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 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-392- 1.47% |
$38.6K - $39K
|
26.2K
$2.63M
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-409- 6.02% |
$40.2K - $40.7K
|
6.38K
$641K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-415- 0.22% |
$40.8K - $41.3K
|
191K
$19.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-422- 13.4% |
$41.5K - $42K
|
2.73K
$274K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-433- 8.99% |
$42.6K - $43.1K
|
4.38K
$440K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-440- 3.4% |
$43.3K - $43.8K
|
12.5K
$1.25M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-480- 0.85% |
$47.2K - $47.7K
|
56.2K
$5.64M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-498- 9.15% |
$49K - $49.5K
|
4.95K
$496K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-498- 1.88% |
$49K - $49.5K
|
26K
$2.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-500- 7.58% |
$49.2K - $49.7K
|
6.1K
$612K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-503- 12.03% |
$49.5K - $50K
|
3.68K
$369K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-507- 1.55% |
$49.9K - $50.4K
|
32.2K
$3.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-525- 12.04% |
$51.6K - $52.2K
|
3.84K
$385K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-530- 4.39% |
$52.1K - $52.7K
|
11.5K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-530- 11.44% |
$52.1K - $52.7K
|
4.1K
$412K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-542- 6.74% |
$53.3K - $53.9K
|
7.5K
$753K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-550- 17.34% |
$54.1K - $54.7K
|
2.62K
$263K
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-616- 9.38% |
$60.6K - $61.3K
|
5.95K
$597K
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-624- 7.09% |
$61.4K - $62.1K
|
8.18K
$821K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-628- 2.63% |
$61.8K - $62.5K
|
23.3K
$2.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-650- 73.12% |
$63.9K - $64.7K
|
239
$24K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-659- 14.77% |
$64.8K - $65.6K
|
3.8K
$382K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-679- 22.96% |
$66.8K - $67.5K
|
2.28K
$229K
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-681- 7.85% |
$67K - $67.7K
|
7.99K
$802K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-734- 23.22% |
$72.2K - $73K
|
2.43K
$244K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-753- 10.62% |
$74.1K - $74.9K
|
6.34K
$636K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-755- 8.05% |
$74.3K - $75.1K
|
8.63K
$866K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-758- 3.29% |
$74.6K - $75.4K
|
22.3K
$2.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-793- 26.95% |
$78K - $78.9K
|
2.15K
$216K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-806- 20.77% |
$79.3K - $80.2K
|
3.07K
$309K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-806- 7.1% |
$79.3K - $80.2K
|
10.5K
$1.06M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-815- 0.67% |
$80.2K - $81.1K
|
121K
$12.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-820- 4.32% |
$80.7K - $81.6K
|
18.2K
$1.82M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-822- 8.19% |
$80.9K - $81.8K
|
9.21K
$925K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-841- 13.94% |
$82.7K - $83.7K
|
5.19K
$521K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-844- 1.35% |
$83K - $84K
|
61.6K
$6.18M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-871- 3.0% |
$85.7K - $86.6K
|
28.2K
$2.83M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-891- 24.2% |
$87.6K - $88.6K
|
2.79K
$280K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-898- 29.13% |
$88.3K - $89.3K
|
2.19K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-908- 3.01% |
$89.3K - $90.3K
|
29.3K
$2.94M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-954- 24.44% |
$93.8K - $94.9K
|
2.95K
$296K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-961- 17.23% |
$94.5K - $95.6K
|
4.62K
$463K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.04K- 12.38% |
$102K - $103K
|
7.36K
$739K
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-1.06KClosed |
$104K - $106K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.12K- 7.87% |
$110K - $111K
|
13.1K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.19K- 9.66% |
$117K - $118K
|
11.1K
$1.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.24K- 7.07% |
$121K - $123K
|
16.2K
$1.63M
|
|
|
Apr 05, 2024
Q1 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.24K- 3.42% |
$122K - $123K
|
34.9K
$3.5M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.24K- 9.38% |
$122K - $123K
|
12K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Mercer Investments LLC
|
SELL
|
- |
-1.24K- 50.0% |
$122K - $124K
|
1.24K
$125K
|