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 18, 2022
Q3 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-13.7K- 29.44% |
$1.31M - $1.41M
|
32.7K
$3.29M
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-15K- 8.49% |
$1.44M - $1.54M
|
161K
$16.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-15.3K- 13.23% |
$1.47M - $1.58M
|
100K
$10.1M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-15.6K- 60.29% |
$1.5M - $1.6M
|
10.3K
$1.03M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-15.6K- 35.76% |
$1.5M - $1.6M
|
28K
$2.81M
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-16K- 2.64% |
$1.53M - $1.64M
|
589K
$59.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
SELL
|
- |
-16K- 87.25% |
$1.53M - $1.64M
|
2.33K
$235K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-16.2K- 10.52% |
$1.55M - $1.66M
|
138K
$13.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-17K- 26.37% |
$1.63M - $1.75M
|
47.5K
$4.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17K- 86.42% |
$1.63M - $1.75M
|
2.67K
$268K
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-18K- 9.79% |
$1.73M - $1.86M
|
166K
$16.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-18.4K- 84.92% |
$1.77M - $1.89M
|
3.26K
$328K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-18.4K- 50.8% |
$1.77M - $1.9M
|
17.9K
$1.79M
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-18.5K- 1.32% |
$1.78M - $1.9M
|
1.38M
$139M
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-21.3KClosed |
$2.04M - $2.19M
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-22K- 75.75% |
$2.12M - $2.26M
|
7.05K
$708K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-22.7K- 76.14% |
$2.18M - $2.33M
|
7.11K
$715K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-22.8K- 70.17% |
$2.19M - $2.35M
|
9.7K
$975K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-27.5K- 52.72% |
$2.64M - $2.83M
|
24.7K
$2.48M
|
|
|
Oct 11, 2022
Q3 2022
|
Eagle Capital Management, LLC
|
SELL
|
- |
-29.7K- 18.22% |
$2.86M - $3.06M
|
133K
$13.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-31.6K- 5.33% |
$3.04M - $3.25M
|
562K
$56.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-31.9K- 51.92% |
$3.06M - $3.28M
|
29.5K
$2.96M
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
SELL
|
- |
-33.6K- 20.84% |
$3.23M - $3.45M
|
128K
$12.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-34.3K- 38.79% |
$3.3M - $3.53M
|
54.2K
$5.44M
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-38.4K- 12.74% |
$3.69M - $3.95M
|
263K
$26.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-40.8K- 7.44% |
$3.92M - $4.2M
|
508K
$51M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-43.3K- 31.09% |
$4.16M - $4.45M
|
95.9K
$9.63M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-47.8K- 38.45% |
$4.59M - $4.91M
|
76.5K
$7.69M
|
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-50.8K- 20.2% |
$4.88M - $5.22M
|
201K
$20.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-53.9K- 90.24% |
$5.18M - $5.54M
|
5.83K
$585K
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-56.8K- 92.8% |
$5.46M - $5.85M
|
4.41K
$443K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-60.6K- 31.33% |
$5.83M - $6.24M
|
133K
$13.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-63.1K- 49.77% |
$6.06M - $6.49M
|
63.7K
$6.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-68K- 43.76% |
$6.53M - $6.99M
|
87.4K
$8.78M
|
|
|
Oct 17, 2022
Q3 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-76.2K- 5.43% |
$7.32M - $7.84M
|
1.33M
$133M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-77.3K- 96.2% |
$7.43M - $7.95M
|
3.05K
$307K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-84.2K- 4.42% |
$8.1M - $8.67M
|
1.82M
$183M
|
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-84.8K- 88.04% |
$8.15M - $8.72M
|
11.5K
$1.16M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-86.3KClosed |
$8.29M - $8.87M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-101K- 37.88% |
$9.68M - $10.4M
|
165K
$16.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Friedenthal Financial
|
SELL
|
- |
-101K- 76.36% |
$9.72M - $10.4M
|
31.3K
$3.14M
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-105K- 44.63% |
$10.1M - $10.8M
|
131K
$13.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-111K- 95.43% |
$10.6M - $11.4M
|
5.3K
$532K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-116K- 100.0% |
$11.1M - $11.9M
|
1
$100
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-116K- 96.1% |
$11.2M - $12M
|
4.72K
$475K
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-121K- 19.41% |
$11.6M - $12.4M
|
501K
$50.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-125KClosed |
$12M - $12.8M
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-136K- 61.27% |
$13.1M - $14M
|
86.3K
$8.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-138K- 53.61% |
$13.3M - $14.2M
|
119K
$12M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-171K- 64.54% |
$16.4M - $17.6M
|
94K
$9.45M
|