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 12, 2022
Q3 2022
|
Parkside Advisors LLC
|
BUY
|
- |
12.1K+ 10.91% |
$1.16M - $1.24M
|
123K
$12.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12K+ 17.49% |
$1.16M - $1.24M
|
80.9K
$8.13M
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
12KNew |
$1.15M - $1.23M
|
12K
$1.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
11.9KNew |
$1.15M - $1.23M
|
11.9K
$1.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
11.8K+ 5.82% |
$1.13M - $1.21M
|
214K
$21.5M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11.7KNew |
$1.12M - $1.2M
|
11.7K
$1.17M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.1KNew |
$1.06M - $1.14M
|
11.1K
$1.11M
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
10.9K+ 141.6% |
$1.05M - $1.12M
|
18.6K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
10.9K+ 139.34% |
$1.05M - $1.12M
|
18.7K
$1.88M
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
10.8KNew |
$1.04M - $1.11M
|
10.8K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
10.6KNew |
$1.02M - $1.09M
|
10.6K
$1.07M
|
|
|
Oct 27, 2022
Q3 2022
|
Verity Wealth Advisors
|
BUY
|
- |
10.6K+ 275.43% |
$1.02M - $1.09M
|
14.5K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
10.5K+ 88.18% |
$1.01M - $1.08M
|
22.5K
$2.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.5K+ 305.75% |
$1.01M - $1.08M
|
14K
$1.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.4K+ 11.44% |
$995K - $1.06M
|
101K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
10.1KNew |
$967K - $1.03M
|
10.1K
$1.01M
|
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
9.99KNew |
$960K - $1.03M
|
9.99K
$1M
|
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.84K+ 10.16% |
$946K - $1.01M
|
107K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
9.3KNew |
$893K - $956K
|
9.3K
$934K
|
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.18K+ 41.23% |
$882K - $944K
|
31.4K
$3.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.03K+ 5.85% |
$868K - $929K
|
164K
$16.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
8.92KNew |
$857K - $917K
|
8.92K
$896K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8.9KNew |
$855K - $915K
|
8.9K
$894K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.85K+ 4.58% |
$851K - $911K
|
202K
$20.3M
|
|
|
Oct 11, 2022
Q3 2022
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
8.81K+ 3.39% |
$847K - $907K
|
269K
$27M
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
8.62K+ 2.2% |
$828K - $886K
|
400K
$40.2M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.6KNew |
$826K - $884K
|
8.6K
$864K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.54K+ 233.32% |
$820K - $878K
|
12.2K
$1.23M
|
|
|
Nov 22, 2022
Q3 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
8.38K+ 12.56% |
$805K - $862K
|
75.1K
$7.55M
|
|
|
Nov 09, 2022
Q3 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
8.37KNew |
$805K - $861K
|
8.37K
$841K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.23KNew |
$791K - $847K
|
8.23K
$827K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
BUY
|
- |
8.22KNew |
$790K - $846K
|
8.22K
$826K
|
|
|
Oct 24, 2022
Q3 2022
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
7.89K+ 4.59% |
$758K - $812K
|
180K
$18.1M
|
|
|
Nov 16, 2023
Q3 2022
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
7.62KNew |
$732K - $784K
|
7.62K
$766K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
7.61K+ 10.2% |
$731K - $782K
|
82.2K
$8.26M
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.6K+ 273.62% |
$731K - $782K
|
10.4K
$1.04M
|
|
|
Nov 03, 2022
Q3 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
7.5K+ 11.67% |
$720K - $771K
|
71.7K
$7.21M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.43K+ 6.48% |
$714K - $764K
|
122K
$12.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
7.43K+ 39.38% |
$714K - $764K
|
26.3K
$2.64M
|
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.19KNew |
$691K - $739K
|
7.19K
$722K
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
7.16K+ 7.05% |
$688K - $737K
|
109K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.15K+ 10.67% |
$687K - $735K
|
74.2K
$7.45M
|
|
|
Nov 04, 2022
Q3 2022
|
Virginia National Bank
|
BUY
|
- |
7.06KNew |
$679K - $726K
|
7.06K
$710K
|
|
|
Oct 11, 2022
Q3 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
7.02K+ 5.94% |
$675K - $722K
|
125K
$12.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
6.8K+ 53.44% |
$654K - $700K
|
19.5K
$1.96M
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
6.72K+ 3.95% |
$646K - $691K
|
177K
$17.8M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.52K+ 36.22% |
$627K - $671K
|
24.5K
$2.46M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
6.5K+ 6.02% |
$625K - $669K
|
115K
$11.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.25K+ 43.57% |
$601K - $643K
|
20.6K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.98K+ 32.41% |
$575K - $615K
|
24.4K
$2.45M
|