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 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
150+ 3.66% |
$14.8K - $14.9K
|
4.25K
$427K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
148+ 2.17% |
$14.6K - $14.7K
|
6.98K
$701K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
141+ 2.62% |
$13.9K - $14K
|
5.53K
$555K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
137+ 4.68% |
$13.5K - $13.6K
|
3.06K
$308K
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
137+ 0.89% |
$13.5K - $13.6K
|
15.6K
$1.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
124+ 1.82% |
$12.2K - $12.3K
|
6.95K
$698K
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
121+ 1.9% |
$11.9K - $12K
|
6.51K
$654K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
116+ 4.05% |
$11.4K - $11.6K
|
2.98K
$299K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
113New |
$11.2K - $11.3K
|
113
$11.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
104+ 0.74% |
$10.3K - $10.4K
|
14.1K
$1.41M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
100New |
$9.87K - $9.96K
|
100
$10K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100+ 27.03% |
$9.87K - $9.96K
|
470
$47.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
90+ 2.06% |
$8.88K - $8.96K
|
4.46K
$448K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
89+ 0.65% |
$8.78K - $8.86K
|
13.9K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
84+ 0.93% |
$8.29K - $8.36K
|
9.13K
$917K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
78+ 1.38% |
$7.7K - $7.77K
|
5.74K
$577K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
76+ 0.62% |
$7.5K - $7.57K
|
12.4K
$1.25M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
76+ 2.72% |
$7.5K - $7.57K
|
2.87K
$288K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
68+ 0.42% |
$6.71K - $6.77K
|
16.3K
$1.63M
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
66New |
$6.51K - $6.57K
|
66
$6.63K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
66+ 1.35% |
$6.51K - $6.57K
|
4.96K
$498K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
60+ 0.15% |
$5.92K - $5.97K
|
39K
$3.92M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
52+ 52.0% |
$5.13K - $5.18K
|
152
$15.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
51+ 4.3% |
$5.03K - $5.08K
|
1.24K
$124K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
40+ 0.29% |
$3.95K - $3.98K
|
13.8K
$1.39M
|
|
|
Jul 17, 2024
Q2 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
40+ 1.01% |
$3.95K - $3.98K
|
4K
$402K
|
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
38+ 1.4% |
$3.75K - $3.78K
|
2.74K
$276K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
34+ 0.36% |
$3.36K - $3.39K
|
9.42K
$947K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
32+ 1.46% |
$3.16K - $3.19K
|
2.22K
$223K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
32+ 16.16% |
$3.16K - $3.19K
|
230
$23.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
31+ 1.46% |
$3.06K - $3.09K
|
2.16K
$217K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
30+ 0.41% |
$2.96K - $2.99K
|
7.4K
$744K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
30+ 0.21% |
$2.96K - $2.99K
|
14.7K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
29New |
$2.86K - $2.89K
|
29
$2.91K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
25+ 0.9% |
$2.47K - $2.49K
|
2.79K
$280K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
25+ 0.41% |
$2.47K - $2.49K
|
6.13K
$615K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25+ 8.77% |
$2.47K - $2.49K
|
310
$31.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
24+ 0.03% |
$2.37K - $2.39K
|
72.7K
$7.3M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
23+ 3.43% |
$2.27K - $2.29K
|
694
$69.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
23New |
$2.27K - $2.29K
|
23
$2.31K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14+ 0.2% |
$1.38K - $1.39K
|
7.12K
$715K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
13+ 0.11% |
$1.28K - $1.29K
|
11.5K
$1.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11+ 0.36% |
$1.09K - $1.1K
|
3.07K
$309K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
10+ 9.8% |
$987 - $996
|
112
$11.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
9+ 0.42% |
$888 - $896
|
2.13K
$214K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9+ 0.2% |
$888 - $896
|
4.59K
$461K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9+ 0.16% |
$888 - $896
|
5.58K
$560K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
9+ 1.34% |
$888 - $896
|
683
$68.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
8+ 18.6% |
$790 - $797
|
51
$5.12K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8New |
$790 - $797
|
8
$804
|