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 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-726- 5.04% |
$70.3K - $72K
|
13.7K
$1.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-736- 21.45% |
$71.3K - $73K
|
2.7K
$271K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-754- 59.09% |
$73K - $74.8K
|
522
$52.5K
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-767- 1.95% |
$74.3K - $76.1K
|
38.6K
$3.88M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-799- 2.22% |
$77.4K - $79.3K
|
35.2K
$3.54M
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-800- 2.44% |
$77.5K - $79.4K
|
31.9K
$3.21M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-800- 6.52% |
$77.5K - $79.4K
|
11.5K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-812- 4.34% |
$78.7K - $80.6K
|
17.9K
$1.8M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-823- 0.33% |
$79.7K - $81.7K
|
252K
$25.3M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-867- 21.74% |
$84K - $86K
|
3.12K
$314K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-970- 84.42% |
$94K - $96.3K
|
179
$18K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-972- 43.94% |
$94.1K - $96.5K
|
1.24K
$125K
|
|
|
May 01, 2023
Q1 2023
|
Lane Generational LLC
|
SELL
|
- |
-980- 10.94% |
$94.9K - $97.2K
|
7.98K
$801K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.01K- 27.4% |
$98K - $100K
|
2.68K
$269K
|
|
|
May 01, 2023
Q1 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-1.02K- 0.95% |
$98.9K - $101K
|
106K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.04K- 26.42% |
$100K - $103K
|
2.88K
$290K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.06K- 30.79% |
$102K - $105K
|
2.38K
$239K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.09K- 47.3% |
$105K - $108K
|
1.21K
$122K
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.12K- 0.98% |
$108K - $111K
|
113K
$11.4M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.22K- 0.17% |
$118K - $121K
|
695K
$69.9M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.24K- 5.54% |
$120K - $123K
|
21.2K
$2.13M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.27K- 12.07% |
$123K - $126K
|
9.23K
$927K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.32K- 34.13% |
$128K - $131K
|
2.55K
$257K
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.35K- 29.23% |
$130K - $134K
|
3.26K
$327K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.39K- 8.47% |
$134K - $138K
|
15K
$1.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-1.42K- 31.11% |
$137K - $140K
|
3.13K
$315K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.43K- 1.81% |
$139K - $142K
|
77.6K
$7.8M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.45K- 7.84% |
$140K - $143K
|
17K
$1.71M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.46K- 6.11% |
$142K - $145K
|
22.5K
$2.26M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.52K- 20.4% |
$147K - $151K
|
5.93K
$596K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.54K- 97.4% |
$149K - $152K
|
41
$4.12K
|
|
|
Apr 26, 2023
Q1 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-1.58K- 41.02% |
$153K - $157K
|
2.27K
$228K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.67K- 3.39% |
$161K - $165K
|
47.4K
$4.77M
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.7K- 8.55% |
$164K - $168K
|
18.2K
$1.82M
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.7K- 6.84% |
$165K - $169K
|
23.2K
$2.33M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.72K- 16.29% |
$166K - $170K
|
8.82K
$886K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.73K- 13.53% |
$167K - $171K
|
11K
$1.11M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.74K- 26.39% |
$169K - $173K
|
4.85K
$488K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.79K- 15.22% |
$173K - $177K
|
9.95K
$999K
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.79K- 77.44% |
$173K - $177K
|
520
$52.2K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.86K- 20.13% |
$180K - $184K
|
7.37K
$741K
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.95K- 3.71% |
$189K - $193K
|
50.6K
$5.09M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.98K- 21.28% |
$192K - $197K
|
7.33K
$737K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.99K- 17.3% |
$193K - $197K
|
9.51K
$956K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.04K- 0.65% |
$197K - $202K
|
310K
$31.1M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.1K- 13.32% |
$204K - $209K
|
13.7K
$1.37M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.14K- 11.48% |
$208K - $213K
|
16.5K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.18K- 30.17% |
$212K - $217K
|
5.06K
$508K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.22K- 5.84% |
$215K - $220K
|
35.8K
$3.59M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.23K- 46.88% |
$216K - $221K
|
2.53K
$254K
|