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 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.08K+ 38.6% |
$500K - $506K
|
18.3K
$1.83M
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
4.91K+ 13.44% |
$482K - $488K
|
41.4K
$4.16M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.74K+ 4.7% |
$466K - $471K
|
106K
$10.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.67KNew |
$459K - $464K
|
4.67K
$469K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.64K+ 3.39% |
$456K - $462K
|
142K
$14.2M
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
4.34K+ 5.33% |
$427K - $432K
|
85.8K
$8.63M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
4.21K+ 2.77% |
$414K - $419K
|
156K
$15.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.12KNew |
$405K - $410K
|
4.12K
$414K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4K+ 9.3% |
$393K - $398K
|
47K
$4.72M
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
3.81K+ 116.04% |
$375K - $379K
|
7.1K
$713K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
3.77K+ 2.75% |
$371K - $375K
|
141K
$14.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.67K+ 38.38% |
$361K - $365K
|
13.2K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.65K+ 7.51% |
$359K - $363K
|
52.2K
$5.25M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
3.44K+ 19.7% |
$338K - $342K
|
20.9K
$2.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3.39K+ 60.19% |
$334K - $338K
|
9.03K
$907K
|
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
BUY
|
- |
3.15K+ 2.88% |
$310K - $314K
|
113K
$11.3M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.11K+ 62260.0% |
$306K - $310K
|
3.12K
$313K
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
2.96KNew |
$291K - $294K
|
2.96K
$297K
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
BUY
|
- |
2.74K+ 9.67% |
$270K - $273K
|
31.1K
$3.13M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.71KNew |
$267K - $270K
|
2.71K
$273K
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
2.64KNew |
$260K - $263K
|
2.64K
$266K
|
|
|
Apr 11, 2024
Q1 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
2.64K+ 4.13% |
$260K - $263K
|
66.7K
$6.7M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.62KNew |
$258K - $261K
|
2.62K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.56KNew |
$252K - $255K
|
2.56K
$258K
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
2.52K+ 2.61% |
$247K - $250K
|
98.8K
$9.93M
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2.51K+ 2.25% |
$247K - $250K
|
114K
$11.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2.51K+ 54.15% |
$247K - $250K
|
7.15K
$719K
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.34K+ 4.17% |
$230K - $233K
|
58.4K
$5.87M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.33K+ 3.79% |
$229K - $232K
|
63.8K
$6.41M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.26K+ 8.92% |
$222K - $224K
|
27.5K
$2.77M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.17K+ 44.81% |
$213K - $215K
|
7K
$703K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.02K+ 25.22% |
$198K - $201K
|
10K
$1.01M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.97K+ 14.93% |
$194K - $196K
|
15.2K
$1.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.96K+ 13.73% |
$192K - $194K
|
16.2K
$1.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.94K+ 39.78% |
$191K - $193K
|
6.83K
$686K
|
|
|
May 03, 2024
Q1 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.87K+ 9.57% |
$184K - $186K
|
21.4K
$2.15M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.76K+ 28.19% |
$173K - $175K
|
8K
$804K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.71K+ 1.9% |
$169K - $170K
|
92K
$9.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.7K+ 11.0% |
$167K - $169K
|
17.2K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.68K+ 56.84% |
$165K - $167K
|
4.64K
$466K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.67K+ 2.16% |
$164K - $166K
|
79K
$7.94M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.6K+ 13.9% |
$158K - $160K
|
13.1K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.53K+ 18.52% |
$150K - $152K
|
9.78K
$983K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.47K+ 4.61% |
$145K - $146K
|
33.4K
$3.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Northland Capital Management LLC
|
BUY
|
- |
1.47K+ 1.11% |
$144K - $146K
|
134K
$13.4M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.47K+ 10.95% |
$144K - $146K
|
14.9K
$1.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.42K+ 6.13% |
$139K - $141K
|
24.5K
$2.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.28K+ 7.5% |
$125K - $127K
|
18.3K
$1.84M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.09K+ 167.48% |
$107K - $109K
|
1.74K
$175K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.05K+ 37.39% |
$103K - $104K
|
3.85K
$387K
|