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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
14.6K+ 7.33% |
$1.44M - $1.45M
|
214K
$21.5M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
14.4KNew |
$1.42M - $1.44M
|
14.4K
$1.45M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
14.4KNew |
$1.41M - $1.43M
|
14.4K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
14.1KNew |
$1.39M - $1.41M
|
14.1K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
13.8KNew |
$1.36M - $1.38M
|
13.8K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
13.3K+ 22.49% |
$1.31M - $1.33M
|
72.6K
$7.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
12.8K+ 20.0% |
$1.26M - $1.27M
|
76.6K
$7.69M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
12.6K+ 12.96% |
$1.24M - $1.25M
|
110K
$11M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.9KNew |
$1.17M - $1.19M
|
11.9K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
11.2K+ 10.77% |
$1.1M - $1.11M
|
115K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
11.1K+ 1.6% |
$1.09M - $1.11M
|
707K
$71M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
10.9K+ 13.17% |
$1.07M - $1.08M
|
93.4K
$9.39M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
10.6KNew |
$1.04M - $1.05M
|
10.6K
$1.06M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.2K+ 9.6% |
$1M - $1.02M
|
117K
$11.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
10.2K+ 5.15% |
$1M - $1.01M
|
208K
$20.9M
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
10.1K+ 70.36% |
$990K - $1M
|
24.4K
$2.45M
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
10.1K+ 70.36% |
$990K - $1M
|
24.4K
$2.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
9.78K+ 8.52% |
$962K - $973K
|
125K
$12.5M
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
9.67KNew |
$951K - $962K
|
9.67K
$972K
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
9.59K+ 5.33% |
$943K - $954K
|
190K
$19.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
9.44K+ 8.57% |
$928K - $939K
|
119K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.09K+ 18.27% |
$894K - $904K
|
58.8K
$5.91M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
9.03K+ 4.53% |
$888K - $898K
|
208K
$20.9M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.92K+ 55.29% |
$878K - $888K
|
25.1K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.65K+ 1993.55% |
$851K - $861K
|
9.09K
$913K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.19K+ 153.33% |
$805K - $814K
|
13.5K
$1.36M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.95K+ 3.62% |
$782K - $791K
|
228K
$22.9M
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
7.6KNew |
$748K - $756K
|
7.6K
$764K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.48K+ 15.33% |
$735K - $744K
|
56.3K
$5.65M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
7.31K+ 19.11% |
$719K - $727K
|
45.5K
$4.58M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.1KNew |
$698K - $706K
|
7.1K
$714K
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
6.87K+ 5.1% |
$675K - $683K
|
141K
$14.2M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
6.86KNew |
$675K - $683K
|
6.86K
$690K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.83KNew |
$672K - $680K
|
6.83K
$686K
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
6.8K+ 8.4% |
$668K - $676K
|
87.7K
$8.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
6.7K+ 4.13% |
$659K - $667K
|
169K
$17M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
6.58K+ 10.03% |
$647K - $654K
|
72.2K
$7.25M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
6.5K+ 25.72% |
$639K - $646K
|
31.7K
$3.19M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
6.45KNew |
$635K - $642K
|
6.45K
$648K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.31K+ 6.32% |
$620K - $627K
|
106K
$10.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.26KNew |
$616K - $623K
|
6.26K
$629K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.19K+ 180.24% |
$609K - $616K
|
9.63K
$968K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
6.09K+ 10.57% |
$599K - $606K
|
63.7K
$6.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
5.98K+ 1.7% |
$588K - $595K
|
357K
$35.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.83K+ 17.8% |
$574K - $580K
|
38.6K
$3.88M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.71K+ 0.95% |
$561K - $568K
|
604K
$60.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.6K+ 34.38% |
$551K - $557K
|
21.9K
$2.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
5.56K+ 3.38% |
$547K - $553K
|
170K
$17.1M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5.5KNew |
$541K - $547K
|
5.5K
$553K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.1K+ 2.73% |
$502K - $508K
|
192K
$19.3M
|