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 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-90- 1.64% |
$8.72K - $8.93K
|
5.4K
$543K
|
|
|
May 12, 2023
Q1 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-90- 0.41% |
$8.72K - $8.93K
|
22.1K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-91- 0.89% |
$8.81K - $9.03K
|
10.2K
$1.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-99- 3.65% |
$9.59K - $9.82K
|
2.62K
$263K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-103- 4.88% |
$9.98K - $10.2K
|
2.01K
$202K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-152- 0.31% |
$14.7K - $15.1K
|
49.6K
$4.99M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-154- 5.19% |
$14.9K - $15.3K
|
2.82K
$283K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-160- 67.23% |
$15.5K - $15.9K
|
78
$7.84K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-170- 5.46% |
$16.5K - $16.9K
|
2.94K
$296K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-186- 1.72% |
$18K - $18.5K
|
10.7K
$1.07M
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-191- 1.11% |
$18.5K - $19K
|
17K
$1.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-207- 1.68% |
$20.1K - $20.5K
|
12.2K
$1.22M
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-222- 8.6% |
$21.5K - $22K
|
2.36K
$237K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-250- 9.72% |
$24.2K - $24.8K
|
2.32K
$233K
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-250- 1.52% |
$24.2K - $24.8K
|
16.2K
$1.63M
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-251- 10.72% |
$24.3K - $24.9K
|
2.09K
$210K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-254- 2.18% |
$24.6K - $25.2K
|
11.4K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-260- 30.77% |
$25.2K - $25.8K
|
585
$58.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-265- 34.11% |
$25.7K - $26.3K
|
512
$51.4K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-273- 2.44% |
$26.4K - $27.1K
|
10.9K
$1.1M
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
SELL
|
- |
-276- 3.48% |
$26.7K - $27.4K
|
7.66K
$770K
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-282- 7.18% |
$27.3K - $28K
|
3.65K
$366K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-292- 0.72% |
$28.3K - $29K
|
40.2K
$4.04M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-300- 2.7% |
$29.1K - $29.8K
|
10.8K
$1.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-304- 1.89% |
$29.4K - $30.2K
|
15.8K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-309- 6.13% |
$29.9K - $30.7K
|
4.73K
$476K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-328- 48.52% |
$31.8K - $32.5K
|
348
$35K
|
|
|
Apr 21, 2023
Q1 2023
|
Madden Securities Corp
|
SELL
|
- |
-335- 7.31% |
$32.4K - $33.2K
|
4.25K
$427K
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
SELL
|
- |
-341- 1.08% |
$33K - $33.8K
|
31.3K
$3.15M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-343- 5.19% |
$33.2K - $34K
|
6.26K
$629K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-356- 0.95% |
$34.5K - $35.3K
|
37.2K
$3.74M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-368- 5.23% |
$35.6K - $36.5K
|
6.66K
$669K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-371- 11.16% |
$35.9K - $36.8K
|
2.95K
$297K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-376- 14.01% |
$36.4K - $37.3K
|
2.31K
$232K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-387- 60.37% |
$37.5K - $38.4K
|
254
$25.5K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-388- 3.16% |
$37.6K - $38.5K
|
11.9K
$1.19M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-410- 13.82% |
$39.7K - $40.7K
|
2.56K
$257K
|
|
|
Apr 19, 2023
Q1 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-418- 9.68% |
$40.5K - $41.5K
|
3.9K
$392K
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-430- 1.97% |
$41.6K - $42.7K
|
21.4K
$2.15M
|
|
|
May 01, 2023
Q1 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-430- 3.93% |
$41.6K - $42.7K
|
10.5K
$1.06M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-467- 5.25% |
$45.2K - $46.3K
|
8.43K
$847K
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-473- 11.14% |
$45.8K - $46.9K
|
3.77K
$379K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-482- 8.82% |
$46.7K - $47.8K
|
4.98K
$501K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-560- 15.87% |
$54.2K - $55.6K
|
2.97K
$298K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-594- 20.55% |
$57.5K - $58.9K
|
2.3K
$231K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-614- 54.05% |
$59.5K - $60.9K
|
522
$52.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-625- 1.78% |
$60.5K - $62K
|
34.5K
$3.47M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-708- 16.64% |
$68.6K - $70.3K
|
3.55K
$356K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-725- 5.9% |
$70.2K - $71.9K
|
11.6K
$1.16M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-726- 5.04% |
$70.3K - $72K
|
13.7K
$1.37M
|