Purchases and Sales Made in Q2 2023 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 2023. 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 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.66MNew |
$259M - $264M
|
2.66M
$267M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
715KNew |
$69.7M - $71.2M
|
715K
$71.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
560K+ 35.53% |
$54.5M - $55.7M
|
2.14M
$215M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
423K+ 2900.98% |
$41.2M - $42M
|
437K
$43.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
297K+ 45.99% |
$28.9M - $29.5M
|
942K
$94.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
240K+ 11.37% |
$23.4M - $23.9M
|
2.35M
$236M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
222K+ 8678.38% |
$21.6M - $22M
|
224K
$22.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
218K+ 48.72% |
$21.2M - $21.7M
|
665K
$66.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
176K+ 227.81% |
$17.2M - $17.5M
|
254K
$25.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
137K+ 693.17% |
$13.4M - $13.7M
|
157K
$15.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
135K+ 28.02% |
$13.2M - $13.5M
|
618K
$62.1M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
133K+ 5723.88% |
$12.9M - $13.2M
|
135K
$13.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
120KNew |
$11.6M - $11.9M
|
120K
$12M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
111KNew |
$10.8M - $11M
|
111K
$11.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
96.2K+ 20.31% |
$9.37M - $9.57M
|
570K
$57.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
94.6KNew |
$9.22M - $9.41M
|
94.6K
$9.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
89.8K+ 3.4% |
$8.75M - $8.94M
|
2.74M
$275M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
74.4K+ 25.3% |
$7.25M - $7.41M
|
369K
$37M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
62.1K+ 30.9% |
$6.05M - $6.18M
|
263K
$26.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
59.9K+ 6.02% |
$5.83M - $5.96M
|
1.05M
$106M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
58.3K+ 5.68% |
$5.68M - $5.8M
|
1.08M
$109M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
52.7K+ 98.08% |
$5.14M - $5.25M
|
107K
$10.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
49.8KNew |
$4.85M - $4.95M
|
49.8K
$5M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
48.7KNew |
$4.74M - $4.84M
|
48.7K
$4.89M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
46.8K+ 87.29% |
$4.56M - $4.66M
|
100K
$10.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
46.7K+ 60.16% |
$4.55M - $4.64M
|
124K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
42KNew |
$4.1M - $4.18M
|
42K
$4.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
40.8K+ 170.06% |
$3.97M - $4.06M
|
64.7K
$6.5M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
38.7K+ 8.87% |
$3.77M - $3.85M
|
475K
$47.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
33.7K+ 22.64% |
$3.28M - $3.35M
|
182K
$18.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
28.7K+ 95.44% |
$2.79M - $2.85M
|
58.7K
$5.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
26.7KNew |
$2.61M - $2.66M
|
26.7K
$2.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
26.7K+ 50.7% |
$2.6M - $2.66M
|
79.5K
$7.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.1K+ 15.49% |
$2.55M - $2.6M
|
195K
$19.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
26.1K+ 21.4% |
$2.54M - $2.6M
|
148K
$14.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
25.6KNew |
$2.49M - $2.54M
|
25.6K
$2.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
22.6K+ 7.3% |
$2.2M - $2.25M
|
333K
$33.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
21.6K+ 60.51% |
$2.11M - $2.15M
|
57.4K
$5.77M
|
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
20.5K+ 202.32% |
$2M - $2.04M
|
30.6K
$3.08M
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
20.2K+ 13.64% |
$1.97M - $2.01M
|
169K
$16.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
19.2K+ 12.02% |
$1.87M - $1.91M
|
179K
$18M
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
18.5K+ 17.42% |
$1.8M - $1.84M
|
125K
$12.5M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
18.3K+ 4.81% |
$1.78M - $1.82M
|
399K
$40.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
18.3K+ 38.42% |
$1.78M - $1.82M
|
65.9K
$6.62M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
17.8K+ 17.57% |
$1.74M - $1.77M
|
119K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
17.7K+ 6.11% |
$1.73M - $1.76M
|
307K
$30.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17K+ 59.38% |
$1.66M - $1.69M
|
45.6K
$4.58M
|
|
|
Aug 03, 2023
Q2 2023
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
16.3K+ 10.45% |
$1.59M - $1.62M
|
172K
$17.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
14.2K+ 18.67% |
$1.39M - $1.42M
|
90.6K
$9.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14K+ 2.53% |
$1.37M - $1.4M
|
569K
$57.2M
|