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
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.1K+ 118.56% |
$298K - $319K
|
5.72K
$575K
|
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
3.04K+ 19.03% |
$292K - $312K
|
19K
$1.91M
|
|
|
Jul 28, 2023
Q3 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
2.93K+ 65.18% |
$282K - $301K
|
7.43K
$746K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.79K+ 86.76% |
$268K - $286K
|
6K
$602K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.77K+ 45.59% |
$266K - $285K
|
8.85K
$889K
|
|
|
Nov 08, 2022
Q3 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.77KNew |
$266K - $285K
|
2.77K
$278K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.71KNew |
$260K - $279K
|
2.71K
$272K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.67K+ 3.77% |
$256K - $274K
|
73.4K
$7.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.55KNew |
$245K - $262K
|
2.55K
$256K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.52KNew |
$242K - $259K
|
2.52K
$253K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.5K+ 51.28% |
$240K - $257K
|
7.36K
$740K
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
BUY
|
- |
2.49K+ 21.77% |
$240K - $257K
|
14K
$1.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.47KNew |
$237K - $254K
|
2.47K
$248K
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2.4K+ 623.7% |
$230K - $246K
|
2.78K
$279K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.34KNew |
$225K - $241K
|
2.34K
$235K
|
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.31KNew |
$222K - $238K
|
2.31K
$233K
|
|
|
Oct 19, 2022
Q3 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.3K+ 183.68% |
$221K - $236K
|
3.55K
$356K
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
2.28K+ 4.83% |
$219K - $235K
|
49.6K
$4.98M
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.24KNew |
$215K - $230K
|
2.24K
$225K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
2.23KNew |
$215K - $230K
|
2.23K
$224K
|
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.23KNew |
$214K - $229K
|
2.23K
$224K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.2K+ 69.37% |
$212K - $226K
|
5.37K
$540K
|
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.18KNew |
$210K - $225K
|
2.18K
$219K
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
2.18K+ 2.07% |
$210K - $224K
|
107K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.13K+ 21.47% |
$205K - $219K
|
12.1K
$1.21M
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
2.1K+ 33.93% |
$202K - $216K
|
8.29K
$833K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.99K+ 51.71% |
$191K - $204K
|
5.83K
$585K
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
BUY
|
- |
1.93K+ 10.07% |
$186K - $199K
|
21.1K
$2.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.93K+ 5.08% |
$186K - $199K
|
40K
$4.02M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.9K+ 3.7% |
$182K - $195K
|
53.2K
$5.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.83K+ 2.87% |
$176K - $188K
|
65.5K
$6.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.75K+ 5.61% |
$168K - $180K
|
32.9K
$3.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
1.69K+ 5.77% |
$162K - $173K
|
30.9K
$3.1M
|
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.67K+ 1.96% |
$161K - $172K
|
86.9K
$8.73M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
1.66K+ 0.35% |
$160K - $171K
|
474K
$47.6M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.66K+ 0.35% |
$160K - $171K
|
474K
$47.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
BUY
|
- |
1.65K+ 1.63% |
$159K - $170K
|
103K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.62K+ 27.66% |
$155K - $166K
|
7.46K
$749K
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.59K+ 12.44% |
$153K - $164K
|
14.4K
$1.45M
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
1.59K+ 16.95% |
$152K - $163K
|
10.9K
$1.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
1.54K+ 1.34% |
$148K - $159K
|
117K
$11.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.54K+ 17.38% |
$148K - $158K
|
10.4K
$1.04M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.44K+ 11.33% |
$138K - $148K
|
14.1K
$1.42M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.43K+ 7.0% |
$137K - $147K
|
21.8K
$2.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.38K+ 6.24% |
$133K - $142K
|
23.6K
$2.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.37K+ 12.64% |
$132K - $141K
|
12.2K
$1.23M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.35K+ 60.94% |
$130K - $139K
|
3.58K
$359K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.35K+ 9.05% |
$130K - $139K
|
16.3K
$1.63M
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.32K+ 4.98% |
$126K - $135K
|
27.7K
$2.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.32K+ 31.11% |
$126K - $135K
|
5.54K
$557K
|