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 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-29- 0.7% |
$2.85K - $2.88K
|
4.1K
$412K
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-32- 0.97% |
$3.15K - $3.18K
|
3.28K
$330K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-44- 1.67% |
$4.33K - $4.38K
|
2.59K
$260K
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-45- 1.64% |
$4.43K - $4.48K
|
2.71K
$272K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-48- 0.35% |
$4.72K - $4.77K
|
13.8K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-49- 0.4% |
$4.82K - $4.87K
|
12.2K
$1.23M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-57- 2.62% |
$5.61K - $5.67K
|
2.12K
$213K
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-57- 0.29% |
$5.61K - $5.67K
|
19.4K
$1.95M
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-63- 0.85% |
$6.2K - $6.27K
|
7.37K
$741K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-74- 1.48% |
$7.28K - $7.36K
|
4.93K
$496K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-74- 1.38% |
$7.28K - $7.36K
|
5.29K
$532K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-77- 2.45% |
$7.57K - $7.66K
|
3.06K
$307K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-80- 7.74% |
$7.87K - $7.96K
|
954
$95.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-100- 3.98% |
$9.84K - $9.95K
|
2.41K
$242K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-101- 1.36% |
$9.93K - $10K
|
7.32K
$736K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-101- 1.27% |
$9.93K - $10K
|
7.83K
$787K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-111- 8.08% |
$10.9K - $11K
|
1.26K
$127K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-113- 0.35% |
$11.1K - $11.2K
|
31.8K
$3.2M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-114- 5.56% |
$11.2K - $11.3K
|
1.94K
$195K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-119- 2.03% |
$11.7K - $11.8K
|
5.75K
$578K
|
|
|
Apr 24, 2024
Q1 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-134- 2.21% |
$13.2K - $13.3K
|
5.92K
$594K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-145- 2.69% |
$14.3K - $14.4K
|
5.25K
$528K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-150- 0.38% |
$14.8K - $14.9K
|
39K
$3.91M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-151- 17.93% |
$14.9K - $15K
|
691
$69.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-152- 2.77% |
$15K - $15.1K
|
5.33K
$535K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-153- 60.47% |
$15K - $15.2K
|
100
$10K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-188- 7.76% |
$18.5K - $18.7K
|
2.23K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-196- 3.89% |
$19.3K - $19.5K
|
4.84K
$486K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-202- 90.99% |
$19.9K - $20.1K
|
20
$2.01K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-212- 9.03% |
$20.9K - $21.1K
|
2.14K
$215K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-230- 2.02% |
$22.6K - $22.9K
|
11.2K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-232- 53.95% |
$22.8K - $23.1K
|
198
$19.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-258- 71.07% |
$25.4K - $25.7K
|
105
$10.6K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-264- 0.25% |
$26K - $26.3K
|
106K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-270- 11.02% |
$26.6K - $26.9K
|
2.18K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-275- 26.29% |
$27K - $27.4K
|
771
$77.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-277- 4.04% |
$27.2K - $27.6K
|
6.59K
$662K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-279- 0.22% |
$27.4K - $27.8K
|
129K
$12.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-285- 0.58% |
$28K - $28.3K
|
49K
$4.93M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-301- 18.21% |
$29.6K - $29.9K
|
1.35K
$136K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-310- 1.47% |
$30.5K - $30.8K
|
20.7K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-323- 5.28% |
$31.8K - $32.1K
|
5.8K
$582K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-329- 5.88% |
$32.4K - $32.7K
|
5.26K
$529K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-330- 0.18% |
$32.5K - $32.8K
|
183K
$18.4M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-355- 6.72% |
$34.9K - $35.3K
|
4.93K
$495K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-375- 15.01% |
$36.9K - $37.3K
|
2.12K
$213K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-378- 2.97% |
$37.2K - $37.6K
|
12.3K
$1.24M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-385- 2.32% |
$37.9K - $38.3K
|
16.2K
$1.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-385Closed |
$37.9K - $38.3K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-386- 0.38% |
$38K - $38.4K
|
101K
$10.2M
|