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 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
23.6K+ 73.93% |
$2.39M - $2.47M
|
55.5K
$5.58M
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
23.4K+ 14.57% |
$2.37M - $2.45M
|
184K
$18.5M
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
22.7K+ 17.3% |
$2.3M - $2.37M
|
154K
$15.4M
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
22.2KNew |
$2.25M - $2.32M
|
22.2K
$2.23M
|
|
Aug 02, 2022
Q2 2022
|
Resource Planning Group
|
BUY
|
- |
21.5KNew |
$2.18M - $2.25M
|
21.5K
$2.16M
|
|
Sep 22, 2022
Q2 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
21.3KNew |
$2.15M - $2.22M
|
21.3K
$2.14M
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
20.7KNew |
$2.09M - $2.16M
|
20.7K
$2.08M
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
20.6K+ 173.1% |
$2.09M - $2.16M
|
32.5K
$3.27M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
20.2K+ 75.7% |
$2.04M - $2.11M
|
46.8K
$4.7M
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
19.6K+ 8217.99% |
$1.99M - $2.06M
|
19.9K
$2M
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
19.2K+ 14.15% |
$1.94M - $2.01M
|
155K
$15.6M
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
19.1K+ 57.88% |
$1.94M - $2M
|
52.2K
$5.24M
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
18.9K+ 842.48% |
$1.91M - $1.98M
|
21.1K
$2.12M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
18.3KNew |
$1.85M - $1.91M
|
18.3K
$1.84M
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
18.1K+ 548.88% |
$1.83M - $1.89M
|
21.4K
$2.15M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.7K+ 91.61% |
$1.79M - $1.85M
|
37K
$3.71M
|
|
Jul 11, 2022
Q2 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
17.3KNew |
$1.75M - $1.81M
|
17.3K
$1.73M
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
16.6K+ 3.65% |
$1.68M - $1.74M
|
472K
$47.5M
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
16.6K+ 3.65% |
$1.68M - $1.74M
|
472K
$47.5M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
16.6K+ 47.87% |
$1.68M - $1.74M
|
51.3K
$5.16M
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
16.5K+ 147.46% |
$1.67M - $1.73M
|
27.7K
$2.78M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.3K+ 63.83% |
$1.65M - $1.7M
|
41.7K
$4.19M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16K+ 6.27% |
$1.62M - $1.67M
|
271K
$27.2M
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
16KNew |
$1.62M - $1.67M
|
16K
$1.6M
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
15.5K+ 10.64% |
$1.57M - $1.62M
|
161K
$16.2M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
15.2K+ 168.3% |
$1.54M - $1.59M
|
24.2K
$2.43M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15K+ 29.9% |
$1.52M - $1.57M
|
65.1K
$6.54M
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
14.9KNew |
$1.51M - $1.56M
|
14.9K
$1.5M
|
|
Jul 28, 2022
Q2 2022
|
Slow Capital, Inc.
|
BUY
|
- |
14.7K+ 330.13% |
$1.49M - $1.54M
|
19.2K
$1.93M
|
|
Aug 08, 2022
Q2 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
14.6K+ 6.58% |
$1.48M - $1.53M
|
236K
$23.7M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.7K+ 16.76% |
$1.39M - $1.43M
|
95.3K
$9.57M
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
BUY
|
- |
13.4K+ 75.75% |
$1.36M - $1.41M
|
31.2K
$3.13M
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
12.8K+ 16.62% |
$1.29M - $1.34M
|
89.6K
$9M
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
12.7K+ 206.82% |
$1.29M - $1.33M
|
18.9K
$1.9M
|
|
Jul 11, 2022
Q2 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
12.3K+ 11.82% |
$1.24M - $1.28M
|
116K
$11.7M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
12.3K+ 408.84% |
$1.24M - $1.28M
|
15.3K
$1.53M
|
|
Jul 12, 2022
Q2 2022
|
Parkside Advisors LLC
|
BUY
|
- |
12.1K+ 12.31% |
$1.23M - $1.27M
|
110K
$11.1M
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
12KNew |
$1.21M - $1.25M
|
12K
$1.2M
|
|
Aug 10, 2022
Q2 2022
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
11.8K+ 12.43% |
$1.2M - $1.24M
|
107K
$10.7M
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
11.5K+ 50.14% |
$1.17M - $1.21M
|
34.5K
$3.47M
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
10.7K+ 11.73% |
$1.08M - $1.12M
|
102K
$10.2M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.5K+ 17.89% |
$1.06M - $1.09M
|
68.9K
$6.92M
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
10.3K+ 91.54% |
$1.05M - $1.08M
|
21.6K
$2.17M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10K+ 18.68% |
$1.02M - $1.05M
|
63.7K
$6.4M
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
9.83K+ 28.55% |
$995K - $1.03M
|
44.3K
$4.45M
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.72K+ 58.09% |
$984K - $1.02M
|
26.4K
$2.66M
|
|
Jul 07, 2022
Q2 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
9.7KNew |
$982K - $1.02M
|
9.7K
$975K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
9.66K+ 10504.35% |
$979K - $1.01M
|
9.76K
$980K
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
9.64K+ 4.52% |
$976K - $1.01M
|
223K
$22.4M
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
9.63K+ 42.14% |
$975K - $1.01M
|
32.5K
$3.26M
|