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 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-128- 2.97% |
$12.5K - $12.7K
|
4.19K
$421K
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-130- 1.19% |
$12.7K - $12.9K
|
10.8K
$1.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-134- 40.12% |
$13.1K - $13.3K
|
200
$20.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-135- 5.64% |
$13.2K - $13.4K
|
2.26K
$227K
|
|
|
Jul 24, 2023
Q2 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-150- 3.85% |
$14.6K - $14.9K
|
3.75K
$377K
|
|
|
Jul 25, 2023
Q2 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-170- 4.27% |
$16.6K - $16.9K
|
3.81K
$383K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-172- 1.5% |
$16.8K - $17.1K
|
11.3K
$1.13M
|
|
|
Jul 14, 2023
Q2 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-182- 1.07% |
$17.7K - $18.1K
|
16.8K
$1.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-185- 0.24% |
$18K - $18.4K
|
76.2K
$7.66M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-189- 58.7% |
$18.4K - $18.8K
|
133
$13.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-199- 0.63% |
$19.4K - $19.8K
|
31.4K
$3.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-200- 3.11% |
$19.5K - $19.9K
|
6.23K
$626K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-204- 51.65% |
$19.9K - $20.3K
|
191
$19.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-205- 4.04% |
$20K - $20.4K
|
4.87K
$489K
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-213- 2.78% |
$20.8K - $21.2K
|
7.45K
$748K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-220- 8.2% |
$21.4K - $21.9K
|
2.46K
$247K
|
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
SELL
|
- |
-225- 5.3% |
$21.9K - $22.4K
|
4.02K
$404K
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-250- 10.77% |
$24.4K - $24.9K
|
2.07K
$208K
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-252- 0.78% |
$24.6K - $25.1K
|
31.9K
$3.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-269- 1.38% |
$26.2K - $26.8K
|
19.3K
$1.94M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-274- 22.78% |
$26.7K - $27.3K
|
929
$93.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-281- 1.95% |
$27.4K - $28K
|
14.1K
$1.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-307- 1.64% |
$29.9K - $30.5K
|
18.4K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-324- 5.57% |
$31.6K - $32.2K
|
5.49K
$552K
|
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-330- 3.37% |
$32.2K - $32.8K
|
9.47K
$951K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-335- 0.29% |
$32.6K - $33.3K
|
113K
$11.4M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-340- 7.26% |
$33.1K - $33.8K
|
4.34K
$436K
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
SELL
|
- |
-365- 14.28% |
$35.6K - $36.3K
|
2.19K
$220K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-369- 6.92% |
$36K - $36.7K
|
4.97K
$499K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-370- 0.93% |
$36K - $36.8K
|
39.6K
$3.98M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-374- 13.29% |
$36.4K - $37.2K
|
2.44K
$245K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-398- 3.17% |
$38.8K - $39.6K
|
12.1K
$1.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-401- 3.34% |
$39.1K - $39.9K
|
11.6K
$1.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-407- 13.28% |
$39.7K - $40.5K
|
2.66K
$267K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-422- 10.49% |
$41.1K - $42K
|
3.6K
$362K
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-435- 3.51% |
$42.4K - $43.3K
|
12K
$1.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-478- 5.73% |
$46.6K - $47.6K
|
7.87K
$791K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-485- 40.02% |
$47.3K - $48.3K
|
727
$73K
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-525- 0.15% |
$51.2K - $52.2K
|
344K
$34.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-533- 11.3% |
$51.9K - $53K
|
4.18K
$420K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-549- 80.74% |
$53.5K - $54.6K
|
131
$13.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-560- 16.54% |
$54.6K - $55.7K
|
2.83K
$284K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-597- 16.31% |
$58.2K - $59.4K
|
3.06K
$308K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-600- 2.81% |
$58.5K - $59.7K
|
20.8K
$2.09M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-602- 2.87% |
$58.7K - $59.9K
|
20.4K
$2.05M
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-621- 62.1% |
$60.5K - $61.8K
|
379
$38.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-624- 93.83% |
$60.8K - $62.1K
|
41
$4.12K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-656- 32.27% |
$63.9K - $65.3K
|
1.38K
$138K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-682- 17.01% |
$66.4K - $67.9K
|
3.33K
$334K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-695- 1.47% |
$67.7K - $69.2K
|
46.5K
$4.67M
|