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 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-30.3K- 5.57% |
$2.98M - $3.01M
|
513K
$51.6M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-31.6K- 56.3% |
$3.11M - $3.14M
|
24.5K
$2.46M
|
|
|
Apr 04, 2024
Q1 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-32.4K- 51.52% |
$3.19M - $3.22M
|
30.5K
$3.06M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-35K- 14.74% |
$3.44M - $3.48M
|
203K
$20.4M
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-36.2K- 5.85% |
$3.56M - $3.6M
|
582K
$58.5M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-37.8K- 32.89% |
$3.72M - $3.76M
|
77.1K
$7.75M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-37.9K- 22.0% |
$3.73M - $3.77M
|
134K
$13.5M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-44.9K- 28.2% |
$4.42M - $4.47M
|
114K
$11.5M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-45.6K- 50.9% |
$4.48M - $4.53M
|
43.9K
$4.42M
|
|
|
Apr 03, 2024
Q1 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-55.4K- 30.14% |
$5.45M - $5.51M
|
129K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-62.9K- 19.9% |
$6.19M - $6.26M
|
253K
$25.5M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-63.1K- 44.86% |
$6.21M - $6.28M
|
77.6K
$7.79M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-64.6K- 88.23% |
$6.35M - $6.43M
|
8.62K
$866K
|
|
|
Apr 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-65.7K- 39.0% |
$6.46M - $6.54M
|
103K
$10.3M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-66.8K- 20.88% |
$6.57M - $6.65M
|
253K
$25.5M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-72.4K- 26.81% |
$7.12M - $7.2M
|
198K
$19.9M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-75.9K- 66.47% |
$7.47M - $7.55M
|
38.3K
$3.85M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-86.9K- 23.67% |
$8.54M - $8.64M
|
280K
$28.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-92.6K- 26.2% |
$9.11M - $9.21M
|
261K
$26.2M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-95.9K- 15.82% |
$9.44M - $9.54M
|
511K
$51.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-96.8K- 6.81% |
$9.52M - $9.63M
|
1.32M
$133M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-96.8K- 6.81% |
$9.52M - $9.63M
|
1.32M
$133M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-104K- 35.37% |
$10.2M - $10.3M
|
190K
$19.1M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-108K- 3.35% |
$10.6M - $10.7M
|
3.11M
$313M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-110K- 64.56% |
$10.8M - $10.9M
|
60.2K
$6.05M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-117K- 44.5% |
$11.5M - $11.7M
|
146K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-178K- 9.6% |
$17.5M - $17.7M
|
1.68M
$169M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-200K- 28.36% |
$19.7M - $19.9M
|
505K
$50.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-205K- 81.09% |
$20.1M - $20.4M
|
47.8K
$4.8M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-216K- 97.72% |
$21.2M - $21.4M
|
5.02K
$505K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-241K- 22.17% |
$23.7M - $24M
|
845K
$85M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-270K- 52.8% |
$26.6M - $26.9M
|
241K
$24.3M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-275K- 13.44% |
$27M - $27.3M
|
1.77M
$178M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-773K- 49.84% |
$76.1M - $76.9M
|
778K
$78.2M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.54M- 91.77% |
$151M - $153M
|
138K
$13.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-9.48M- 99.97% |
$933M - $943M
|
2.54K
$255K
|