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 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.33K- 65.59% |
$130K - $132K
|
695
$69.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.33K- 8.25% |
$131K - $133K
|
14.8K
$1.49M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.34K- 14.9% |
$131K - $133K
|
7.63K
$767K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.46K- 18.48% |
$144K - $146K
|
6.46K
$649K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.5K- 11.36% |
$147K - $149K
|
11.7K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.53K- 30.26% |
$150K - $152K
|
3.52K
$354K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 49.77% |
$150K - $152K
|
1.54K
$155K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.55K- 1.04% |
$152K - $154K
|
147K
$14.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.56K- 2.38% |
$153K - $155K
|
63.9K
$6.42M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.6K- 4.43% |
$158K - $159K
|
34.6K
$3.47M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.62K- 12.29% |
$159K - $161K
|
11.5K
$1.16M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.63K- 12.74% |
$160K - $162K
|
11.2K
$1.12M
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-1.7K- 8.23% |
$167K - $169K
|
18.9K
$1.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.71K- 14.36% |
$168K - $170K
|
10.2K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.79K- 16.54% |
$176K - $178K
|
9.04K
$908K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.9K- 39.34% |
$187K - $189K
|
2.93K
$294K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.97K- 3.44% |
$193K - $195K
|
55.1K
$5.54M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.02K- 8.25% |
$199K - $201K
|
22.5K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-2.06K- 8.58% |
$202K - $205K
|
21.9K
$2.2M
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-2.13K- 32.47% |
$210K - $212K
|
4.44K
$446K
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-2.17K- 19.0% |
$213K - $216K
|
9.25K
$929K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.39K- 25.92% |
$235K - $238K
|
6.83K
$686K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.4K- 42.69% |
$236K - $239K
|
3.23K
$324K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.43K- 30.51% |
$239K - $242K
|
5.54K
$556K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.53K- 18.3% |
$249K - $252K
|
11.3K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.53K- 23.5% |
$249K - $252K
|
8.25K
$829K
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.76K- 4.43% |
$271K - $275K
|
59.6K
$5.99M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.86K- 41.94% |
$281K - $284K
|
3.96K
$397K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.9K- 34.24% |
$285K - $288K
|
5.57K
$560K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-2.93K- 52.34% |
$288K - $291K
|
2.66K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.93K- 45.79% |
$288K - $291K
|
3.47K
$348K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.01K- 44.12% |
$296K - $299K
|
3.81K
$383K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3.07K- 16.59% |
$302K - $305K
|
15.4K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-3.15K- 42.89% |
$310K - $313K
|
4.19K
$421K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.31K- 2.53% |
$326K - $330K
|
127K
$12.8M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.34K- 3.96% |
$329K - $332K
|
81K
$8.14M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.38K- 62.05% |
$332K - $336K
|
2.07K
$208K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.53K- 1.15% |
$347K - $351K
|
304K
$30.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.68K- 46.39% |
$362K - $366K
|
4.25K
$427K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.71K- 55.84% |
$365K - $369K
|
2.93K
$295K
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
SELL
|
- |
-3.77K- 9.63% |
$371K - $375K
|
35.4K
$3.56M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.8K- 3.96% |
$374K - $378K
|
92.1K
$9.26M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-3.85K- 17.26% |
$379K - $383K
|
18.5K
$1.85M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.91K- 6.85% |
$385K - $389K
|
53.2K
$5.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.99K- 38.61% |
$392K - $397K
|
6.35K
$638K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4.1K- 32.61% |
$403K - $408K
|
8.47K
$851K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.46K- 1.9% |
$438K - $443K
|
230K
$23.1M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.03K- 9.83% |
$495K - $500K
|
46.1K
$4.63M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.05K- 50.65% |
$497K - $502K
|
4.92K
$494K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-5.08K- 27.02% |
$500K - $505K
|
13.7K
$1.38M
|