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 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.66K+ 38.53% |
$953K - $961K
|
34.7K
$3.49M
|
|
|
Jul 18, 2024
Q2 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
9.56K+ 5.04% |
$943K - $952K
|
199K
$20M
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
9.45K+ 64.91% |
$933K - $941K
|
24K
$2.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
9.43KNew |
$931K - $939K
|
9.43K
$948K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
9.39K+ 5.77% |
$926K - $935K
|
172K
$17.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.34KNew |
$922K - $930K
|
9.34K
$939K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
9.22K+ 14.47% |
$910K - $918K
|
73K
$7.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
BUY
|
- |
9.22K+ 6.52% |
$910K - $918K
|
151K
$15.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
9K+ 80.04% |
$888K - $896K
|
20.2K
$2.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
8.6K+ 5.51% |
$849K - $856K
|
165K
$16.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
8.54K+ 56.36% |
$843K - $850K
|
23.7K
$2.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
8.25K+ 2.26% |
$814K - $822K
|
373K
$37.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8.13K+ 14780.0% |
$802K - $809K
|
8.18K
$822K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
7.82KNew |
$771K - $778K
|
7.82K
$785K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
7.71KNew |
$761K - $768K
|
7.71K
$775K
|
|
|
Jul 26, 2024
Q2 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
7.62K+ 7.71% |
$752K - $759K
|
106K
$10.7M
|
|
|
Aug 21, 2024
Q2 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
7.57KNew |
$747K - $753K
|
7.57K
$760K
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
7.41K+ 2.85% |
$731K - $738K
|
267K
$26.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.12KNew |
$703K - $709K
|
7.12K
$716K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.27K+ 17.26% |
$619K - $625K
|
42.6K
$4.28M
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
BUY
|
- |
6.21K+ 3.65% |
$612K - $618K
|
176K
$17.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.04K+ 3.88% |
$596K - $601K
|
162K
$16.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5.86K+ 64.92% |
$579K - $584K
|
14.9K
$1.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.59K+ 25.1% |
$552K - $557K
|
27.9K
$2.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
5.55K+ 4.87% |
$548K - $553K
|
120K
$12M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.5K+ 12.24% |
$542K - $547K
|
50.4K
$5.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
5.41K+ 2.6% |
$534K - $538K
|
214K
$21.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
5.38K+ 12.33% |
$531K - $535K
|
49K
$4.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.28K+ 163.59% |
$521K - $526K
|
8.51K
$855K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.11KNew |
$504K - $509K
|
5.11K
$513K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.88KNew |
$482K - $486K
|
4.88K
$490K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.73K+ 4.1% |
$466K - $470K
|
120K
$12.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.7KNew |
$464K - $468K
|
4.7K
$472K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.43K+ 25.82% |
$437K - $441K
|
21.6K
$2.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.42K+ 4.37% |
$437K - $440K
|
106K
$10.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.34KNew |
$428K - $432K
|
4.34K
$436K
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
4.19KNew |
$414K - $417K
|
4.19K
$421K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
3.97K+ 5.5% |
$392K - $395K
|
76.1K
$7.65M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
3.92KNew |
$387K - $390K
|
3.92K
$394K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.82KNew |
$377K - $380K
|
3.82K
$383K
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.61K+ 4.43% |
$356K - $359K
|
85K
$8.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.56KNew |
$351K - $354K
|
3.56K
$357K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
3.44KNew |
$340K - $343K
|
3.44K
$346K
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
3.37K+ 2.02% |
$332K - $335K
|
170K
$17.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.28K+ 17.97% |
$324K - $327K
|
21.5K
$2.16M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
3.17K+ 21.46% |
$313K - $315K
|
17.9K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
3.13KNew |
$309K - $312K
|
3.13K
$315K
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
3.12KNew |
$308K - $311K
|
3.12K
$313K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.05K+ 1.01% |
$301K - $304K
|
307K
$30.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.99K+ 2.39% |
$295K - $297K
|
128K
$12.9M
|