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 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
31New |
$3.02K - $3.08K
|
31
$3.11K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
28New |
$2.73K - $2.79K
|
28
$2.81K
|
|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
27+ 1.03% |
$2.63K - $2.69K
|
2.66K
$267K
|
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
20+ 0.84% |
$1.95K - $1.99K
|
2.39K
$240K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
19New |
$1.85K - $1.89K
|
19
$1.91K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
13New |
$1.27K - $1.29K
|
13
$1.31K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13+ 0.27% |
$1.27K - $1.29K
|
4.85K
$487K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
12+ 0.46% |
$1.17K - $1.19K
|
2.63K
$264K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6+ 0.01% |
$585 - $597
|
57.8K
$5.81M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 2.07% |
$487 - $498
|
246
$24.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
5+ 2.98% |
$487 - $498
|
173
$17.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
4+ 1.01% |
$390 - $398
|
400
$40.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4+ 18.18% |
$390 - $398
|
26
$2.61K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3+ 0.86% |
$292 - $299
|
353
$35.5K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.86% |
$292 - $299
|
353
$35.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.88% |
$195 - $199
|
228
$22.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2New |
$195 - $199
|
2
$201
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1New |
$97.4 - $99.5
|
1
$100
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 33.33% |
$97.4 - $99.5
|
4
$402
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1+ 0.01% |
$97.4 - $99.5
|
8.43K
$847K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1- 4.35% |
$97.4 - $99.5
|
22
$2.21K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2- 50.0% |
$195 - $199
|
2
$201
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4- 5.63% |
$390 - $398
|
67
$6.73K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-15- 0.15% |
$1.46K - $1.49K
|
9.71K
$976K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-15- 0.11% |
$1.46K - $1.49K
|
13.7K
$1.37M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-15- 0.11% |
$1.46K - $1.49K
|
13.7K
$1.37M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-16- 0.12% |
$1.56K - $1.59K
|
13K
$1.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-20- 0.93% |
$1.95K - $1.99K
|
2.13K
$214K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-23- 1.0% |
$2.24K - $2.29K
|
2.27K
$228K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-23- 58.97% |
$2.24K - $2.29K
|
16
$1.61K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28- 0.97% |
$2.73K - $2.79K
|
2.86K
$287K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-30- 69.77% |
$2.92K - $2.99K
|
13
$1.31K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-33- 5.05% |
$3.22K - $3.28K
|
620
$62.3K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-38- 51.35% |
$3.7K - $3.78K
|
36
$3.62K
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-38- 0.06% |
$3.7K - $3.78K
|
65.8K
$6.61M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-45- 8.79% |
$4.38K - $4.48K
|
467
$46.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-51- 1.37% |
$4.97K - $5.07K
|
3.67K
$369K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-55- 0.73% |
$5.36K - $5.47K
|
7.53K
$757K
|
|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-57- 0.1% |
$5.55K - $5.67K
|
58.3K
$5.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-60- 0.27% |
$5.85K - $5.97K
|
22K
$2.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-85- 0.47% |
$8.28K - $8.46K
|
18K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-98- 0.2% |
$9.55K - $9.75K
|
49.5K
$4.98M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-99- 2.72% |
$9.65K - $9.85K
|
3.55K
$356K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-99- 4.66% |
$9.65K - $9.85K
|
2.03K
$203K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-104- 19.59% |
$10.1K - $10.3K
|
427
$42.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-116- 2.45% |
$11.3K - $11.5K
|
4.62K
$464K
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-120- 3.25% |
$11.7K - $11.9K
|
3.58K
$359K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-125- 1.58% |
$12.2K - $12.4K
|
7.81K
$785K
|