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 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.61K+ 2.38% |
$157K - $160K
|
69.1K
$6.94M
|
|
|
Aug 03, 2023
Q2 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.59K+ 0.92% |
$155K - $158K
|
174K
$17.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.47K+ 0.47% |
$143K - $146K
|
311K
$31.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.45K+ 6.68% |
$141K - $144K
|
23.1K
$2.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.39K+ 43.38% |
$135K - $138K
|
4.58K
$460K
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.36K+ 13.96% |
$133K - $136K
|
11.1K
$1.12M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.35K+ 0.9% |
$131K - $134K
|
151K
$15.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
1.28K+ 4.09% |
$125K - $127K
|
32.6K
$3.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.23K+ 0.51% |
$119K - $122K
|
240K
$24.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Mercer Investments LLC
|
BUY
|
- |
1.22KNew |
$119K - $121K
|
1.22K
$123K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.2K+ 7.02% |
$117K - $119K
|
18.3K
$1.83M
|
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
1.15K+ 26.44% |
$112K - $114K
|
5.5K
$552K
|
|
|
Aug 03, 2023
Q2 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.15K+ 1.71% |
$112K - $114K
|
68.1K
$6.84M
|
|
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.13K+ 9.07% |
$110K - $112K
|
13.5K
$1.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.11K+ 3.08% |
$108K - $111K
|
37.2K
$3.73M
|
|
|
Jul 17, 2023
Q2 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.11K+ 12.49% |
$108K - $110K
|
9.99K
$1M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.01K+ 9.45% |
$98.7K - $101K
|
11.7K
$1.18M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1K+ 4.71% |
$97.4K - $99.5K
|
22.3K
$2.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1K+ 5.12% |
$97.4K - $99.5K
|
20.5K
$2.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
992+ 15.83% |
$96.7K - $98.7K
|
7.26K
$728K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
954+ 6.97% |
$92.9K - $94.9K
|
14.6K
$1.47M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
896+ 1.9% |
$87.3K - $89.2K
|
48.2K
$4.84M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
890+ 22.84% |
$86.7K - $88.6K
|
4.79K
$480K
|
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
848+ 1.74% |
$82.6K - $84.4K
|
49.7K
$4.99M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
843+ 108.77% |
$82.1K - $83.9K
|
1.62K
$162K
|
|
|
Aug 14, 2023
Q2 2023
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
815+ 0.4% |
$79.4K - $81.1K
|
203K
$20.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
745+ 2.47% |
$72.6K - $74.1K
|
30.9K
$3.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
740+ 43.79% |
$72.1K - $73.6K
|
2.43K
$244K
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
723+ 30.98% |
$70.4K - $71.9K
|
3.06K
$307K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
696+ 10.02% |
$67.8K - $69.3K
|
7.64K
$767K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
606+ 5.31% |
$59K - $60.3K
|
12K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
597+ 9.37% |
$58.2K - $59.4K
|
6.97K
$700K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
595+ 113.98% |
$58K - $59.2K
|
1.12K
$112K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
595+ 113.98% |
$58K - $59.2K
|
1.12K
$112K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
572+ 1.56% |
$55.7K - $56.9K
|
37.1K
$3.73M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
562+ 13.37% |
$54.8K - $55.9K
|
4.76K
$478K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
545+ 109.0% |
$53.1K - $54.2K
|
1.05K
$105K
|
|
|
Jul 12, 2023
Q2 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
524+ 7.48% |
$51.1K - $52.1K
|
7.53K
$755K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
521+ 2.82% |
$50.8K - $51.8K
|
19K
$1.91M
|
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
519+ 4.65% |
$50.6K - $51.6K
|
11.7K
$1.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
512+ 20.25% |
$49.9K - $50.9K
|
3.04K
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
507+ 10.03% |
$49.4K - $50.4K
|
5.56K
$558K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
502+ 8366.67% |
$48.9K - $49.9K
|
508
$51K
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
460+ 5.52% |
$44.8K - $45.8K
|
8.79K
$883K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
430+ 1048.78% |
$41.9K - $42.8K
|
471
$47.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
420+ 2.95% |
$40.9K - $41.8K
|
14.7K
$1.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
418+ 6.72% |
$40.7K - $41.6K
|
6.64K
$666K
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
BUY
|
- |
400+ 5.48% |
$39K - $39.8K
|
7.7K
$773K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
374New |
$36.4K - $37.2K
|
374
$37.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
370New |
$36K - $36.8K
|
370
$37.1K
|