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 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.21K+ 19.12% |
$116K - $124K
|
7.53K
$756K
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
1.19K+ 0.18% |
$114K - $122K
|
671K
$67.4M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.15K+ 2.58% |
$111K - $119K
|
45.8K
$4.6M
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 17.88% |
$103K - $110K
|
7.07K
$710K
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.05K+ 4.61% |
$101K - $108K
|
23.7K
$2.39M
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.04K+ 11.75% |
$100K - $107K
|
9.9K
$995K
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.03K+ 0.75% |
$99K - $106K
|
139K
$14M
|
|
Oct 12, 2022
Q3 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1KNew |
$96.1K - $103K
|
1K
$100K
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
984+ 0.86% |
$94.6K - $101K
|
115K
$11.6M
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
978+ 3.76% |
$94K - $101K
|
27K
$2.71M
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
977+ 3.09% |
$93.9K - $100K
|
32.6K
$3.28M
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
927+ 2.92% |
$89.1K - $95.3K
|
32.7K
$3.28M
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
910+ 2.88% |
$87.5K - $93.6K
|
32.6K
$3.27M
|
|
Nov 08, 2022
Q3 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
884+ 17.7% |
$85K - $90.9K
|
5.88K
$591K
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
823+ 8.44% |
$79.1K - $84.6K
|
10.6K
$1.06M
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
815+ 3.84% |
$78.3K - $83.8K
|
22.1K
$2.22M
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
BUY
|
- |
783+ 22.77% |
$75.3K - $80.5K
|
4.22K
$424K
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
767New |
$73.7K - $78.9K
|
767
$77.1K
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
750New |
$72.1K - $77.1K
|
750
$75.4K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
737+ 17.13% |
$70.8K - $75.8K
|
5.04K
$506K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
722+ 1.39% |
$69.4K - $74.3K
|
52.6K
$5.28M
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
720+ 3.48% |
$69.2K - $74.1K
|
21.4K
$2.15M
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
672+ 10.67% |
$64.6K - $69.1K
|
6.97K
$700K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
668New |
$64.2K - $68.7K
|
668
$67.1K
|
|
Oct 25, 2022
Q3 2022
|
Sterling Investment Advisors LLC
|
BUY
|
- |
648+ 6.44% |
$62.3K - $66.6K
|
10.7K
$1.08M
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
645+ 15.08% |
$62K - $66.3K
|
4.92K
$495K
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
641+ 116.55% |
$61.6K - $65.9K
|
1.19K
$120K
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
616+ 2.69% |
$59.2K - $63.4K
|
23.6K
$2.37M
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
612+ 246.77% |
$58.8K - $62.9K
|
860
$86.4K
|
|
Nov 02, 2022
Q3 2022
|
Atwater Malick LLC
|
BUY
|
- |
602+ 23.23% |
$57.9K - $61.9K
|
3.19K
$321K
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
600+ 0.74% |
$57.7K - $61.7K
|
81.3K
$8.17M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
581New |
$55.8K - $59.8K
|
581
$58.4K
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
535+ 4.54% |
$51.4K - $55K
|
12.3K
$1.24M
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
508New |
$48.8K - $52.2K
|
508
$51K
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
477+ 7.85% |
$45.8K - $49.1K
|
6.56K
$659K
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
474+ 0.28% |
$45.6K - $48.8K
|
170K
$17.1M
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
450+ 2.99% |
$43.2K - $46.3K
|
15.5K
$1.56M
|
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
405New |
$38.9K - $41.7K
|
405
$40.7K
|
|
Nov 18, 2022
Q3 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
405+ 2.35% |
$38.9K - $41.7K
|
17.6K
$1.77M
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
400New |
$38.4K - $41.1K
|
400
$40.2K
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
398+ 14.54% |
$38.3K - $40.9K
|
3.14K
$315K
|
|
Nov 14, 2022
Q3 2022
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
368+ 0.32% |
$35.4K - $37.8K
|
116K
$11.7M
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
368+ 6.48% |
$35.4K - $37.8K
|
6.05K
$608K
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
362+ 2.32% |
$34.8K - $37.2K
|
16K
$1.61M
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
BUY
|
- |
314+ 2.19% |
$30.2K - $32.3K
|
14.7K
$1.48M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
306+ 0.92% |
$29.4K - $31.5K
|
33.7K
$3.39M
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
300+ 30000.0% |
$28.8K - $30.9K
|
301
$30.2K
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
291+ 0.61% |
$28K - $29.9K
|
48.3K
$4.86M
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
280+ 2.97% |
$26.9K - $28.8K
|
9.71K
$976K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
274+ 0.39% |
$26.3K - $28.2K
|
70.2K
$7.06M
|