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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.45K- 3.12% |
$629K - $642K
|
200K
$20.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-6.7K- 40.35% |
$653K - $667K
|
9.91K
$996K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-6.99K- 14.24% |
$681K - $695K
|
42.1K
$4.23M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-7.11K- 29.52% |
$693K - $707K
|
17K
$1.71M
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-7.2K- 37.45% |
$702K - $717K
|
12K
$1.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-7.36K- 56.37% |
$717K - $733K
|
5.7K
$573K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-7.49K- 44.03% |
$729K - $745K
|
9.52K
$956K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-7.59K- 76.31% |
$739K - $755K
|
2.36K
$237K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.68K- 34.18% |
$748K - $764K
|
14.8K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.92K- 1.57% |
$772K - $788K
|
497K
$49.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-7.95K- 4.28% |
$774K - $791K
|
178K
$17.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-8.21K- 36.16% |
$800K - $817K
|
14.5K
$1.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-8.27K- 53.17% |
$806K - $823K
|
7.29K
$732K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-8.55K- 5.14% |
$833K - $851K
|
158K
$15.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.35K- 10.63% |
$911K - $930K
|
78.6K
$7.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.37K- 2.96% |
$912K - $932K
|
307K
$30.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.7K- 7.09% |
$945K - $965K
|
127K
$12.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-9.85K- 41.97% |
$960K - $980K
|
13.6K
$1.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-10.5K- 36.58% |
$1.03M - $1.05M
|
18.2K
$1.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-10.8K- 4.09% |
$1.05M - $1.07M
|
252K
$25.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-11.3K- 4.86% |
$1.11M - $1.13M
|
222K
$22.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-11.6K- 29.02% |
$1.13M - $1.15M
|
28.3K
$2.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-12.4K- 16.65% |
$1.21M - $1.23M
|
62.1K
$6.24M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-12.8K- 27.04% |
$1.25M - $1.28M
|
34.6K
$3.48M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-13.1K- 73.11% |
$1.27M - $1.3M
|
4.81K
$483K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14.9K- 87.8% |
$1.45M - $1.48M
|
2.07K
$208K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-15.4K- 6.98% |
$1.5M - $1.54M
|
206K
$20.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-17.7K- 38.91% |
$1.73M - $1.76M
|
27.8K
$2.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-18.3K- 92.49% |
$1.78M - $1.82M
|
1.49K
$149K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-18.9K- 26.66% |
$1.84M - $1.88M
|
51.9K
$5.22M
|
|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-18.9K- 76.12% |
$1.84M - $1.88M
|
5.94K
$597K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-19.3K- 44.76% |
$1.88M - $1.92M
|
23.8K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-20.7K- 25.9% |
$2.02M - $2.06M
|
59.3K
$5.96M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-21.2K- 50.56% |
$2.06M - $2.11M
|
20.7K
$2.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-21.7K- 12.38% |
$2.11M - $2.16M
|
153K
$15.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22K- 7.09% |
$2.14M - $2.19M
|
288K
$29M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-23.7K- 85.12% |
$2.31M - $2.36M
|
4.14K
$416K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-24.3K- 51.14% |
$2.36M - $2.41M
|
23.2K
$2.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-24.8K- 19.34% |
$2.42M - $2.47M
|
103K
$10.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-24.9K- 67.27% |
$2.43M - $2.48M
|
12.1K
$1.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.3K- 6.77% |
$2.66M - $2.72M
|
377K
$37.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-27.9K- 21.06% |
$2.72M - $2.77M
|
104K
$10.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-28.9K- 9.74% |
$2.82M - $2.88M
|
268K
$26.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-29.3K- 92.76% |
$2.85M - $2.91M
|
2.29K
$230K
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-29.6K- 61.72% |
$2.89M - $2.95M
|
18.4K
$1.85M
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-29.9K- 34.93% |
$2.91M - $2.97M
|
55.7K
$5.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-30.1K- 34.92% |
$2.93M - $3M
|
56.1K
$5.64M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-30.8K- 14.57% |
$3M - $3.07M
|
181K
$18.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-31.6K- 4.54% |
$3.08M - $3.14M
|
664K
$66.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-32.1K- 13.27% |
$3.13M - $3.19M
|
210K
$21.1M
|