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 |
---|---|---|---|---|---|---|---|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
47.7K+ 794616.69% |
$4.58M - $4.9M
|
47.7K
$4.79M
|
|
Oct 26, 2022
Q3 2022
|
Smart Money Group LLC
|
BUY
|
- |
47.2K+ 111.76% |
$4.54M - $4.85M
|
89.4K
$8.99M
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
45.7KNew |
$4.4M - $4.7M
|
45.7K
$4.6M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
45.1K+ 96.48% |
$4.34M - $4.64M
|
91.9K
$9.23M
|
|
Oct 28, 2022
Q3 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
40.6KNew |
$3.9M - $4.18M
|
40.6K
$4.08M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.8K+ 40.73% |
$3.73M - $3.99M
|
134K
$13.5M
|
|
Nov 14, 2022
Q3 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
36.8KNew |
$3.53M - $3.78M
|
36.8K
$3.7M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
36K+ 20.34% |
$3.46M - $3.7M
|
213K
$21.4M
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
35.3K+ 16.51% |
$3.39M - $3.63M
|
249K
$25M
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
35.1KNew |
$3.37M - $3.61M
|
35.1K
$3.53M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
34.1K+ 12.77% |
$3.27M - $3.5M
|
301K
$30.2M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
33.8K+ 8.66% |
$3.25M - $3.48M
|
424K
$42.6M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
32.1K+ 13.32% |
$3.08M - $3.3M
|
273K
$27.4M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
31.8K+ 34.3% |
$3.06M - $3.27M
|
125K
$12.5M
|
|
Oct 05, 2022
Q3 2022
|
Canandaigua National Corp
|
BUY
|
- |
31.5K+ 26.03% |
$3.02M - $3.24M
|
152K
$15.3M
|
|
Nov 14, 2022
Q3 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
31.3KNew |
$3.01M - $3.22M
|
31.3K
$3.14M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
28.9K+ 62.24% |
$2.78M - $2.97M
|
75.3K
$7.56M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
28.4K+ 33.19% |
$2.73M - $2.93M
|
114K
$11.5M
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
27.6KNew |
$2.65M - $2.84M
|
27.6K
$2.77M
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
26.2K+ 207.15% |
$2.52M - $2.69M
|
38.8K
$3.9M
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
25.3KNew |
$2.43M - $2.6M
|
25.3K
$2.54M
|
|
Oct 12, 2022
Q3 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
24.8KNew |
$2.38M - $2.55M
|
24.8K
$2.49M
|
|
Nov 01, 2022
Q3 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
23.9K+ 207.83% |
$2.3M - $2.46M
|
35.4K
$3.56M
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
23.5K+ 33.14% |
$2.26M - $2.42M
|
94.6K
$9.5M
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
22.7K+ 29.09% |
$2.18M - $2.33M
|
101K
$10.1M
|
|
Nov 07, 2022
Q3 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
22.6K+ 6.29% |
$2.17M - $2.32M
|
381K
$38.3M
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
22.5K+ 106.46% |
$2.16M - $2.31M
|
43.6K
$4.38M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
20.9KNew |
$2.01M - $2.15M
|
20.9K
$2.1M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
19.6K+ 12.78% |
$1.89M - $2.02M
|
173K
$17.4M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
19.5K+ 423.83% |
$1.87M - $2.01M
|
24.1K
$2.42M
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
18.9KNew |
$1.82M - $1.95M
|
18.9K
$1.9M
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
BUY
|
- |
18.9K+ 60.62% |
$1.82M - $1.94M
|
50.1K
$5.03M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
18.7K+ 72.3% |
$1.8M - $1.93M
|
44.7K
$4.49M
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
17.8K+ 168.51% |
$1.71M - $1.83M
|
28.3K
$2.84M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
17.3K+ 177.32% |
$1.66M - $1.78M
|
27.1K
$2.72M
|
|
Nov 03, 2022
Q3 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
17K+ 35.51% |
$1.64M - $1.75M
|
65K
$6.53M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
17K+ 68.18% |
$1.63M - $1.75M
|
41.9K
$4.21M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16.3K+ 37.94% |
$1.56M - $1.67M
|
59.1K
$5.94M
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
16K+ 11.82% |
$1.53M - $1.64M
|
151K
$15.2M
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
15.5K+ 15.18% |
$1.49M - $1.59M
|
117K
$11.8M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
15.5KNew |
$1.49M - $1.59M
|
15.5K
$1.55M
|
|
Nov 14, 2022
Q3 2022
|
Amundi
Paris, I0 |
BUY
|
- |
15.4K+ 44.64% |
$1.48M - $1.58M
|
49.9K
$5.01M
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15KNew |
$1.44M - $1.54M
|
15K
$1.5M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.8KNew |
$1.42M - $1.52M
|
14.8K
$1.48M
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
14.2K+ 10.11% |
$1.37M - $1.46M
|
155K
$15.5M
|
|
Nov 10, 2022
Q3 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
13.8K+ 12.61% |
$1.33M - $1.42M
|
124K
$12.4M
|
|
Oct 07, 2022
Q3 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
13.6K+ 14.05% |
$1.31M - $1.4M
|
111K
$11.1M
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
13.5KNew |
$1.3M - $1.39M
|
13.5K
$1.36M
|
|
Oct 11, 2022
Q3 2022
|
New Capital Management LP
|
BUY
|
- |
13.4K+ 6.39% |
$1.29M - $1.38M
|
224K
$22.5M
|
|
Oct 24, 2022
Q3 2022
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
12.3K+ 11.53% |
$1.18M - $1.27M
|
119K
$12M
|