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 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
7+ 0.72% |
$691 - $697
|
979
$98.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
7+ 8.75% |
$691 - $697
|
87
$8.74K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6+ 0.2% |
$592 - $597
|
2.94K
$295K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4New |
$395 - $398
|
4
$402
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
4New |
$395 - $398
|
4
$402
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 1.71% |
$197 - $199
|
119
$12K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.05% |
$98.7 - $99.6
|
2.1K
$211K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2- 0.3% |
$197 - $199
|
671
$67.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-4- 0.02% |
$395 - $398
|
17.7K
$1.78M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-4- 0.11% |
$395 - $398
|
3.8K
$382K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4- 12.5% |
$395 - $398
|
28
$2.81K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-6- 0.02% |
$592 - $597
|
25.7K
$2.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.89% |
$987 - $996
|
1.12K
$112K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-13- 1.36% |
$1.28K - $1.29K
|
941
$94.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-13- 5.18% |
$1.28K - $1.29K
|
238
$23.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-15- 0.85% |
$1.48K - $1.49K
|
1.74K
$175K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-18- 41.86% |
$1.78K - $1.79K
|
25
$2.51K
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-22- 0.81% |
$2.17K - $2.19K
|
2.71K
$272K
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-22- 0.32% |
$2.17K - $2.19K
|
6.84K
$687K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-22- 84.62% |
$2.17K - $2.19K
|
4
$402
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-28- 0.35% |
$2.76K - $2.79K
|
7.94K
$797K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-29- 3.09% |
$2.86K - $2.89K
|
910
$91.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-31- 6.18% |
$3.06K - $3.09K
|
471
$47.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-37- 0.45% |
$3.65K - $3.68K
|
8.14K
$818K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-38- 7.04% |
$3.75K - $3.78K
|
502
$50.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-42- 0.79% |
$4.14K - $4.18K
|
5.29K
$531K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-44- 0.89% |
$4.34K - $4.38K
|
4.88K
$490K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-45- 18.83% |
$4.44K - $4.48K
|
194
$19.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-47- 6.8% |
$4.64K - $4.68K
|
644
$64.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-50- 0.85% |
$4.93K - $4.98K
|
5.83K
$586K
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-50- 1.01% |
$4.93K - $4.98K
|
4.89K
$492K
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-66Closed |
$6.51K - $6.57K
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-76- 31.8% |
$7.5K - $7.57K
|
163
$16.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-87- 0.08% |
$8.59K - $8.66K
|
109K
$11M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-99- 1.38% |
$9.77K - $9.86K
|
7.05K
$709K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-100- 3.32% |
$9.87K - $9.96K
|
2.91K
$292K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-100- 1.37% |
$9.87K - $9.96K
|
7.22K
$726K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-111- 0.85% |
$11K - $11.1K
|
13K
$1.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-121- 18.97% |
$11.9K - $12K
|
517
$51.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-125- 0.37% |
$12.3K - $12.4K
|
33.2K
$3.34M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-125- 0.81% |
$12.3K - $12.4K
|
15.3K
$1.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-126- 0.78% |
$12.4K - $12.5K
|
16.1K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-127- 39.69% |
$12.5K - $12.6K
|
193
$19.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-137- 3.55% |
$13.5K - $13.6K
|
3.72K
$374K
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-160- 0.64% |
$15.8K - $15.9K
|
24.7K
$2.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-161- 2.8% |
$15.9K - $16K
|
5.59K
$561K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-168- 6.48% |
$16.6K - $16.7K
|
2.42K
$243K
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-175- 2.19% |
$17.3K - $17.4K
|
7.81K
$785K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-179- 1.39% |
$17.7K - $17.8K
|
12.7K
$1.28M
|