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 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
83New |
$8.47K - $8.59K
|
83
$8.53K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
79New |
$8.06K - $8.18K
|
79
$8.12K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
72New |
$7.35K - $7.45K
|
72
$7.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
71+ 2.15% |
$7.24K - $7.35K
|
3.37K
$347K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
69+ 1.67% |
$7.04K - $7.14K
|
4.2K
$432K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
65+ 1.66% |
$6.63K - $6.73K
|
3.98K
$409K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
62New |
$6.33K - $6.42K
|
62
$6.38K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
49+ 0.03% |
$5K - $5.07K
|
160K
$16.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
46+ 1.51% |
$4.69K - $4.76K
|
3.09K
$318K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
46+ 1.61% |
$4.69K - $4.76K
|
2.91K
$299K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
25+ 19.23% |
$2.55K - $2.59K
|
155
$15.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
19New |
$1.94K - $1.97K
|
19
$1.95K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
18+ 8.91% |
$1.84K - $1.86K
|
220
$22.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
16+ 19.75% |
$1.63K - $1.66K
|
97
$9.97K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12+ 48.0% |
$1.22K - $1.24K
|
37
$3.8K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
3+ 300.0% |
$306 - $311
|
4
$411
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1New |
$102 - $104
|
1
$103
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1- 1.01% |
$102 - $104
|
98
$10.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-10- 0.49% |
$1.02K - $1.04K
|
2.02K
$208K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-17- 0.43% |
$1.73K - $1.76K
|
3.98K
$409K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-23- 0.94% |
$2.35K - $2.38K
|
2.43K
$250K
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-37- 0.11% |
$3.77K - $3.83K
|
33.1K
$3.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-70- 2.18% |
$7.14K - $7.25K
|
3.14K
$323K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-81- 1.67% |
$8.26K - $8.38K
|
4.78K
$491K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-87- 3.71% |
$8.88K - $9K
|
2.26K
$232K
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-110- 2.63% |
$11.2K - $11.4K
|
4.07K
$418K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-112- 0.79% |
$11.4K - $11.6K
|
14.1K
$1.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-165- 2.46% |
$16.8K - $17.1K
|
6.55K
$674K
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
SELL
|
- |
-185- 4.21% |
$18.9K - $19.1K
|
4.21K
$433K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-190- 7.0% |
$19.4K - $19.7K
|
2.53K
$260K
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-197- 2.95% |
$20.1K - $20.4K
|
6.47K
$665K
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-240- 0.53% |
$24.5K - $24.8K
|
45.1K
$4.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-263- 10.34% |
$26.8K - $27.2K
|
2.28K
$234K
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
SELL
|
- |
-285- 8.36% |
$29.1K - $29.5K
|
3.12K
$321K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-293- 1.29% |
$29.9K - $30.3K
|
22.3K
$2.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-296- 1.2% |
$30.2K - $30.6K
|
24.3K
$2.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-350- 7.11% |
$35.7K - $36.2K
|
4.57K
$470K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-383- 2.37% |
$39.1K - $39.6K
|
15.8K
$1.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-395- 4.38% |
$40.3K - $40.9K
|
8.62K
$886K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-432- 8.65% |
$44.1K - $44.7K
|
4.56K
$469K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-461- 3.48% |
$47K - $47.7K
|
12.8K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-483- 17.61% |
$49.3K - $50K
|
2.26K
$232K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-500- 3.7% |
$51K - $51.8K
|
13K
$1.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-524- 3.72% |
$53.5K - $54.2K
|
13.6K
$1.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-530- 4.21% |
$54.1K - $54.9K
|
12.1K
$1.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-609- 2.47% |
$62.1K - $63K
|
24K
$2.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-622- 8.1% |
$63.5K - $64.4K
|
7.06K
$725K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-689- 2.3% |
$70.3K - $71.3K
|
29.3K
$3.01M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-788- 1.51% |
$80.4K - $81.6K
|
51.3K
$5.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-841- 3.6% |
$85.8K - $87K
|
22.5K
$2.31M
|