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 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2New |
$192 - $206
|
2
$201
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2New |
$192 - $206
|
2
$201
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 3.57% |
$96.1 - $103
|
29
$2.91K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
1+ 0.86% |
$96.1 - $103
|
117
$11.8K
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-20- 15.87% |
$1.92K - $2.06K
|
106
$10.7K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-27- 93.1% |
$2.59K - $2.78K
|
2
$201
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-32- 61.54% |
$3.08K - $3.29K
|
20
$2.01K
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-38- 0.51% |
$3.65K - $3.91K
|
7.37K
$740K
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-38- 86.36% |
$3.65K - $3.91K
|
6
$603
|
|
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-54- 0.31% |
$5.19K - $5.55K
|
17.2K
$1.73M
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-65- 5.25% |
$6.25K - $6.69K
|
1.17K
$118K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-70- 0.65% |
$6.73K - $7.2K
|
10.6K
$1.07M
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-72- 0.66% |
$6.92K - $7.41K
|
10.8K
$1.09M
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-75- 0.93% |
$7.21K - $7.71K
|
7.96K
$800K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-89- 16.98% |
$8.55K - $9.15K
|
435
$43.7K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-93- 3.41% |
$8.94K - $9.57K
|
2.64K
$265K
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-105- 0.63% |
$10.1K - $10.8K
|
16.7K
$1.68M
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-108- 2.11% |
$10.4K - $11.1K
|
5.02K
$505K
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-116- 97.48% |
$11.1K - $11.9K
|
3
$301
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-122- 2.97% |
$11.7K - $12.5K
|
3.98K
$400K
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-123- 2.46% |
$11.8K - $12.7K
|
4.88K
$491K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-129- 3.07% |
$12.4K - $13.3K
|
4.08K
$410K
|
|
Nov 03, 2022
Q3 2022
|
Gratus Capital LLC
|
SELL
|
- |
-151- 4.17% |
$14.5K - $15.5K
|
3.47K
$349K
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-154- 3.7% |
$14.8K - $15.8K
|
4.01K
$403K
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-166- 0.64% |
$16K - $17.1K
|
25.6K
$2.58M
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-175- 0.63% |
$16.8K - $18K
|
27.5K
$2.77M
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-178- 1.31% |
$17.1K - $18.3K
|
13.4K
$1.35M
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-185- 12.14% |
$17.8K - $19K
|
1.34K
$135K
|
|
Oct 18, 2022
Q3 2022
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-190- 0.55% |
$18.3K - $19.5K
|
34.4K
$3.45M
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 7.38% |
$19.2K - $20.6K
|
2.51K
$252K
|
|
Oct 24, 2022
Q3 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-208- 6.9% |
$20K - $21.4K
|
2.81K
$282K
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-211- 4.75% |
$20.3K - $21.7K
|
4.23K
$425K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-231- 54.74% |
$22.2K - $23.8K
|
191
$19.2K
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-254- 0.11% |
$24.4K - $26.1K
|
232K
$23.3M
|
|
Oct 17, 2022
Q3 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-272- 10.96% |
$26.1K - $28K
|
2.21K
$222K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-283- 81.79% |
$27.2K - $29.1K
|
63
$6.33K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-325- 17.59% |
$31.2K - $33.4K
|
1.52K
$153K
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-346- 4.36% |
$33.3K - $35.6K
|
7.59K
$763K
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-370- 1.76% |
$35.6K - $38.1K
|
20.7K
$2.08M
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-386- 8.39% |
$37.1K - $39.7K
|
4.22K
$424K
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-409- 1.19% |
$39.3K - $42.1K
|
34.1K
$3.42M
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-423- 0.88% |
$40.7K - $43.5K
|
47.9K
$4.81M
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-533- 9.75% |
$51.2K - $54.8K
|
4.93K
$496K
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-572- 7.46% |
$55K - $58.8K
|
7.09K
$713K
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-608- 12.82% |
$58.4K - $62.5K
|
4.13K
$415K
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-637- 9.4% |
$61.2K - $65.5K
|
6.14K
$617K
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-684- 6.73% |
$65.7K - $70.3K
|
9.48K
$953K
|
|
Nov 10, 2022
Q3 2022
|
Clarity Financial LLC
|
SELL
|
- |
-688- 19.36% |
$66.1K - $70.8K
|
2.87K
$288K
|
|
Nov 09, 2022
Q3 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-747- 3.21% |
$71.8K - $76.8K
|
22.5K
$2.26M
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-812- 7.3% |
$78K - $83.5K
|
10.3K
$1.04M
|