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 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-32.7K- 58.41% |
$3.18M - $3.25M
|
23.3K
$2.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-33.3K- 91.82% |
$3.25M - $3.31M
|
2.97K
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-34.2K- 62.9% |
$3.33M - $3.4M
|
20.2K
$2.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-38.7K- 8.1% |
$3.77M - $3.85M
|
439K
$44M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-38.7K- 79.78% |
$3.77M - $3.85M
|
9.82K
$986K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-41.6K- 67.33% |
$4.05M - $4.14M
|
20.2K
$2.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-44.2K- 30.29% |
$4.31M - $4.4M
|
102K
$10.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-45.3K- 60.68% |
$4.42M - $4.51M
|
29.4K
$2.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-46.6K- 1.09% |
$4.54M - $4.64M
|
4.21M
$423M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-54.3K- 14.25% |
$5.29M - $5.41M
|
327K
$32.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-54.8K- 92.12% |
$5.34M - $5.46M
|
4.69K
$471K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-56.2K- 96.52% |
$5.48M - $5.6M
|
2.03K
$203K
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-56.4K- 96.48% |
$5.5M - $5.61M
|
2.06K
$207K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-56.7K- 85.63% |
$5.53M - $5.64M
|
9.52K
$955K
|
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-58.8K- 89.69% |
$5.73M - $5.85M
|
6.76K
$678K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-58.9K- 95.62% |
$5.74M - $5.86M
|
2.69K
$270K
|
|
|
Jul 19, 2023
Q2 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-60K- 68.18% |
$5.85M - $5.97M
|
28K
$2.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-61.4K- 15.89% |
$5.98M - $6.11M
|
325K
$32.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-62.6K- 46.58% |
$6.09M - $6.22M
|
71.7K
$7.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-68.1K- 51.19% |
$6.63M - $6.77M
|
64.9K
$6.52M
|
|
|
Jul 19, 2023
Q2 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-81.4K- 76.52% |
$7.93M - $8.1M
|
25K
$2.51M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-82.7K- 5.88% |
$8.06M - $8.23M
|
1.33M
$133M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-94K- 4.25% |
$9.16M - $9.35M
|
2.12M
$213M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-109K- 58.23% |
$10.6M - $10.8M
|
78.2K
$7.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-121K- 17.57% |
$11.8M - $12M
|
566K
$56.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-122K- 98.21% |
$11.9M - $12.2M
|
2.23K
$224K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-141K- 17.16% |
$13.7M - $14M
|
679K
$68.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-141K- 21.2% |
$13.8M - $14.1M
|
525K
$52.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-143K- 22.35% |
$14M - $14.3M
|
498K
$50M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-171K- 96.23% |
$16.6M - $17M
|
6.69K
$672K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-203K- 13.07% |
$19.8M - $20.2M
|
1.35M
$136M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-221K- 29.78% |
$21.5M - $21.9M
|
520K
$52.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-224K- 59.43% |
$21.8M - $22.3M
|
153K
$15.4M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-290K- 97.94% |
$28.3M - $28.9M
|
6.11K
$614K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-290K- 97.94% |
$28.3M - $28.9M
|
6.11K
$614K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-294K- 12.72% |
$28.7M - $29.3M
|
2.02M
$203M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-433K- 15.77% |
$42.2M - $43.1M
|
2.31M
$232M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-618K- 16.62% |
$60.2M - $61.5M
|
3.1M
$311M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-701K- 52.33% |
$68.3M - $69.7M
|
638K
$64.1M
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.59M- 97.51% |
$252M - $258M
|
66.1K
$6.64M
|