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
|
Rollins Financial
|
BUY
|
- |
1.11K+ 47.93% |
$113K - $117K
|
3.44K
$345K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.1K+ 18400.0% |
$112K - $116K
|
1.11K
$111K
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.09K+ 10.82% |
$110K - $114K
|
11.1K
$1.12M
|
|
Jul 27, 2022
Q2 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.07K+ 1.7% |
$108K - $112K
|
64.2K
$6.45M
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.05K+ 11.76% |
$106K - $109K
|
9.94K
$998K
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.04K+ 9.85% |
$105K - $109K
|
11.6K
$1.16M
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1K+ 4.99% |
$101K - $105K
|
21K
$2.11M
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
981+ 5.72% |
$99.3K - $103K
|
18.1K
$1.82M
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
925+ 92.96% |
$93.7K - $96.8K
|
1.92K
$193K
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
812+ 15.42% |
$82.2K - $85K
|
6.08K
$610K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
809+ 6.8% |
$81.9K - $84.7K
|
12.7K
$1.28M
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
780+ 4.87% |
$79K - $81.6K
|
16.8K
$1.69M
|
|
Jul 27, 2022
Q2 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
750+ 0.55% |
$75.9K - $78.5K
|
137K
$13.8M
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
733+ 19.84% |
$74.2K - $76.7K
|
4.43K
$444K
|
|
Jul 21, 2022
Q2 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
695+ 2.96% |
$70.4K - $72.7K
|
24.1K
$2.42M
|
|
Jul 29, 2022
Q2 2022
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
683+ 0.4% |
$69.2K - $71.5K
|
172K
$17.3M
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
682+ 17.3% |
$69.1K - $71.4K
|
4.62K
$464K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
644+ 0.97% |
$65.2K - $67.4K
|
67K
$6.73M
|
|
Jul 21, 2022
Q2 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
598+ 5.48% |
$60.6K - $62.6K
|
11.5K
$1.15M
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
575+ 43.07% |
$58.2K - $60.2K
|
1.91K
$192K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
574+ 1.36% |
$58.1K - $60.1K
|
42.9K
$4.3M
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
525+ 0.79% |
$53.2K - $54.9K
|
66.6K
$6.69M
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
503+ 37.4% |
$50.9K - $52.6K
|
1.85K
$186K
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
497+ 0.29% |
$50.3K - $52K
|
170K
$17.1M
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
BUY
|
- |
494+ 5.7% |
$50K - $51.7K
|
9.16K
$920K
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
488+ 6.36% |
$49.4K - $51.1K
|
8.16K
$819K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
488+ 65.15% |
$49.4K - $51.1K
|
1.24K
$124K
|
|
Jul 11, 2022
Q2 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
470+ 1.07% |
$47.6K - $49.2K
|
44.5K
$4.47M
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
450+ 19.32% |
$45.6K - $47.1K
|
2.78K
$279K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
435+ 488.76% |
$44K - $45.5K
|
524
$52.6K
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
415+ 2.5% |
$42K - $43.4K
|
17K
$1.71M
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
414+ 4.42% |
$41.9K - $43.3K
|
9.79K
$982K
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
BUY
|
- |
410+ 0.36% |
$41.5K - $42.9K
|
115K
$11.6M
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
384New |
$38.9K - $40.2K
|
384
$38.5K
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
363+ 1.05% |
$36.8K - $38K
|
34.8K
$3.49M
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
363+ 1.05% |
$36.8K - $38K
|
34.8K
$3.49M
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
346New |
$35K - $36.2K
|
346
$34.7K
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
328New |
$33.2K - $34.3K
|
328
$32.9K
|
|
Aug 08, 2022
Q2 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
291+ 6.19% |
$29.5K - $30.5K
|
4.99K
$501K
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
275New |
$27.8K - $28.8K
|
275
$27.6K
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
236+ 1.6% |
$23.9K - $24.7K
|
15K
$1.51M
|
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
231+ 0.96% |
$23.4K - $24.2K
|
24.3K
$2.44M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
223+ 9.31% |
$22.6K - $23.3K
|
2.62K
$263K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
217New |
$22K - $22.7K
|
217
$21.8K
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
210+ 9.75% |
$21.3K - $22K
|
2.36K
$237K
|
|
Jul 25, 2022
Q2 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
200+ 2.59% |
$20.3K - $20.9K
|
7.94K
$797K
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
200+ 2.11% |
$20.3K - $20.9K
|
9.67K
$971K
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
193+ 0.35% |
$19.5K - $20.2K
|
54.9K
$5.51M
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
184+ 11.94% |
$18.6K - $19.3K
|
1.73K
$173K
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
183New |
$18.5K - $19.2K
|
183
$18.4K
|