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 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
572+ 1.61% |
$55.4K - $56.8K
|
36.1K
$3.62M
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
559+ 7.53% |
$54.1K - $55.5K
|
7.99K
$802K
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
550+ 8.15% |
$53.3K - $54.6K
|
7.3K
$733K
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
525+ 21.15% |
$50.9K - $52.1K
|
3.01K
$302K
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
508New |
$49.2K - $50.4K
|
508
$51K
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
462+ 2.55% |
$44.7K - $45.8K
|
18.6K
$1.87M
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
453+ 1.68% |
$43.9K - $45K
|
27.4K
$2.75M
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
411+ 1.95% |
$39.8K - $40.8K
|
21.4K
$2.15M
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
402New |
$38.9K - $39.9K
|
402
$40.4K
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
400+ 4.11% |
$38.7K - $39.7K
|
10.1K
$1.02M
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
389+ 13.87% |
$37.7K - $38.6K
|
3.19K
$321K
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
388+ 140.07% |
$37.6K - $38.5K
|
665
$66.8K
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
383+ 2.11% |
$37.1K - $38K
|
18.5K
$1.86M
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
377New |
$36.5K - $37.4K
|
377
$37.8K
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
370+ 14.97% |
$35.8K - $36.7K
|
2.84K
$285K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
369+ 2.94% |
$35.7K - $36.6K
|
12.9K
$1.3M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
351+ 2.47% |
$34K - $34.8K
|
14.6K
$1.46M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
348+ 11.46% |
$33.7K - $34.5K
|
3.39K
$340K
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
346+ 1.95% |
$33.5K - $34.3K
|
18.1K
$1.81M
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
346+ 1.8% |
$33.5K - $34.3K
|
19.6K
$1.96M
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
318+ 8.71% |
$30.8K - $31.6K
|
3.97K
$398K
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
271+ 222.13% |
$26.2K - $26.9K
|
393
$39.4K
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
250+ 0.79% |
$24.2K - $24.8K
|
31.9K
$3.21M
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
243New |
$23.5K - $24.1K
|
243
$24.4K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
233+ 3.03% |
$22.6K - $23.1K
|
7.93K
$796K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
210+ 60.69% |
$20.3K - $20.8K
|
556
$55.8K
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
205+ 2.36% |
$19.9K - $20.3K
|
8.88K
$891K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
200New |
$19.4K - $19.8K
|
200
$20.1K
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
191+ 0.78% |
$18.5K - $19K
|
24.7K
$2.48M
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
174+ 2.54% |
$16.9K - $17.3K
|
7.03K
$705K
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
BUY
|
- |
164+ 2.56% |
$15.9K - $16.3K
|
6.57K
$660K
|
|
May 12, 2023
Q1 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
163+ 7.3% |
$15.8K - $16.2K
|
2.4K
$240K
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
162+ 2.66% |
$15.7K - $16.1K
|
6.26K
$628K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
145New |
$14K - $14.4K
|
145
$14.6K
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
140+ 2333.33% |
$13.6K - $13.9K
|
146
$14.7K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
136+ 3.79% |
$13.2K - $13.5K
|
3.72K
$374K
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
134+ 67.0% |
$13K - $13.3K
|
334
$33.5K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
129+ 172.0% |
$12.5K - $12.8K
|
204
$20.5K
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
129+ 2.58% |
$12.5K - $12.8K
|
5.12K
$514K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
125+ 3.07% |
$12.1K - $12.4K
|
4.2K
$422K
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
120+ 1.94% |
$11.6K - $11.9K
|
6.31K
$633K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
118+ 0.92% |
$11.4K - $11.7K
|
13K
$1.31M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
110+ 1.6% |
$10.7K - $10.9K
|
6.98K
$700K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
105New |
$10.2K - $10.4K
|
105
$10.5K
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
100+ 2.37% |
$9.69K - $9.92K
|
4.31K
$433K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
100+ 33.9% |
$9.69K - $9.92K
|
395
$39.7K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
99+ 8.97% |
$9.59K - $9.82K
|
1.2K
$121K
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
97+ 88.99% |
$9.4K - $9.63K
|
206
$20.7K
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
92+ 8.13% |
$8.91K - $9.13K
|
1.22K
$123K
|
|
May 15, 2023
Q1 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
90+ 1.27% |
$8.72K - $8.93K
|
7.17K
$720K
|