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 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
175New |
$17.7K - $18.3K
|
175
$17.6K
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
175+ 1.89% |
$17.7K - $18.3K
|
9.42K
$946K
|
|
Aug 10, 2022
Q2 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
149+ 0.87% |
$15.1K - $15.6K
|
17.2K
$1.73M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
146+ 6.3% |
$14.8K - $15.3K
|
2.46K
$247K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
133+ 3.27% |
$13.5K - $13.9K
|
4.21K
$422K
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
131+ 2.35% |
$13.3K - $13.7K
|
5.71K
$573K
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
128+ 0.11% |
$13K - $13.4K
|
113K
$11.4M
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
126New |
$12.8K - $13.2K
|
126
$12.6K
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
117+ 5850.0% |
$11.8K - $12.2K
|
119
$11.9K
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
104+ 32.7% |
$10.5K - $10.9K
|
422
$42.4K
|
|
Jul 21, 2022
Q2 2022
|
Atwater Malick LLC
|
BUY
|
- |
100+ 4.01% |
$10.1K - $10.5K
|
2.59K
$260K
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
90+ 0.63% |
$9.11K - $9.42K
|
14.4K
$1.44M
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
73+ 2.13% |
$7.39K - $7.64K
|
3.5K
$351K
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
72+ 2.71% |
$7.29K - $7.53K
|
2.73K
$274K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
71New |
$7.19K - $7.43K
|
71
$7.13K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
68New |
$6.89K - $7.12K
|
68
$6.83K
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
67New |
$6.78K - $7.01K
|
67
$6.73K
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
67New |
$6.78K - $7.01K
|
67
$6.73K
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
63+ 1.56% |
$6.38K - $6.59K
|
4.1K
$412K
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
62+ 2.85% |
$6.28K - $6.49K
|
2.24K
$225K
|
|
Jul 12, 2022
Q2 2022
|
Wp Advisors, LLC
|
BUY
|
- |
58+ 2.35% |
$5.87K - $6.07K
|
2.53K
$253K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
45New |
$4.56K - $4.71K
|
45
$4.52K
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
44+ 2.23% |
$4.46K - $4.6K
|
2.01K
$202K
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
41+ 2.05% |
$4.15K - $4.29K
|
2.04K
$205K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
32+ 160.0% |
$3.24K - $3.35K
|
52
$5.22K
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
29+ 0.08% |
$2.94K - $3.03K
|
37.6K
$3.78M
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
28New |
$2.84K - $2.93K
|
28
$2.81K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
27+ 1350.0% |
$2.73K - $2.83K
|
29
$2.91K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
25New |
$2.53K - $2.62K
|
25
$2.51K
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
25New |
$2.53K - $2.62K
|
25
$2.51K
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
BUY
|
- |
25+ 0.44% |
$2.53K - $2.62K
|
5.68K
$570K
|
|
Jul 20, 2022
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
17+ 0.69% |
$1.72K - $1.78K
|
2.48K
$249K
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
BUY
|
- |
13New |
$1.32K - $1.36K
|
13
$1.3K
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
11New |
$1.11K - $1.15K
|
11
$1.1K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
10New |
$1.01K - $1.05K
|
10
$1K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 3.59% |
$911 - $942
|
260
$26.1K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9New |
$911 - $942
|
9
$903
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
7+ 0.06% |
$709 - $733
|
10.9K
$1.09M
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
7+ 0.27% |
$709 - $733
|
2.56K
$257K
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 2.34% |
$506 - $523
|
219
$22K
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.75% |
$304 - $314
|
405
$40.7K
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2+ 0.03% |
$203 - $209
|
6.78K
$681K
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 2.33% |
$101 - $105
|
44
$4.42K
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4- 0.13% |
$405 - $419
|
3.17K
$319K
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-6Closed |
$608 - $628
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-6Closed |
$608 - $628
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-10Closed |
$1.01K - $1.05K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11- 0.17% |
$1.11K - $1.15K
|
6.32K
$634K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-12- 92.31% |
$1.22K - $1.26K
|
1
$100
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-18Closed |
$1.82K - $1.88K
|
0
$0
|