Purchases and Sales Made in Q3 2023 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 2023. 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 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.61M+ 2326.3% |
$156M - $157M
|
1.68M
$169M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
543K+ 25.42% |
$52.5M - $52.9M
|
2.68M
$269M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
510KNew |
$49.3M - $49.7M
|
510K
$51.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
340K+ 77.81% |
$32.9M - $33.2M
|
777K
$78.1M
|
|
|
Nov 13, 2023
Q3 2023
|
National Mutual Funds Management LTD
Sydney, C3 |
BUY
|
- |
148KNew |
$14.4M - $14.5M
|
148K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
132K+ 2158.29% |
$12.8M - $12.9M
|
138K
$13.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
104K+ 1827.49% |
$10M - $10.1M
|
109K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
95.5K+ 8.82% |
$9.24M - $9.32M
|
1.18M
$118M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
90.8KNew |
$8.78M - $8.86M
|
90.8K
$9.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
79.6K+ 7.55% |
$7.7M - $7.77M
|
1.13M
$114M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
69.4KNew |
$6.72M - $6.77M
|
69.4K
$6.98M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
65.4KNew |
$6.33M - $6.38M
|
65.4K
$6.57M
|
|
|
Nov 14, 2023
Q3 2023
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
65.4KNew |
$6.33M - $6.38M
|
65.4K
$6.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
58.5KNew |
$5.66M - $5.71M
|
58.5K
$5.88M
|
|
|
Oct 17, 2023
Q3 2023
|
Northland Capital Management LLC
|
BUY
|
- |
54.9K+ 72.58% |
$5.31M - $5.36M
|
131K
$13.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
54.2K+ 8.77% |
$5.24M - $5.29M
|
672K
$67.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
40.8K+ 221.69% |
$3.94M - $3.98M
|
59.1K
$5.94M
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
40.3K+ 9.62% |
$3.9M - $3.93M
|
459K
$46.1M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
39.9K+ 40.7% |
$3.86M - $3.9M
|
138K
$13.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
38.8K+ 12.62% |
$3.75M - $3.79M
|
346K
$34.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
38.5KNew |
$3.72M - $3.75M
|
38.5K
$3.87M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
37.6K+ 175.21% |
$3.64M - $3.67M
|
59.1K
$5.93M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
35.9K+ 13.65% |
$3.47M - $3.5M
|
299K
$30M
|
|
|
Oct 24, 2023
Q3 2023
|
Elm Partners Management LLC
|
BUY
|
- |
32.7K+ 116.61% |
$3.16M - $3.19M
|
60.7K
$6.1M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
31.5K+ 6.63% |
$3.05M - $3.07M
|
506K
$50.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.3K+ 16.09% |
$3.03M - $3.06M
|
226K
$22.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.6K+ 30.07% |
$2.96M - $2.99M
|
132K
$13.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
26K+ 8.36% |
$2.51M - $2.54M
|
337K
$33.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
25.1K+ 3.78% |
$2.43M - $2.45M
|
690K
$69.3M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22.6K+ 6.13% |
$2.19M - $2.2M
|
391K
$39.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
BUY
|
- |
20.7K+ 14.89% |
$2M - $2.02M
|
160K
$16.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
19.9K+ 24.98% |
$1.92M - $1.94M
|
99.3K
$9.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19KNew |
$1.84M - $1.85M
|
19K
$1.91M
|
|
|
Nov 06, 2023
Q3 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
18.3K+ 10.25% |
$1.77M - $1.79M
|
197K
$19.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.6K+ 137.46% |
$1.61M - $1.62M
|
28.8K
$2.89M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
16.4K+ 35.34% |
$1.59M - $1.6M
|
62.9K
$6.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
14.9K+ 2.34% |
$1.44M - $1.45M
|
652K
$65.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14K+ 13.12% |
$1.35M - $1.36M
|
121K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.1K+ 10.31% |
$1.27M - $1.28M
|
140K
$14.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.9K+ 28.23% |
$1.25M - $1.26M
|
58.5K
$5.88M
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
12.6KNew |
$1.22M - $1.23M
|
12.6K
$1.27M
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
BUY
|
- |
12.5K+ 8.99% |
$1.21M - $1.22M
|
152K
$15.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.7K+ 119.22% |
$1.13M - $1.14M
|
21.5K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
11.4K+ 23.32% |
$1.11M - $1.12M
|
60.5K
$6.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
11.2K+ 111.92% |
$1.08M - $1.09M
|
21.2K
$2.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11K+ 27.15% |
$1.07M - $1.08M
|
51.7K
$5.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
10.4K+ 6.17% |
$1.01M - $1.02M
|
179K
$18M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.4K+ 18.47% |
$1M - $1.01M
|
66.5K
$6.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
10.1K+ 24.03% |
$981K - $989K
|
52.3K
$5.26M
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
9.62KNew |
$930K - $938K
|
9.62K
$966K
|