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 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-854- 0.32% |
$82.1K - $87.8K
|
270K
$27.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-866- 19.33% |
$83.2K - $89.1K
|
3.62K
$363K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-874- 9.15% |
$84K - $89.9K
|
8.68K
$872K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-894- 11.52% |
$85.9K - $91.9K
|
6.86K
$690K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-925- 6.82% |
$88.9K - $95.1K
|
12.6K
$1.27M
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-963- 31.19% |
$92.6K - $99K
|
2.13K
$214K
|
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-985- 2.53% |
$94.7K - $101K
|
38K
$3.82M
|
|
|
Oct 05, 2022
Q3 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1K- 3.06% |
$96.1K - $103K
|
31.7K
$3.18M
|
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.01K- 1.7% |
$96.9K - $104K
|
58.5K
$5.87M
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.07K- 2.85% |
$103K - $110K
|
36.5K
$3.67M
|
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
SELL
|
- |
-1.15K- 34.59% |
$111K - $118K
|
2.18K
$219K
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.18K- 5.17% |
$114K - $122K
|
21.7K
$2.18M
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-1.19K- 4.29% |
$114K - $122K
|
26.5K
$2.67M
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-1.19K- 25.97% |
$115K - $123K
|
3.4K
$342K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.2K- 9.31% |
$115K - $123K
|
11.7K
$1.17M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 21.96% |
$116K - $124K
|
4.29K
$431K
|
|
|
Oct 27, 2022
Q3 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.23K- 0.89% |
$118K - $127K
|
136K
$13.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.23K- 21.61% |
$119K - $127K
|
4.48K
$450K
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1.3K- 67.71% |
$125K - $134K
|
620
$62.3K
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 7.21% |
$128K - $137K
|
17.1K
$1.72M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.33K- 18.19% |
$128K - $137K
|
5.99K
$602K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-1.44K- 14.71% |
$138K - $148K
|
8.35K
$839K
|
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.45K- 39.99% |
$139K - $149K
|
2.17K
$218K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.45K- 4.16% |
$139K - $149K
|
33.3K
$3.35M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.45K- 4.16% |
$139K - $149K
|
33.3K
$3.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.45K- 0.73% |
$140K - $150K
|
199K
$19.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.48K- 6.05% |
$142K - $152K
|
22.9K
$2.3M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.52K- 2.89% |
$146K - $156K
|
51K
$5.13M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.59K- 6.57% |
$153K - $164K
|
22.6K
$2.27M
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.6K- 61.58% |
$154K - $165K
|
1K
$100K
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.69K- 5.76% |
$163K - $174K
|
27.7K
$2.78M
|
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.7K- 4.01% |
$163K - $174K
|
40.6K
$4.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.75K- 5.37% |
$168K - $180K
|
30.7K
$3.09M
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.79K- 1.58% |
$172K - $184K
|
111K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.86K- 1.18% |
$178K - $191K
|
155K
$15.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.87K- 91.75% |
$180K - $192K
|
168
$16.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-1.89K- 20.61% |
$181K - $194K
|
7.27K
$731K
|
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.95K- 1.14% |
$187K - $200K
|
168K
$16.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.99K- 31.32% |
$191K - $205K
|
4.36K
$438K
|
|
|
Oct 14, 2022
Q3 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-2.14KClosed |
$206K - $220K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.29K- 50.78% |
$220K - $235K
|
2.22K
$223K
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.31K- 28.35% |
$222K - $238K
|
5.85K
$587K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.4K- 1.48% |
$231K - $247K
|
160K
$16.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.44K- 2.93% |
$234K - $251K
|
80.9K
$8.13M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.49K- 98.81% |
$240K - $257K
|
30
$3.01K
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.51K- 6.67% |
$241K - $258K
|
35.1K
$3.52M
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-2.6K- 54.45% |
$250K - $267K
|
2.17K
$218K
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-2.67K- 14.74% |
$257K - $275K
|
15.5K
$1.55M
|
|
|
Oct 14, 2022
Q3 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-2.81K- 29.83% |
$270K - $289K
|
6.61K
$664K
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-2.91K- 48.31% |
$279K - $299K
|
3.11K
$312K
|