Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.09K- 31.82% |
$297K - $318K
|
6.62K
$666K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.12K- 54.1% |
$299K - $320K
|
2.64K
$266K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.12K- 54.1% |
$299K - $320K
|
2.64K
$266K
|
|
|
Nov 14, 2022
Q3 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-3.15K- 1.98% |
$303K - $324K
|
156K
$15.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-3.19K- 45.82% |
$306K - $328K
|
3.77K
$379K
|
|
|
Oct 19, 2022
Q3 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-3.21K- 13.29% |
$308K - $330K
|
20.9K
$2.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-3.25K- 35.04% |
$312K - $334K
|
6.02K
$605K
|
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-3.4K- 2.22% |
$327K - $350K
|
150K
$15.1M
|
|
|
Oct 07, 2022
Q3 2022
|
Austin Asset Management CO Inc
|
SELL
|
- |
-3.56K- 1.62% |
$342K - $366K
|
217K
$21.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-3.57K- 18.5% |
$343K - $367K
|
15.7K
$1.58M
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-3.69K- 11.63% |
$355K - $380K
|
28.1K
$2.82M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.76K- 62.08% |
$361K - $387K
|
2.3K
$231K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3.79K- 43.01% |
$364K - $389K
|
5.02K
$504K
|
|
|
Oct 26, 2022
Q3 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-3.91K- 5.06% |
$376K - $402K
|
73.4K
$7.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.95K- 0.95% |
$380K - $407K
|
412K
$41.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-3.97K- 6.15% |
$381K - $408K
|
60.5K
$6.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-4.03K- 31.82% |
$388K - $415K
|
8.64K
$868K
|
|
|
Nov 02, 2022
Q3 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-4.19K- 8.6% |
$403K - $431K
|
44.6K
$4.48M
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-4.26K- 9.62% |
$409K - $438K
|
40K
$4.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-4.4K- 2.72% |
$423K - $452K
|
157K
$15.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-4.44K- 4.14% |
$427K - $457K
|
103K
$10.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.49K- 60.94% |
$432K - $462K
|
2.88K
$289K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.5K- 56.86% |
$432K - $462K
|
3.41K
$343K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.51K- 7.23% |
$433K - $463K
|
57.8K
$5.81M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.12K- 62.81% |
$492K - $526K
|
3.03K
$304K
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
SELL
|
- |
-5.14K- 10.47% |
$494K - $529K
|
44K
$4.42M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5.44K- 9.89% |
$523K - $560K
|
49.5K
$4.98M
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-5.59K- 3.59% |
$538K - $575K
|
150K
$15.1M
|
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-6K- 4.36% |
$577K - $617K
|
131K
$13.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-6.01K- 4.51% |
$578K - $618K
|
127K
$12.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-6.09K- 11.09% |
$585K - $626K
|
48.8K
$4.91M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.61K- 11.9% |
$635K - $679K
|
48.9K
$4.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-6.79K- 3.26% |
$652K - $698K
|
202K
$20.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Tanager Wealth Management LLP
|
SELL
|
- |
-6.88K- 4.84% |
$661K - $708K
|
135K
$13.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-7.06K- 6.7% |
$678K - $726K
|
98.3K
$9.87M
|
|
|
Oct 17, 2022
Q3 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-7.12K- 16.0% |
$684K - $732K
|
37.4K
$3.76M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.48K- 9.29% |
$719K - $769K
|
73K
$7.33M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.3K- 8.49% |
$797K - $853K
|
89.4K
$8.99M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.76K- 14.52% |
$842K - $901K
|
51.6K
$5.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-9.54K- 71.42% |
$917K - $981K
|
3.82K
$384K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-10K- 37.98% |
$965K - $1.03M
|
16.4K
$1.65M
|
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-10.7K- 43.78% |
$1.02M - $1.1M
|
13.7K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.2K- 5.37% |
$1.08M - $1.15M
|
198K
$19.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.9K- 37.68% |
$1.14M - $1.22M
|
19.6K
$1.97M
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-11.9K- 60.55% |
$1.14M - $1.22M
|
7.73K
$776K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-12.2K- 26.9% |
$1.17M - $1.25M
|
33.1K
$3.33M
|
|
|
Oct 21, 2022
Q3 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-12.3K- 42.12% |
$1.18M - $1.27M
|
16.9K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-12.5K- 17.66% |
$1.2M - $1.28M
|
58.2K
$5.85M
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-13.2K- 17.33% |
$1.27M - $1.36M
|
63.2K
$6.35M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-13.5K- 49.93% |
$1.3M - $1.39M
|
13.5K
$1.36M
|