wealth LLC

BUY
 -
1.23K
+ 18.64%
$119K - $122K
7.84K $788K
Apr 27, 2023 Q1 2023
Latitude Advisors, LLC

BUY
 -
1.2K
+ 15.75%
$116K - $119K
8.81K $886K
Apr 21, 2023 Q1 2023
Successful Portfolios LLC

BUY
 -
1.14K
+ 11.64%
$110K - $113K
10.9K $1.1M
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
1.1K
New
$107K - $109K
1.1K $111K
May 03, 2023 Q1 2023
Inlet Private Wealth, LLC

BUY
 -
1K
+ 29.85%
$96.9K - $99.2K
4.35K $437K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
938
+ 17.07%
$90.9K - $93.1K
6.43K $646K
Apr 07, 2023 Q1 2023
Keystone Wealth Services, LLC

BUY
 -
870
+ 21.77%
$84.3K - $86.3K
4.87K $489K
Apr 12, 2023 Q1 2023
Matrix Trust CO

BUY
 -
870
New
$84.3K - $86.3K
870 $87.4K
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
798
+ 0.85%
$77.3K - $79.2K
94.4K $9.49M
May 15, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
708
+ 16.39%
$68.6K - $70.3K
5.03K $505K
May 01, 2023 Q1 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
670
+ 1015.15%
$64.9K - $66.5K
736 $74K
Jul 28, 2023 Q1 2023
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
667
+ 12.07%
$64.6K - $66.2K
6.2K $622K
Apr 10, 2023 Q1 2023
Drake & Associates, LLC

Waukesha, WI
BUY
 -
599
+ 5.68%
$58K - $59.4K
11.2K $1.12M
Apr 25, 2023 Q1 2023
Stone House Investment Management, LLC

BUY
 -
596
New
$57.7K - $59.1K
596 $59.9K

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