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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-16.7K- 29.43% |
$1.61M - $1.63M
|
39.9K
$4.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-16.8K- 47.43% |
$1.63M - $1.64M
|
18.6K
$1.87M
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-16.9K- 52.88% |
$1.63M - $1.65M
|
15K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.5K- 96.94% |
$1.69M - $1.7M
|
552
$55.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-18.1K- 6.75% |
$1.75M - $1.76M
|
250K
$25.1M
|
|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-18.9K- 75.87% |
$1.82M - $1.84M
|
6K
$603K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-19K- 10.52% |
$1.84M - $1.86M
|
162K
$16.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-19.5K- 27.22% |
$1.89M - $1.9M
|
52.2K
$5.25M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-20.3K- 54.58% |
$1.96M - $1.98M
|
16.9K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-20.5K- 7.1% |
$1.98M - $2M
|
268K
$26.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-22.6K- 81.89% |
$2.19M - $2.21M
|
5K
$502K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-22.7K- 33.47% |
$2.2M - $2.22M
|
45.2K
$4.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-23.4K- 47.88% |
$2.27M - $2.29M
|
25.5K
$2.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-27.7K- 32.94% |
$2.68M - $2.7M
|
56.4K
$5.67M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-28.3K- 42.86% |
$2.74M - $2.76M
|
37.8K
$3.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-29.7K- 15.1% |
$2.87M - $2.9M
|
167K
$16.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-31.4K- 90.83% |
$3.04M - $3.07M
|
3.17K
$319K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-37.3K- 16.64% |
$3.61M - $3.64M
|
187K
$18.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-39.3K- 18.47% |
$3.8M - $3.83M
|
173K
$17.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-40.8K- 62.97% |
$3.94M - $3.98M
|
24K
$2.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-42.3K- 80.08% |
$4.09M - $4.13M
|
10.5K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-44.4K- 28.97% |
$4.3M - $4.34M
|
109K
$10.9M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-47.8K- 38.45% |
$4.62M - $4.66M
|
76.5K
$7.69M
|
|
|
Oct 12, 2023
Q3 2023
|
New Capital Management LP
|
SELL
|
- |
-48.8K- 31.77% |
$4.72M - $4.76M
|
105K
$10.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-55.7K- 22.08% |
$5.39M - $5.44M
|
197K
$19.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-55.8K- 8.41% |
$5.4M - $5.45M
|
608K
$61.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-59.4K- 28.33% |
$5.75M - $5.8M
|
150K
$15.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-61.5K- 94.76% |
$5.95M - $6M
|
3.4K
$342K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-70K- 10.31% |
$6.78M - $6.83M
|
609K
$61.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-70.4K- 35.17% |
$6.81M - $6.87M
|
130K
$13M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-71.7K- 13.65% |
$6.94M - $7M
|
454K
$45.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-76.3K- 13.38% |
$7.38M - $7.44M
|
494K
$49.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-84.5K- 25.86% |
$8.18M - $8.25M
|
242K
$24.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-87.4K- 34.48% |
$8.46M - $8.53M
|
166K
$16.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-88.7K- 93.81% |
$8.58M - $8.66M
|
5.86K
$589K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-95.6K- 4.51% |
$9.25M - $9.33M
|
2.02M
$203M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-111K- 17.44% |
$10.8M - $10.9M
|
527K
$53M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-114K- 28.72% |
$11.1M - $11.2M
|
284K
$28.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-124K- 83.82% |
$12M - $12.1M
|
24K
$2.41M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-145K- 92.22% |
$14M - $14.1M
|
12.2K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-161K- 32.38% |
$15.6M - $15.7M
|
336K
$33.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-173K- 53.37% |
$16.8M - $16.9M
|
151K
$15.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-174K- 97.94% |
$16.8M - $17M
|
3.67K
$368K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-185K- 35.5% |
$17.9M - $18M
|
336K
$33.7M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-199K- 96.78% |
$19.3M - $19.4M
|
6.63K
$666K
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-201K- 45.74% |
$19.4M - $19.6M
|
238K
$23.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-203K- 10.07% |
$19.7M - $19.8M
|
1.82M
$183M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-211K- 42.39% |
$20.4M - $20.6M
|
287K
$28.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-225K- 59.62% |
$21.7M - $21.9M
|
152K
$15.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-225K- 98.38% |
$21.7M - $21.9M
|
3.69K
$371K
|