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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
2.96K+ 8.42% |
$292K - $294K
|
38.1K
$3.82M
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.93K+ 5.01% |
$289K - $291K
|
61.3K
$6.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.92KNew |
$288K - $290K
|
2.92K
$293K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.91KNew |
$287K - $289K
|
2.91K
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.9KNew |
$286K - $289K
|
2.9K
$291K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.85KNew |
$281K - $283K
|
2.85K
$286K
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.81K+ 6.16% |
$277K - $279K
|
48.4K
$4.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2.75KNew |
$271K - $273K
|
2.75K
$276K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.67K+ 4.33% |
$263K - $266K
|
64.2K
$6.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.6K+ 6.81% |
$257K - $259K
|
40.8K
$4.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.56KNew |
$253K - $255K
|
2.56K
$257K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.51K+ 2.48% |
$248K - $250K
|
104K
$10.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
2.42KNew |
$239K - $241K
|
2.42K
$243K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.42K+ 38.61% |
$239K - $241K
|
8.68K
$872K
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.34KNew |
$231K - $233K
|
2.34K
$235K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.26KNew |
$223K - $225K
|
2.26K
$227K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.23K+ 1.84% |
$220K - $222K
|
124K
$12.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
2.15K+ 1.04% |
$212K - $214K
|
210K
$21.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.14K+ 1.52% |
$211K - $213K
|
143K
$14.4M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.13K+ 3.86% |
$210K - $212K
|
57.2K
$5.75M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.1KNew |
$207K - $209K
|
2.1K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.07KNew |
$204K - $206K
|
2.07K
$208K
|
|
|
Jul 09, 2024
Q2 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
2.07K+ 6.78% |
$204K - $206K
|
32.5K
$3.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
2.06K+ 19.08% |
$203K - $205K
|
12.9K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.05K+ 30.04% |
$203K - $204K
|
8.88K
$893K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.04K+ 18.36% |
$201K - $203K
|
13.1K
$1.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.03K+ 15.32% |
$200K - $202K
|
15.3K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.85K+ 7.59% |
$182K - $184K
|
26.2K
$2.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
BUY
|
- |
1.73K+ 11.93% |
$171K - $173K
|
16.3K
$1.63M
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
BUY
|
- |
1.69K+ 5.43% |
$167K - $168K
|
32.8K
$3.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.67K+ 31.25% |
$165K - $166K
|
7.01K
$705K
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.64K+ 1.91% |
$162K - $163K
|
87.5K
$8.79M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.59KNew |
$156K - $158K
|
1.59K
$159K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.56K+ 5.52% |
$154K - $155K
|
29.8K
$3M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
1.55KNew |
$153K - $154K
|
1.55K
$155K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.53K+ 5.85% |
$151K - $153K
|
27.7K
$2.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.53KNew |
$151K - $153K
|
1.53K
$154K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.4K+ 49.47% |
$138K - $139K
|
4.23K
$425K
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.34K+ 7.31% |
$132K - $133K
|
19.6K
$1.97M
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.27K+ 9.66% |
$125K - $126K
|
14.4K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.23K+ 13.99% |
$122K - $123K
|
10K
$1.01M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.17K+ 55.27% |
$116K - $117K
|
3.3K
$331K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.14K+ 5.45% |
$113K - $114K
|
22K
$2.21M
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.11K+ 13.6% |
$110K - $111K
|
9.29K
$934K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.08K+ 5.17% |
$106K - $107K
|
22K
$2.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.07K+ 10.44% |
$105K - $106K
|
11.3K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.04K+ 5.0% |
$102K - $103K
|
21.8K
$2.19M
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.03K+ 6.9% |
$101K - $102K
|
15.9K
$1.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.01K+ 3.67% |
$99.9K - $101K
|
28.6K
$2.87M
|
|
|
Jul 16, 2024
Q2 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
996+ 2.26% |
$98.3K - $99.2K
|
45.1K
$4.53M
|