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 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-713- 2.37% |
$69.5K - $70.9K
|
29.3K
$2.95M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-715- 12.06% |
$69.7K - $71.1K
|
5.22K
$524K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-722- 4.98% |
$70.3K - $71.8K
|
13.8K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-755- 7.94% |
$73.6K - $75.1K
|
8.76K
$880K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-766- 14.19% |
$74.6K - $76.2K
|
4.63K
$466K
|
|
|
Aug 02, 2023
Q2 2023
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-779- 0.72% |
$75.9K - $77.5K
|
107K
$10.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-801- 26.98% |
$78K - $79.7K
|
2.17K
$218K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-815- 8.83% |
$79.4K - $81.1K
|
8.42K
$846K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-835- 8.84% |
$81.4K - $83.1K
|
8.61K
$865K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-854- 11.58% |
$83.2K - $85K
|
6.52K
$655K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-875- 4.08% |
$85.3K - $87.1K
|
20.6K
$2.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-876- 0.25% |
$85.3K - $87.2K
|
347K
$34.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-884- 14.01% |
$86.1K - $88K
|
5.43K
$545K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-899- 12.31% |
$87.6K - $89.5K
|
6.4K
$643K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-918- 0.97% |
$89.4K - $91.3K
|
93.5K
$9.39M
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-921- 24.41% |
$89.7K - $91.6K
|
2.85K
$287K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-961- 35.5% |
$93.6K - $95.6K
|
1.75K
$175K
|
|
|
Jul 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-969- 5.06% |
$94.4K - $96.4K
|
18.2K
$1.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.05K- 33.68% |
$102K - $104K
|
2.06K
$207K
|
|
|
Jul 28, 2023
Q2 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-1.05K- 9.95% |
$102K - $104K
|
9.46K
$951K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.05K- 6.62% |
$102K - $104K
|
14.7K
$1.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.08K- 30.39% |
$105K - $107K
|
2.47K
$248K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.08K- 9.89% |
$105K - $107K
|
9.84K
$988K
|
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
SELL
|
- |
-1.1K- 3.23% |
$107K - $109K
|
33K
$3.32M
|
|
|
Jul 18, 2023
Q2 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.1K- 3.2% |
$108K - $110K
|
33.4K
$3.36M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.11K- 12.19% |
$108K - $110K
|
7.98K
$802K
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.12K- 0.76% |
$109K - $111K
|
146K
$14.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.14K- 2.25% |
$111K - $113K
|
49.5K
$4.97M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-1.15K- 1.02% |
$112K - $115K
|
112K
$11.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.18K- 2.02% |
$114K - $117K
|
57.1K
$5.73M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.19K- 6.54% |
$116K - $118K
|
17K
$1.71M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.2K- 49.92% |
$117K - $119K
|
1.2K
$121K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.22K- 18.3% |
$118K - $121K
|
5.42K
$545K
|
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.22K- 3.24% |
$119K - $121K
|
36.4K
$3.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.24K- 13.02% |
$121K - $123K
|
8.26K
$830K
|
|
|
Aug 07, 2023
Q2 2023
|
Lane Generational LLC
|
SELL
|
- |
-1.26K- 15.82% |
$123K - $126K
|
6.71K
$675K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.31K- 11.58% |
$128K - $130K
|
10K
$1.01M
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1.35K- 20.42% |
$132K - $135K
|
5.27K
$530K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.38K- 3.68% |
$134K - $137K
|
36K
$3.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.4K- 6.05% |
$136K - $139K
|
21.8K
$2.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.44K- 23.06% |
$141K - $144K
|
4.82K
$484K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.45K- 16.91% |
$141K - $144K
|
7.12K
$716K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-1.48K- 1.5% |
$144K - $148K
|
97.1K
$9.76M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.53K- 9.32% |
$149K - $152K
|
14.9K
$1.5M
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-1.57K- 1.48% |
$153K - $156K
|
104K
$10.5M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.58K- 10.44% |
$154K - $157K
|
13.6K
$1.36M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-1.58K- 12.87% |
$154K - $158K
|
10.7K
$1.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.67K- 18.9% |
$162K - $166K
|
7.15K
$719K
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.69K- 9.98% |
$164K - $168K
|
15.2K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.72K- 24.86% |
$168K - $171K
|
5.21K
$523K
|