Purchases and Sales Made in Q1 2024 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 2024. 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 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.27M+ 328.7% |
$715M - $723M
|
9.49M
$953M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
601K+ 925.31% |
$59.1M - $59.8M
|
666K
$66.9M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
445KNew |
$43.8M - $44.2M
|
445K
$44.7M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
373K+ 30.33% |
$36.6M - $37.1M
|
1.6M
$161M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
315K+ 522.05% |
$30.9M - $31.3M
|
375K
$37.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
202K+ 175.4% |
$19.9M - $20.1M
|
317K
$31.9M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
192K+ 760.61% |
$18.8M - $19.1M
|
217K
$21.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
177KNew |
$17.4M - $17.6M
|
177K
$17.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
161K+ 340.08% |
$15.9M - $16.1M
|
209K
$21M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
155K+ 12.96% |
$15.2M - $15.4M
|
1.35M
$135M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
135K+ 291.21% |
$13.3M - $13.4M
|
181K
$18.2M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
117K+ 19.61% |
$11.5M - $11.7M
|
716K
$72M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
117K+ 9.29% |
$11.5M - $11.6M
|
1.38M
$138M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
101KNew |
$9.95M - $10.1M
|
101K
$10.2M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
100KNew |
$9.86M - $9.97M
|
100K
$10.1M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
90.1K+ 7.31% |
$8.87M - $8.97M
|
1.32M
$133M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
81KNew |
$7.97M - $8.06M
|
81K
$8.14M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
78.3K+ 48.1% |
$7.7M - $7.79M
|
241K
$24.2M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
69.5K+ 19.34% |
$6.84M - $6.92M
|
429K
$43.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
66.9K+ 9.65% |
$6.58M - $6.65M
|
760K
$76.4M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66.7K+ 14.42% |
$6.56M - $6.64M
|
529K
$53.2M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
59.8K+ 809.29% |
$5.89M - $5.95M
|
67.2K
$6.76M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
50K+ 2315.01% |
$4.92M - $4.97M
|
52.1K
$5.24M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
46.5K+ 7.39% |
$4.57M - $4.63M
|
676K
$67.9M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
40.9KNew |
$4.03M - $4.07M
|
40.9K
$4.11M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
38.2KNew |
$3.76M - $3.8M
|
38.2K
$3.84M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
36.5K+ 10.74% |
$3.59M - $3.63M
|
377K
$37.8M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
34.9K+ 35.61% |
$3.44M - $3.48M
|
133K
$13.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.7K+ 18.93% |
$3.41M - $3.45M
|
218K
$21.9M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
34KNew |
$3.35M - $3.38M
|
34K
$3.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
31.9K+ 17.71% |
$3.13M - $3.17M
|
212K
$21.3M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
31.5K+ 11.24% |
$3.1M - $3.13M
|
312K
$31.3M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31.3K+ 13.92% |
$3.08M - $3.11M
|
256K
$25.7M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
29.4K+ 8.02% |
$2.89M - $2.92M
|
396K
$39.8M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
29.3K+ 187.36% |
$2.88M - $2.91M
|
44.9K
$4.51M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
27.9K+ 14.22% |
$2.75M - $2.78M
|
224K
$22.5M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27.9K+ 147.53% |
$2.74M - $2.77M
|
46.8K
$4.7M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
27.5K+ 8.15% |
$2.71M - $2.74M
|
365K
$36.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
23.7K+ 8.18% |
$2.33M - $2.35M
|
313K
$31.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23K+ 92.29% |
$2.27M - $2.29M
|
48K
$4.82M
|
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
22.2K+ 4.81% |
$2.18M - $2.2M
|
483K
$48.5M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
22KNew |
$2.16M - $2.19M
|
22K
$2.21M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
21.6K+ 2.05% |
$2.12M - $2.14M
|
1.07M
$108M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18.6K+ 582.03% |
$1.83M - $1.85M
|
21.7K
$2.18M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.1K+ 11.84% |
$1.78M - $1.8M
|
171K
$17.2M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.9K+ 96.64% |
$1.76M - $1.78M
|
36.3K
$3.65M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
16.8KNew |
$1.65M - $1.67M
|
16.8K
$1.69M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
16.8K+ 11.51% |
$1.65M - $1.67M
|
163K
$16.3M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.7KNew |
$1.64M - $1.66M
|
16.7K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
16.2K+ 57.39% |
$1.59M - $1.61M
|
44.3K
$4.45M
|