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 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.23K- 69.08% |
$515K - $521K
|
2.34K
$235K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-5.28K- 28.89% |
$520K - $525K
|
13K
$1.31M
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.33K- 4.38% |
$524K - $530K
|
116K
$11.7M
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-5.34K- 60.31% |
$525K - $531K
|
3.51K
$353K
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-5.6K- 6.44% |
$551K - $557K
|
81.4K
$8.18M
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.72K- 29.37% |
$562K - $569K
|
13.7K
$1.38M
|
|
Apr 29, 2024
Q1 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-5.92K- 29.52% |
$582K - $589K
|
14.1K
$1.42M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.01K- 19.78% |
$591K - $597K
|
24.4K
$2.45M
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.22K- 29.1% |
$612K - $619K
|
15.2K
$1.52M
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-6.61K- 39.9% |
$650K - $657K
|
9.95K
$1M
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-7.04K- 21.04% |
$692K - $700K
|
26.4K
$2.65M
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.09K- 32.14% |
$697K - $705K
|
15K
$1.5M
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-8.34K- 60.17% |
$820K - $829K
|
5.52K
$555K
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-8.68K- 16.6% |
$854K - $863K
|
43.6K
$4.38M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.45K- 13.62% |
$930K - $940K
|
59.9K
$6.02M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.8K- 2.11% |
$964K - $975K
|
456K
$45.8M
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-9.95K- 30.92% |
$979K - $990K
|
22.2K
$2.23M
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10.2K- 50.56% |
$1.01M - $1.02M
|
10K
$1.01M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.9K- 3.73% |
$1.17M - $1.18M
|
306K
$30.8M
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-12K- 82.79% |
$1.18M - $1.19M
|
2.5K
$251K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12K- 54.15% |
$1.19M - $1.2M
|
10.2K
$1.03M
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-12.4K- 43.26% |
$1.22M - $1.23M
|
16.2K
$1.63M
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-12.8K- 11.12% |
$1.25M - $1.27M
|
102K
$10.2M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.9K- 53.91% |
$1.27M - $1.28M
|
11K
$1.11M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.5K- 18.6% |
$1.32M - $1.34M
|
58.8K
$5.91M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.7K- 42.37% |
$1.35M - $1.36M
|
18.6K
$1.87M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13.8K- 37.48% |
$1.36M - $1.37M
|
23K
$2.31M
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-14.6K- 34.13% |
$1.44M - $1.46M
|
28.3K
$2.84M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.4K- 8.35% |
$1.51M - $1.53M
|
169K
$17M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.5K- 10.44% |
$1.62M - $1.64M
|
141K
$14.2M
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-16.8K- 30.43% |
$1.66M - $1.67M
|
38.5K
$3.87M
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-16.9K- 60.09% |
$1.67M - $1.68M
|
11.2K
$1.13M
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-17.5K- 52.13% |
$1.72M - $1.74M
|
16K
$1.61M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-18.1K- 41.91% |
$1.78M - $1.8M
|
25.1K
$2.52M
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-18.6K- 10.97% |
$1.83M - $1.85M
|
151K
$15.1M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-18.7K- 13.01% |
$1.84M - $1.86M
|
125K
$12.6M
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-19.6K- 5.37% |
$1.93M - $1.95M
|
346K
$34.8M
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-19.6K- 5.37% |
$1.93M - $1.95M
|
346K
$34.8M
|
|
May 09, 2024
Q1 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-20.8K- 29.93% |
$2.05M - $2.07M
|
48.8K
$4.9M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22.1K- 13.61% |
$2.17M - $2.2M
|
140K
$14.1M
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-22.7K- 55.48% |
$2.23M - $2.26M
|
18.2K
$1.83M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23.8K- 2.24% |
$2.34M - $2.37M
|
1.04M
$104M
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-25.3K- 89.19% |
$2.49M - $2.52M
|
3.07K
$308K
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-25.4K- 87.39% |
$2.5M - $2.53M
|
3.67K
$369K
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-27.3K- 92.59% |
$2.68M - $2.71M
|
2.18K
$219K
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-27.4K- 92.69% |
$2.69M - $2.72M
|
2.16K
$217K
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-28.3K- 39.08% |
$2.78M - $2.81M
|
44.1K
$4.43M
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
SELL
|
- |
-29.1K- 88.74% |
$2.86M - $2.89M
|
3.69K
$371K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-29.2K- 70.69% |
$2.87M - $2.9M
|
12.1K
$1.21M
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-30.3K- 44.09% |
$2.98M - $3.01M
|
38.4K
$3.86M
|