Purchases and Sales Made in Q2 2023 in Ishares Barclays 0 5 Year Tips (STIP)

STIP Quotes by TradingView

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 09, 2023 Q2 2023
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
13.1K
New
$1.28M - $1.31M
13.1K $1.32M
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
13K
+ 5109.84%
$1.26M - $1.29M
13.2K $1.33M
Jul 10, 2023 Q2 2023
Parkside Advisors LLC

BUY
 -
12.9K
+ 10.21%
$1.26M - $1.28M
139K $14M
Jul 11, 2023 Q2 2023
Walker Financial Services, Inc.

Bowling Green, KY
BUY
 -
12.7K
+ 6.78%
$1.24M - $1.26M
200K $20.1M
Aug 15, 2023 Q2 2023
Gts Securities LLC

New York, NY
BUY
 -
12.3K
New
$1.19M - $1.22M
12.3K $1.23M
Jul 24, 2023 Q2 2023
Austin Asset Management CO Inc

BUY
 -
11.8K
+ 5.16%
$1.14M - $1.17M
240K $24M
Jul 28, 2023 Q2 2023
Brooklyn Fi, LLC

New York, NY
BUY
 -
11.5K
+ 505.64%
$1.12M - $1.14M
13.7K $1.38M
Jul 26, 2023 Q2 2023
Mattern Wealth Management LLC

BUY
 -
11.2K
+ 27.04%
$1.1M - $1.12M
52.9K $5.31M
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
10.2K
+ 52.84%
$992K - $1.01M
29.5K $2.96M
Aug 08, 2023 Q2 2023
M. Kulyk & Associates, LLC

BUY
 -
10K
+ 2.45%
$975K - $996K
419K $42M
Aug 11, 2023 Q2 2023
Brandywine Oak Private Wealth LLC

BUY
 -
9.54K
+ 3.79%
$929K - $949K
261K $26.2M
Aug 07, 2023 Q2 2023
Principal Financial Group Inc

Des Moines, IA
BUY
 -
9.25K
+ 23.31%
$901K - $920K
48.9K $4.91M
Aug 11, 2023 Q2 2023
Flc Capital Advisors

BUY
 -
8.89K
+ 13.74%
$866K - $884K
73.6K $7.38M
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
8.67K
+ 156.94%
$845K - $862K
14.2K $1.42M
Jul 27, 2023 Q2 2023
Rockland Trust CO

BUY
 -
8.41K
+ 4.51%
$819K - $836K
195K $19.5M
Jul 13, 2023 Q2 2023
Chatham Capital Group, Inc.

BUY
 -
8.4K
+ 26.31%
$818K - $836K
40.3K $4.05M
Aug 07, 2023 Q2 2023
Summitry LLC

Foster City, CA
BUY
 -
8.33K
+ 2.75%
$812K - $829K
311K $31.2M
Jul 28, 2023 Q2 2023
Koshinski Asset Management, Inc.

BUY
 -
8.32K
New
$810K - $828K
8.32K $835K
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
8.31K
+ 5.93%
$809K - $826K
148K $14.9M
Aug 04, 2023 Q2 2023
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
8.2K
+ 3.73%
$799K - $816K
228K $22.9M
Aug 01, 2023 Q2 2023
Capital Planning Advisors, LLC

Sacramento, CA
BUY
 -
7.93K
New
$773K - $789K
7.93K $796K
Aug 11, 2023 Q2 2023
Westover Capital Advisors, LLC

Wilmington, DE
BUY
 -
7.68K
+ 14.51%
$748K - $764K
60.6K $6.08M
Jul 13, 2023 Q2 2023
Perfromance Wealth Partners, LLC

BUY
 -
7.55K
+ 17.98%
$735K - $751K
49.5K $4.97M
Aug 11, 2023 Q2 2023
Virtus Family Office LLC

El Paso, TX
BUY
 -
7.38K
+ 197.8%
$719K - $734K
11.1K $1.11M
Aug 11, 2023 Q2 2023
Destination Wealth Management

BUY
 -
7.21K
+ 1.14%
$703K - $718K
637K $64M
Jul 31, 2023 Q2 2023
Hillcrest Wealth Advisors Ny, LLC

BUY
 -
7.15K
+ 12.09%
$697K - $711K
66.3K $6.65M
Jul 21, 2023 Q2 2023
Sigma Investment Counselors Inc

BUY
 -
6.83K
+ 1.79%
$665K - $679K
388K $39M
Aug 04, 2023 Q2 2023
Lake Hills Wealth Management, LLC

BUY
 -
6.71K
New
$654K - $668K
6.71K $674K
Aug 11, 2023 Q2 2023
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
6.69K
+ 31.26%
$652K - $666K
28.1K $2.82M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
6.5K
+ 43.43%
$633K - $646K
21.5K $2.15M
Jul 17, 2023 Q2 2023
Goal Fusion Wealth Management, LLC

BUY
 -
6.47K
+ 3.79%
$630K - $644K
177K $17.8M
Sep 25, 2024 Q2 2023
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
6.43K
+ 103.71%
$626K - $639K
12.6K $1.27M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
6.06K
+ 3.18%
$591K - $603K
197K $19.8M
Jul 05, 2023 Q2 2023
Uma Financial Services, Inc.

BUY
 -
5.97K
+ 28.66%
$582K - $594K
26.8K $2.69M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
5.85K
+ 10.4%
$570K - $582K
62.1K $6.23M
Aug 07, 2023 Q2 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
5.74K
+ 3.74%
$559K - $571K
159K $16M
Aug 09, 2023 Q2 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
5.72K
New
$557K - $569K
5.72K $574K
Aug 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
5.58K
+ 37.24%
$543K - $555K
20.5K $2.06M
Aug 08, 2023 Q2 2023
Family Firm, Inc.

BUY
 -
5.52K
+ 4.35%
$538K - $549K
132K $13.3M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
5.43K
+ 74.12%
$529K - $541K
12.8K $1.28M
Jul 25, 2023 Q2 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
5.36K
+ 410.96%
$523K - $534K
6.67K $669K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
5.08K
+ 8.07%
$494K - $505K
67.9K $6.82M
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
4.95K
+ 4.47%
$483K - $493K
116K $11.6M
Jul 24, 2023 Q2 2023
Country Club Bank

BUY
 -
4.84K
+ 9.34%
$471K - $481K
56.6K $5.68M
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
4.65K
+ 53.32%
$453K - $462K
13.4K $1.34M
Jul 10, 2023 Q2 2023
City State Bank

Norwalk, IA
BUY
 -
4.59K
+ 5.7%
$447K - $456K
85K $8.53M
Aug 11, 2023 Q2 2023
Portland Global Advisors LLC

BUY
 -
4.47K
+ 3.13%
$435K - $445K
147K $14.8M
Jul 24, 2023 Q2 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
4.28K
+ 2.96%
$417K - $426K
149K $15M
Jul 24, 2023 Q2 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
4.24K
+ 2.1%
$413K - $422K
206K $20.7M

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