Purchases and Sales Made in Q2 2025 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 2025. 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 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
627KNew |
$63.9M - $64.8M
|
627K
$64.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
345KNew |
$35.2M - $35.7M
|
345K
$35.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
160K+ 334.46% |
$16.3M - $16.6M
|
208K
$21.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
144K+ 2318.16% |
$14.7M - $14.9M
|
150K
$15.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
137K+ 823.58% |
$14M - $14.2M
|
154K
$15.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
120KNew |
$12.3M - $12.5M
|
120K
$12.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
120KNew |
$12.3M - $12.5M
|
120K
$12.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
102KNew |
$10.4M - $10.6M
|
102K
$10.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
93.5K+ 1592.12% |
$9.54M - $9.68M
|
99.4K
$10.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
89.9K+ 9.63% |
$9.17M - $9.31M
|
1.02M
$105M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
50.7K+ 57.76% |
$5.17M - $5.24M
|
138K
$14.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
42.5KNew |
$4.34M - $4.4M
|
42.5K
$4.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
38.3KNew |
$3.91M - $3.97M
|
38.3K
$3.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
37.9KNew |
$3.87M - $3.93M
|
37.9K
$3.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
33.3K+ 1211.13% |
$3.4M - $3.45M
|
36K
$3.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
29K+ 3.74% |
$2.95M - $3M
|
804K
$82.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
28.5KNew |
$2.91M - $2.95M
|
28.5K
$2.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
23.2KNew |
$2.37M - $2.4M
|
23.2K
$2.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
22.9KNew |
$2.34M - $2.37M
|
22.9K
$2.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
20.9K+ 32.11% |
$2.13M - $2.16M
|
85.9K
$8.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
20.9K+ 747.15% |
$2.13M - $2.16M
|
23.6K
$2.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20K+ 8.83% |
$2.04M - $2.07M
|
247K
$25.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
17.9KNew |
$1.83M - $1.86M
|
17.9K
$1.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
17.7KNew |
$1.81M - $1.84M
|
17.7K
$1.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
16.9K+ 56.54% |
$1.72M - $1.74M
|
46.7K
$4.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
16.7K+ 86.36% |
$1.7M - $1.73M
|
36K
$3.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
16.5KNew |
$1.68M - $1.7M
|
16.5K
$1.69M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
16.1K+ 32.86% |
$1.64M - $1.67M
|
65.1K
$6.7M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
15.6KNew |
$1.59M - $1.62M
|
15.6K
$1.61M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.6K+ 18.54% |
$1.49M - $1.51M
|
93.5K
$9.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14.3KNew |
$1.46M - $1.48M
|
14.3K
$1.47M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
14K+ 185.14% |
$1.42M - $1.45M
|
21.5K
$2.21M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
12.5KNew |
$1.27M - $1.29M
|
12.5K
$1.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12.5K+ 247.6% |
$1.27M - $1.29M
|
17.5K
$1.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.4K+ 26.44% |
$1.26M - $1.28M
|
59.2K
$6.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.9KNew |
$1.21M - $1.23M
|
11.9K
$1.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
11.5K+ 7.35% |
$1.17M - $1.19M
|
168K
$17.3M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
11.2K+ 538.32% |
$1.14M - $1.16M
|
13.3K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$1.13M - $1.15M
|
11.1K
$1.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
11KNew |
$1.12M - $1.14M
|
11K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
10.4KNew |
$1.06M - $1.08M
|
10.4K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.1K+ 26.36% |
$1.04M - $1.05M
|
48.6K
$5M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
9.02KNew |
$920K - $933K
|
9.02K
$927K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.75K+ 167.44% |
$893K - $906K
|
14K
$1.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
8.6K+ 18.93% |
$877K - $890K
|
54K
$5.55M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
7.97KNew |
$813K - $825K
|
7.97K
$820K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.86K+ 26.79% |
$802K - $813K
|
37.2K
$3.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
7.59K+ 23.25% |
$774K - $785K
|
40.2K
$4.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
7.44KNew |
$759K - $770K
|
7.44K
$765K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
7.39K+ 22.68% |
$754K - $765K
|
40K
$4.11M
|