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 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-192- 8.59% |
$18.9K - $19.1K
|
2.04K
$205K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-199- 44.72% |
$19.6K - $19.8K
|
246
$24.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-200- 0.61% |
$19.7K - $19.9K
|
32.4K
$3.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-200- 25.94% |
$19.7K - $19.9K
|
571
$57.4K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-205- 10.76% |
$20.2K - $20.4K
|
1.7K
$171K
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-215- 6.55% |
$21.2K - $21.4K
|
3.07K
$308K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-225- 0.21% |
$22.2K - $22.4K
|
106K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-230- 10.1% |
$22.7K - $22.9K
|
2.05K
$206K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-274- 4.01% |
$27K - $27.3K
|
6.57K
$660K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-278- 2.33% |
$27.4K - $27.7K
|
11.7K
$1.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-285- 1.81% |
$28.1K - $28.4K
|
15.4K
$1.55M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-286- 21.15% |
$28.2K - $28.5K
|
1.07K
$107K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-296- 45.61% |
$29.2K - $29.5K
|
353
$35.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-300- 30.93% |
$29.6K - $29.9K
|
670
$67.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-303- 3.15% |
$29.9K - $30.2K
|
9.33K
$937K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-337- 1.06% |
$33.3K - $33.6K
|
31.5K
$3.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-338- 13.32% |
$33.4K - $33.7K
|
2.2K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-373- 6.43% |
$36.8K - $37.1K
|
5.42K
$545K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-379- 9.24% |
$37.4K - $37.7K
|
3.72K
$374K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-403- 3.33% |
$39.8K - $40.1K
|
11.7K
$1.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-439- 0.12% |
$43.3K - $43.7K
|
357K
$35.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-441- 1.96% |
$43.5K - $43.9K
|
22K
$2.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-513- 99.81% |
$50.6K - $51.1K
|
1
$100
|
|
|
Jul 12, 2024
Q2 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-518- 3.66% |
$51.1K - $51.6K
|
13.6K
$1.37M
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
SELL
|
- |
-529- 0.47% |
$52.2K - $52.7K
|
112K
$11.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-538- 42.6% |
$53.1K - $53.6K
|
725
$72.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-549- 2.24% |
$54.2K - $54.7K
|
24K
$2.41M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-581- 27.46% |
$57.3K - $57.9K
|
1.54K
$154K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-590- 5.14% |
$58.2K - $58.7K
|
10.9K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-614- 0.56% |
$60.6K - $61.1K
|
109K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-618- 5.28% |
$61K - $61.5K
|
11.1K
$1.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-635- 18.04% |
$62.7K - $63.2K
|
2.89K
$290K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-651- 15.32% |
$64.2K - $64.8K
|
3.6K
$362K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-661- 24.36% |
$65.2K - $65.8K
|
2.05K
$206K
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-675- 8.85% |
$66.6K - $67.2K
|
6.95K
$699K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-705- 19.16% |
$69.6K - $70.2K
|
2.97K
$299K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-710- 1.45% |
$70.1K - $70.7K
|
48.3K
$4.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-747- 5.58% |
$73.7K - $74.4K
|
12.7K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-753- 3.46% |
$74.3K - $75K
|
21K
$2.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-755- 1.96% |
$74.5K - $75.2K
|
37.7K
$3.79M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-762- 11.57% |
$75.2K - $75.9K
|
5.82K
$585K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-765- 2.26% |
$75.5K - $76.2K
|
33.1K
$3.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-769- 5.91% |
$75.9K - $76.6K
|
12.2K
$1.23M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-796- 8.64% |
$78.6K - $79.3K
|
8.42K
$846K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-850- 19.39% |
$83.9K - $84.6K
|
3.53K
$355K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-860- 18.63% |
$84.9K - $85.6K
|
3.76K
$377K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-871- 16.55% |
$86K - $86.7K
|
4.39K
$441K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-883- 3.6% |
$87.1K - $87.9K
|
23.6K
$2.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-890- 25.68% |
$87.8K - $88.6K
|
2.58K
$259K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-892- 7.14% |
$88K - $88.8K
|
11.6K
$1.16M
|