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 19, 2023
Q2 2023
|
Northland Capital Management LLC
|
BUY
|
- |
4.2K+ 5.88% |
$409K - $418K
|
75.6K
$7.59M
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.18K+ 69.38% |
$407K - $415K
|
10.2K
$1.02M
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
4.12K+ 0.85% |
$401K - $410K
|
490K
$49.2M
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
4.12K+ 0.85% |
$401K - $410K
|
490K
$49.2M
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.09K+ 16.87% |
$399K - $407K
|
28.4K
$2.85M
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
4.05K+ 45.93% |
$394K - $403K
|
12.9K
$1.29M
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
4KNew |
$390K - $398K
|
4K
$402K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.94K+ 10.72% |
$384K - $392K
|
40.7K
$4.08M
|
|
Jul 28, 2023
Q2 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
3.92K+ 5.99% |
$382K - $390K
|
69.4K
$6.96M
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.86K+ 59.72% |
$376K - $384K
|
10.3K
$1.04M
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
3.75K+ 16.14% |
$366K - $373K
|
27K
$2.71M
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
3.71K+ 2.74% |
$361K - $369K
|
139K
$14M
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.7K+ 5.76% |
$361K - $368K
|
67.9K
$6.82M
|
|
Jul 13, 2023
Q2 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
3.66K+ 28.05% |
$356K - $364K
|
16.7K
$1.68M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.64K+ 16.04% |
$355K - $363K
|
26.4K
$2.65M
|
|
Jul 14, 2023
Q2 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
3.5K+ 0.27% |
$341K - $348K
|
1.31M
$131M
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
3.49K+ 8.76% |
$340K - $347K
|
43.3K
$4.35M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.13K+ 12.55% |
$304K - $311K
|
28K
$2.81M
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
3.1KNew |
$302K - $308K
|
3.1K
$311K
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.08K+ 2.24% |
$300K - $307K
|
141K
$14.1M
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
BUY
|
- |
2.98K+ 7.82% |
$290K - $296K
|
41.1K
$4.12M
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.97K+ 37.2% |
$289K - $296K
|
11K
$1.1M
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
2.97KNew |
$289K - $295K
|
2.97K
$298K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.86K+ 13.49% |
$278K - $284K
|
24K
$2.41M
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.82KNew |
$275K - $281K
|
2.82K
$283K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.6KNew |
$254K - $259K
|
2.6K
$261K
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.58KNew |
$251K - $257K
|
2.58K
$259K
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.5K+ 51.84% |
$244K - $249K
|
7.33K
$736K
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.45K+ 115.27% |
$238K - $243K
|
4.57K
$459K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.41KNew |
$235K - $240K
|
2.41K
$242K
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.38KNew |
$232K - $237K
|
2.38K
$239K
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.36K+ 1.12% |
$230K - $235K
|
213K
$21.3M
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
2.33KNew |
$227K - $232K
|
2.33K
$234K
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.32K+ 1.17% |
$226K - $230K
|
200K
$20.1M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.3K+ 30.65% |
$224K - $229K
|
9.82K
$985K
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.19K+ 8.89% |
$214K - $218K
|
26.9K
$2.7M
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.19KNew |
$213K - $218K
|
2.19K
$220K
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.1KNew |
$205K - $209K
|
2.1K
$211K
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.08K+ 38.86% |
$203K - $207K
|
7.44K
$747K
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
2.07KNew |
$201K - $206K
|
2.07K
$207K
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2K+ 53.97% |
$195K - $199K
|
5.71K
$573K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.9K+ 14.67% |
$185K - $189K
|
14.8K
$1.49M
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.89KNew |
$184K - $188K
|
1.89K
$190K
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.89K+ 1.2% |
$184K - $188K
|
158K
$15.9M
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.88K+ 773.66% |
$183K - $187K
|
2.12K
$213K
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1.86KNew |
$181K - $185K
|
1.86K
$186K
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.74K+ 24.9% |
$169K - $173K
|
8.71K
$875K
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
1.72K+ 26.18% |
$168K - $171K
|
8.29K
$832K
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.71K+ 12.7% |
$166K - $170K
|
15.1K
$1.52M
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.63K+ 0.95% |
$159K - $162K
|
173K
$17.4M
|