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 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.75K- 16.04% |
$171K - $174K
|
9.17K
$921K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.76K- 5.66% |
$172K - $176K
|
29.4K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.81K- 35.97% |
$176K - $180K
|
3.22K
$323K
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.83K- 4.73% |
$178K - $182K
|
36.8K
$3.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.92K- 19.78% |
$187K - $191K
|
7.8K
$783K
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.98K- 16.31% |
$193K - $197K
|
10.2K
$1.02M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.05K- 2.92% |
$200K - $204K
|
68.1K
$6.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2.06K- 13.74% |
$201K - $205K
|
12.9K
$1.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2.06K- 18.88% |
$201K - $205K
|
8.86K
$891K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.11K- 19.82% |
$206K - $210K
|
8.55K
$859K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.12K- 2.14% |
$206K - $211K
|
97K
$9.75M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.13K- 7.21% |
$208K - $212K
|
27.4K
$2.75M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.13K- 17.5% |
$208K - $212K
|
10.1K
$1.01M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.14K- 6.99% |
$208K - $213K
|
28.5K
$2.86M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.15K- 27.86% |
$210K - $214K
|
5.58K
$560K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.36K- 47.45% |
$230K - $235K
|
2.62K
$263K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.55K- 29.63% |
$249K - $254K
|
6.06K
$609K
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.93K- 2.95% |
$285K - $291K
|
96.2K
$9.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-2.94K- 1.25% |
$287K - $293K
|
233K
$23.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.98K- 42.96% |
$291K - $297K
|
3.96K
$398K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.01K- 26.63% |
$293K - $300K
|
8.3K
$834K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-3.03K- 10.46% |
$296K - $302K
|
26K
$2.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.04K- 27.8% |
$296K - $302K
|
7.89K
$793K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-3.17K- 9.16% |
$309K - $316K
|
31.5K
$3.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.23K- 13.79% |
$315K - $321K
|
20.2K
$2.03M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3.32K- 28.71% |
$323K - $330K
|
8.24K
$828K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-3.41K- 30.88% |
$332K - $339K
|
7.63K
$767K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.46K- 4.87% |
$337K - $344K
|
67.6K
$6.79M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-3.46K- 21.04% |
$337K - $344K
|
13K
$1.31M
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-3.48K- 36.06% |
$339K - $346K
|
6.16K
$619K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3.61K- 47.42% |
$351K - $359K
|
4K
$402K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.67K- 39.3% |
$357K - $365K
|
5.66K
$569K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.83K- 7.3% |
$373K - $381K
|
48.6K
$4.88M
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-3.96K- 3.5% |
$385K - $394K
|
109K
$11M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4K- 24.19% |
$390K - $398K
|
12.5K
$1.26M
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-4K- 12.52% |
$390K - $398K
|
27.9K
$2.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-4.19K- 27.13% |
$408K - $417K
|
11.3K
$1.13M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-4.2K- 16.8% |
$409K - $418K
|
20.8K
$2.09M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.24K- 9.37% |
$413K - $422K
|
41K
$4.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.63K- 29.49% |
$451K - $461K
|
11.1K
$1.11M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-4.84K- 13.24% |
$472K - $482K
|
31.7K
$3.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-4.86K- 16.68% |
$473K - $483K
|
24.3K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.12K- 4.43% |
$499K - $509K
|
110K
$11.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-5.22K- 2.23% |
$509K - $519K
|
228K
$22.9M
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-5.32K- 37.61% |
$518K - $529K
|
8.82K
$886K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.36K- 68.08% |
$522K - $533K
|
2.51K
$252K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-5.8K- 50.73% |
$565K - $577K
|
5.63K
$566K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-6.01K- 14.96% |
$585K - $598K
|
34.2K
$3.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.07K- 10.55% |
$591K - $603K
|
51.4K
$5.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.14K- 5.45% |
$598K - $611K
|
107K
$10.7M
|