Purchases and Sales Made in Q2 2024 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 2024. 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 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
396K+ 78.38% |
$39.1M - $39.4M
|
901K
$90.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
260K+ 8.35% |
$25.6M - $25.9M
|
3.37M
$339M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
217K+ 415.8% |
$21.4M - $21.6M
|
269K
$27M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
180K+ 305.44% |
$17.7M - $17.9M
|
239K
$24M
|
|
|
Aug 14, 2024
Q2 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
133KNew |
$13.1M - $13.2M
|
133K
$13.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
124K+ 123.29% |
$12.2M - $12.3M
|
224K
$22.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
109K+ 6.83% |
$10.8M - $10.9M
|
1.71M
$172M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
99.4K+ 41.23% |
$9.81M - $9.9M
|
341K
$34.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
88.5K+ 58.7% |
$8.73M - $8.81M
|
239K
$24M
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
87.5KNew |
$8.63M - $8.71M
|
87.5K
$8.79M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
84.4KNew |
$8.33M - $8.4M
|
84.4K
$8.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
83.6K+ 160.0% |
$8.25M - $8.32M
|
136K
$13.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
BUY
|
- |
80.1K+ 78.55% |
$7.9M - $7.97M
|
182K
$18.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
73.8K+ 19.58% |
$7.28M - $7.34M
|
450K
$45.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
66.8K+ 26.39% |
$6.6M - $6.65M
|
320K
$32.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
57.7K+ 39.51% |
$5.7M - $5.75M
|
204K
$20.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
57.1K+ 8.58% |
$5.63M - $5.69M
|
723K
$72.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.6KNew |
$5.19M - $5.24M
|
52.6K
$5.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
52.5K+ 3.81% |
$5.18M - $5.22M
|
1.43M
$144M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
47.1K+ 6.2% |
$4.65M - $4.69M
|
807K
$81.1M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
45K+ 6.28% |
$4.44M - $4.48M
|
761K
$76.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
42.3K+ 490.88% |
$4.18M - $4.21M
|
50.9K
$5.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
39.1KNew |
$3.86M - $3.9M
|
39.1K
$3.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
37.3K+ 2.11% |
$3.68M - $3.72M
|
1.81M
$181M
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
36KNew |
$3.55M - $3.58M
|
36K
$3.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
32.8K+ 253.61% |
$3.24M - $3.27M
|
45.8K
$4.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
30.3KNew |
$2.99M - $3.02M
|
30.3K
$3.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
28.8K+ 572.49% |
$2.84M - $2.86M
|
33.8K
$3.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
28.1K+ 308.76% |
$2.77M - $2.79M
|
37.1K
$3.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
23.7K+ 5.98% |
$2.34M - $2.36M
|
420K
$42.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.7K+ 29.46% |
$2.24M - $2.26M
|
99.8K
$10M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.3K+ 15.97% |
$2.1M - $2.12M
|
154K
$15.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
21.2K+ 10.01% |
$2.09M - $2.11M
|
233K
$23.4M
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
19.8KNew |
$1.96M - $1.98M
|
19.8K
$1.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
19.5KNew |
$1.92M - $1.94M
|
19.5K
$1.96M
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
19.3K+ 8.59% |
$1.9M - $1.92M
|
244K
$24.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
16.9K+ 13.11% |
$1.67M - $1.68M
|
146K
$14.6M
|
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
14.8K+ 3.06% |
$1.46M - $1.47M
|
498K
$50M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
13.7K+ 4.37% |
$1.35M - $1.36M
|
327K
$32.8M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.5K+ 6.83% |
$1.33M - $1.34M
|
211K
$21.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
13K+ 6.45% |
$1.29M - $1.3M
|
215K
$21.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.9K+ 2.83% |
$1.27M - $1.28M
|
469K
$47.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
12.5K+ 1.85% |
$1.23M - $1.24M
|
688K
$69.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.4K+ 32.41% |
$1.22M - $1.24M
|
50.7K
$5.1M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12K+ 21.41% |
$1.19M - $1.2M
|
68.3K
$6.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
11.9K+ 55.48% |
$1.17M - $1.18M
|
33.2K
$3.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.7K+ 27.77% |
$1.06M - $1.07M
|
49.3K
$4.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
10.4K+ 4.55% |
$1.02M - $1.03M
|
238K
$23.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
10.1K+ 31.9% |
$1M - $1.01M
|
41.9K
$4.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
9.77K+ 5.78% |
$964K - $973K
|
179K
$18M
|