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 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.27K- 52.72% |
$220K - $225K
|
2.03K
$204K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.31K- 24.96% |
$224K - $229K
|
6.94K
$697K
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-2.31K- 12.21% |
$224K - $229K
|
16.6K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.38K- 17.2% |
$230K - $236K
|
11.4K
$1.15M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.39K- 30.83% |
$231K - $237K
|
5.36K
$539K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.39K- 20.86% |
$232K - $238K
|
9.08K
$913K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.43K- 13.39% |
$235K - $241K
|
15.7K
$1.58M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-2.46K- 2.11% |
$238K - $244K
|
114K
$11.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.46K- 13.02% |
$238K - $244K
|
16.4K
$1.65M
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.48K- 10.56% |
$240K - $246K
|
21K
$2.11M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.59K- 21.43% |
$251K - $257K
|
9.5K
$954K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-2.65K- 17.7% |
$256K - $263K
|
12.3K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.71K- 42.33% |
$263K - $269K
|
3.7K
$371K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.74K- 2.78% |
$265K - $271K
|
95.6K
$9.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-2.74K- 3.92% |
$265K - $271K
|
67K
$6.73M
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.83K- 11.74% |
$274K - $281K
|
21.3K
$2.14M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.89K- 41.89% |
$280K - $287K
|
4.01K
$403K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.06K- 59.01% |
$296K - $303K
|
2.12K
$213K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.13K- 3.94% |
$303K - $311K
|
76.4K
$7.68M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.23K- 5.32% |
$313K - $321K
|
57.5K
$5.78M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.59K- 11.14% |
$348K - $356K
|
28.6K
$2.88M
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-3.6K- 10.7% |
$349K - $357K
|
30K
$3.02M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-3.61K- 11.14% |
$349K - $358K
|
28.8K
$2.89M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.65K- 2.76% |
$353K - $362K
|
128K
$12.9M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.7K- 13.32% |
$358K - $367K
|
24.1K
$2.42M
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.85K- 2.13% |
$373K - $382K
|
177K
$17.8M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.86K- 4.85% |
$374K - $383K
|
75.8K
$7.62M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.93K- 11.75% |
$381K - $390K
|
29.5K
$2.97M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-4K- 54.71% |
$387K - $396K
|
3.31K
$332K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-4.01K- 7.4% |
$388K - $398K
|
50.2K
$5.04M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-4.03K- 7.58% |
$390K - $399K
|
49.1K
$4.93M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.17K- 5.4% |
$404K - $414K
|
73K
$7.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.25K- 20.53% |
$412K - $422K
|
16.5K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-4.35K- 58.35% |
$421K - $431K
|
3.1K
$312K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-4.45K- 91.82% |
$431K - $441K
|
396
$39.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4.54K- 68.79% |
$439K - $450K
|
2.06K
$207K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.58K- 11.14% |
$444K - $455K
|
36.6K
$3.67M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-4.6K- 12.71% |
$445K - $456K
|
31.6K
$3.17M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.68K- 10.48% |
$453K - $464K
|
40K
$4.01M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-4.7K- 20.04% |
$455K - $466K
|
18.7K
$1.88M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-4.79K- 40.8% |
$464K - $475K
|
6.95K
$698K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4.79K- 3.44% |
$464K - $475K
|
134K
$13.5M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.26K- 11.15% |
$510K - $522K
|
41.9K
$4.21M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.34K- 18.56% |
$517K - $530K
|
23.4K
$2.35M
|
|
|
Apr 24, 2023
Q1 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-5.36K- 19.65% |
$519K - $532K
|
21.9K
$2.2M
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-5.37K- 80.45% |
$520K - $533K
|
1.31K
$131K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5.38K- 98.64% |
$521K - $534K
|
74
$7.44K
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.77K- 28.61% |
$558K - $572K
|
14.4K
$1.45M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.95K- 52.72% |
$576K - $590K
|
5.34K
$536K
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-6.13K- 4.06% |
$594K - $609K
|
145K
$14.6M
|