Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-750- 20.49% |
$75.9K - $78.5K
|
2.91K
$298K
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-794- 2.78% |
$80.4K - $83.1K
|
27.7K
$2.84M
|
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-839- 2.58% |
$85K - $87.8K
|
31.7K
$3.25M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-848- 5.15% |
$85.9K - $88.7K
|
15.6K
$1.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-862- 0.78% |
$87.3K - $90.2K
|
110K
$11.2M
|
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
SELL
|
- |
-886- 19.66% |
$89.7K - $92.7K
|
3.62K
$371K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-952Closed |
$96.4K - $99.6K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.01K- 0.87% |
$102K - $105K
|
115K
$11.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.05KClosed |
$107K - $110K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.07K- 8.33% |
$109K - $112K
|
11.8K
$1.21M
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.09K- 9.65% |
$110K - $114K
|
10.2K
$1.04M
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.1K- 28.78% |
$111K - $115K
|
2.71K
$277K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.24K- 2.3% |
$125K - $130K
|
52.6K
$5.38M
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.25K- 45.08% |
$127K - $131K
|
1.52K
$156K
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.26K- 14.08% |
$127K - $131K
|
7.67K
$785K
|
|
|
Aug 08, 2022
Q2 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-1.27K- 1.61% |
$128K - $133K
|
77.3K
$7.91M
|
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-1.29K- 0.58% |
$130K - $135K
|
222K
$22.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.29K- 1.96% |
$131K - $135K
|
64.5K
$6.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.31K- 4.31% |
$133K - $138K
|
29.2K
$2.99M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.34K- 4.07% |
$135K - $140K
|
31.5K
$3.22M
|
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
SELL
|
- |
-1.34K- 1.3% |
$135K - $140K
|
102K
$10.4M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.39KClosed |
$141K - $145K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.41KClosed |
$143K - $148K
|
0
$0
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.45K- 15.37% |
$147K - $152K
|
7.98K
$817K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-1.5K- 7.35% |
$152K - $157K
|
18.9K
$1.93M
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.51K- 10.01% |
$152K - $157K
|
13.5K
$1.38M
|
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-1.53K- 2.29% |
$155K - $160K
|
65.3K
$6.69M
|
|
|
Aug 12, 2022
Q2 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-1.56K- 55.48% |
$158K - $163K
|
1.25K
$128K
|
|
|
Jul 27, 2022
Q2 2022
|
Clarity Financial LLC
|
SELL
|
- |
-1.57K- 30.67% |
$159K - $165K
|
3.55K
$364K
|
|
|
Aug 04, 2022
Q2 2022
|
Lane Generational LLC
|
SELL
|
- |
-1.7K- 23.06% |
$172K - $178K
|
5.66K
$580K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.75K- 27.5% |
$177K - $183K
|
4.6K
$471K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.8K- 87.54% |
$182K - $188K
|
256
$26.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.8K- 38.3% |
$182K - $188K
|
2.9K
$297K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.84K- 2.24% |
$186K - $193K
|
80.5K
$8.24M
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.92K- 90.84% |
$194K - $200K
|
193
$19.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-1.92KClosed |
$194K - $201K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2.04K- 50.0% |
$206K - $213K
|
2.04K
$208K
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-2.08K- 17.11% |
$210K - $217K
|
10.1K
$1.03M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.12K- 10.31% |
$215K - $222K
|
18.5K
$1.89M
|
|
|
Aug 09, 2022
Q2 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-2.23K- 8.74% |
$226K - $233K
|
23.3K
$2.38M
|
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-2.3KClosed |
$232K - $240K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.4KClosed |
$243K - $251K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.46K- 22.36% |
$249K - $258K
|
8.55K
$875K
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.57K- 24.55% |
$261K - $269K
|
7.91K
$810K
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.61K- 33.4% |
$264K - $273K
|
5.2K
$532K
|
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.65KClosed |
$268K - $277K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.71K- 30.73% |
$274K - $283K
|
6.1K
$624K
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.79KClosed |
$283K - $292K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.84KClosed |
$287K - $297K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.85K- 8.02% |
$289K - $298K
|
32.7K
$3.35M
|