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 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.95K+ 41.45% |
$572K - $612K
|
20.3K
$2.04M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5.94K+ 6.62% |
$570K - $610K
|
95.5K
$9.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.86K+ 26.95% |
$563K - $603K
|
27.6K
$2.77M
|
|
|
Oct 21, 2022
Q3 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
5.79K+ 30.63% |
$556K - $596K
|
24.7K
$2.48M
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.71KNew |
$549K - $587K
|
5.71K
$574K
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.69KNew |
$547K - $585K
|
5.69K
$572K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.63K+ 8.45% |
$541K - $579K
|
72.3K
$7.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.58K+ 16.11% |
$536K - $574K
|
40.2K
$4.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
5.47K+ 27.41% |
$525K - $562K
|
25.4K
$2.55M
|
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
BUY
|
- |
5.23K+ 24.28% |
$502K - $537K
|
26.7K
$2.69M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.13K+ 84.16% |
$493K - $528K
|
11.2K
$1.13M
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
5.11KNew |
$491K - $526K
|
5.11K
$513K
|
|
|
Nov 10, 2022
Q3 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5.02K+ 9.16% |
$482K - $516K
|
59.8K
$6.01M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.95KNew |
$475K - $509K
|
4.95K
$497K
|
|
|
Nov 07, 2022
Q3 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
4.92K+ 3.14% |
$473K - $506K
|
162K
$16.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.85KNew |
$466K - $499K
|
4.85K
$487K
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.82K+ 71.05% |
$463K - $496K
|
11.6K
$1.17M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
4.61K+ 1.11% |
$443K - $474K
|
420K
$42.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.4KNew |
$423K - $452K
|
4.4K
$442K
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
4.32K+ 1.36% |
$415K - $444K
|
322K
$32.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.25K+ 24.4% |
$408K - $437K
|
21.7K
$2.18M
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
4.23K+ 9.71% |
$406K - $435K
|
47.8K
$4.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
4.19KNew |
$403K - $431K
|
4.19K
$421K
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
4.11K+ 12.31% |
$395K - $422K
|
37.5K
$3.77M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.99KNew |
$384K - $411K
|
3.99K
$401K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.98K+ 2.4% |
$382K - $409K
|
170K
$17M
|
|
|
Oct 21, 2022
Q3 2022
|
Cadinha & CO LLC
|
BUY
|
- |
3.96KNew |
$380K - $407K
|
3.96K
$398K
|
|
|
Oct 13, 2022
Q3 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
3.96K+ 8.29% |
$380K - $407K
|
51.7K
$5.2M
|
|
|
Oct 06, 2022
Q3 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
3.93K+ 12.83% |
$377K - $404K
|
34.5K
$3.47M
|
|
|
Nov 09, 2022
Q3 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.87K+ 3.92% |
$372K - $398K
|
103K
$10.3M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.78KNew |
$363K - $389K
|
3.78K
$380K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.72K+ 33.55% |
$357K - $382K
|
14.8K
$1.49M
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.71KNew |
$356K - $381K
|
3.71K
$372K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.62K+ 4.77% |
$348K - $373K
|
79.6K
$7.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.59KNew |
$345K - $369K
|
3.59K
$361K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.57K+ 5.69% |
$343K - $367K
|
66.3K
$6.66M
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.57K+ 150.95% |
$343K - $367K
|
5.93K
$596K
|
|
|
Nov 02, 2022
Q3 2022
|
Lane Generational LLC
|
BUY
|
- |
3.54K+ 62.57% |
$341K - $365K
|
9.21K
$925K
|
|
|
Oct 18, 2022
Q3 2022
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
3.53KNew |
$339K - $363K
|
3.53K
$354K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
3.44K+ 11.34% |
$330K - $353K
|
33.7K
$3.39M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.42K+ 40.04% |
$329K - $352K
|
12K
$1.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
3.35KNew |
$322K - $345K
|
3.35K
$337K
|
|
|
Nov 14, 2022
Q3 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
3.3K+ 10.93% |
$317K - $339K
|
33.4K
$3.36M
|
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.29K+ 110.04% |
$316K - $338K
|
6.28K
$631K
|
|
|
Nov 15, 2022
Q3 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.26K+ 122.11% |
$313K - $335K
|
5.93K
$596K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
3.25KNew |
$313K - $335K
|
3.25K
$327K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.21K+ 37.17% |
$308K - $330K
|
11.8K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3.2KNew |
$308K - $329K
|
3.2K
$322K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.2K+ 7.66% |
$307K - $329K
|
44.9K
$4.51M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.11K+ 34.61% |
$299K - $320K
|
12.1K
$1.21M
|