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 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.73KNew |
$276K - $285K
|
2.73K
$274K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.71K+ 6.09% |
$274K - $284K
|
47.2K
$4.75M
|
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.67KNew |
$270K - $279K
|
2.67K
$268K
|
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.66KNew |
$270K - $279K
|
2.66K
$268K
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
BUY
|
- |
2.66K+ 1.59% |
$269K - $278K
|
170K
$17.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.64K+ 3.6% |
$267K - $276K
|
75.9K
$7.63M
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.58K+ 6.29% |
$261K - $270K
|
43.6K
$4.38M
|
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.55K+ 12.92% |
$258K - $266K
|
22.3K
$2.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
2.54KNew |
$257K - $265K
|
2.54K
$255K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
2.52KNew |
$256K - $264K
|
2.52K
$254K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2.47KNew |
$250K - $259K
|
2.47K
$248K
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.38K+ 12.26% |
$240K - $249K
|
21.8K
$2.19M
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
2.37K+ 84.19% |
$240K - $248K
|
5.19K
$521K
|
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
2.3KNew |
$232K - $240K
|
2.3K
$231K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.28KNew |
$231K - $238K
|
2.28K
$229K
|
|
|
Aug 05, 2022
Q2 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
2.27K+ 1.47% |
$230K - $238K
|
157K
$15.7M
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.25KNew |
$228K - $236K
|
2.25K
$226K
|
|
|
Aug 26, 2024
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.21KNew |
$224K - $231K
|
2.21K
$222K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.2K+ 56.66% |
$223K - $230K
|
6.08K
$611K
|
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.19K+ 1.61% |
$222K - $229K
|
138K
$13.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2.13K+ 2.64% |
$215K - $223K
|
82.7K
$8.31M
|
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.12K+ 58.1% |
$214K - $222K
|
5.76K
$579K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.11K+ 32.38% |
$214K - $221K
|
8.63K
$867K
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.05K+ 11.85% |
$207K - $214K
|
19.3K
$1.94M
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
BUY
|
- |
2.02KNew |
$204K - $211K
|
2.02K
$203K
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.01K+ 66.92% |
$203K - $210K
|
5.01K
$503K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.96K+ 732.21% |
$198K - $205K
|
2.22K
$223K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.81KNew |
$184K - $190K
|
1.81K
$182K
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.81K+ 23.75% |
$183K - $189K
|
9.43K
$948K
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.8K+ 32.57% |
$182K - $188K
|
7.32K
$736K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.69K+ 27.61% |
$171K - $177K
|
7.81K
$784K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.65K+ 97.06% |
$167K - $172K
|
3.35K
$336K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.62K+ 180.47% |
$164K - $169K
|
2.51K
$253K
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.59K+ 4.83% |
$161K - $166K
|
34.5K
$3.46M
|
|
|
Jul 26, 2022
Q2 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.58K+ 5.71% |
$160K - $165K
|
29.2K
$2.94M
|
|
|
Aug 05, 2022
Q2 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 2.01% |
$150K - $155K
|
74.9K
$7.53M
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.48K+ 52.73% |
$150K - $155K
|
4.28K
$430K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.43K+ 1.5% |
$145K - $150K
|
97K
$9.75M
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.41K+ 45.63% |
$143K - $148K
|
4.5K
$452K
|
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.4K+ 15.28% |
$141K - $146K
|
10.5K
$1.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.39K+ 28.38% |
$141K - $146K
|
6.3K
$633K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
1.38K+ 4.77% |
$140K - $144K
|
30.3K
$3.04M
|
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.37K+ 42.27% |
$138K - $143K
|
4.6K
$462K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.36KNew |
$137K - $142K
|
1.36K
$136K
|
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.33K+ 1.59% |
$135K - $139K
|
85.2K
$8.56M
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.21K+ 3.33% |
$123K - $127K
|
37.6K
$3.77M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.21K+ 60.1% |
$122K - $126K
|
3.21K
$323K
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.16K+ 60.42% |
$118K - $122K
|
3.09K
$310K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.15K+ 5.35% |
$117K - $121K
|
22.7K
$2.28M
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.14K+ 49.65% |
$116K - $120K
|
3.45K
$346K
|