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 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
9.55K+ 16.26% |
$923K - $931K
|
68.3K
$6.86M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
9.22K+ 5.79% |
$892K - $900K
|
168K
$16.9M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
9.04KNew |
$874K - $882K
|
9.04K
$908K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
8.96KNew |
$867K - $874K
|
8.96K
$901K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
8.92K+ 6.01% |
$862K - $870K
|
157K
$15.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
8.19K+ 4.49% |
$793K - $799K
|
191K
$19.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
8.02KNew |
$776K - $783K
|
8.02K
$806K
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
8.02K+ 16.2% |
$776K - $782K
|
57.5K
$5.78M
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
7.9K+ 8.72% |
$764K - $771K
|
98.5K
$9.89M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.34KNew |
$710K - $716K
|
7.34K
$737K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.23K+ 14.59% |
$699K - $705K
|
56.8K
$5.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.15K+ 10.84% |
$692K - $698K
|
73.1K
$7.34M
|
|
|
Oct 17, 2023
Q3 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
6.9K+ 10.41% |
$667K - $673K
|
73.2K
$7.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
6.87K+ 5.51% |
$665K - $670K
|
131K
$13.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.74K+ 24.03% |
$651K - $657K
|
34.8K
$3.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
6.55K+ 11.4% |
$633K - $639K
|
64K
$6.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
5.54K+ 237.68% |
$536K - $540K
|
7.87K
$791K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.19K+ 1.56% |
$502K - $506K
|
338K
$34M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.82K+ 23.84% |
$466K - $470K
|
25K
$2.51M
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
4.48K+ 54.02% |
$433K - $437K
|
12.8K
$1.28M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
4.46K+ 2594.77% |
$432K - $435K
|
4.64K
$466K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
4.45K+ 11.88% |
$431K - $435K
|
42K
$4.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.41K+ 6.62% |
$426K - $430K
|
71K
$7.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.01K+ 13.63% |
$388K - $391K
|
33.4K
$3.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
4KNew |
$387K - $390K
|
4K
$402K
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.99K+ 28.29% |
$386K - $389K
|
18.1K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
3.93K+ 5.96% |
$380K - $383K
|
69.7K
$7.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
3.83K+ 9.49% |
$370K - $373K
|
44.2K
$4.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
BUY
|
- |
3.82K+ 15.76% |
$370K - $373K
|
28.1K
$2.82M
|
|
|
Oct 11, 2023
Q3 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
3.67K+ 1.83% |
$355K - $358K
|
204K
$20.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.65KNew |
$353K - $356K
|
3.65K
$366K
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.57K+ 2.44% |
$345K - $348K
|
150K
$15.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
3.51K+ 2.03% |
$339K - $342K
|
177K
$17.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.5K+ 13.02% |
$338K - $341K
|
30.4K
$3.05M
|
|
|
Oct 26, 2023
Q3 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
3.48K+ 2.0% |
$336K - $339K
|
178K
$17.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.39KNew |
$328K - $331K
|
3.39K
$341K
|
|
|
Oct 25, 2023
Q3 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
3.38K+ 20.23% |
$327K - $330K
|
20.1K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.25K+ 14.09% |
$314K - $317K
|
26.3K
$2.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.2KNew |
$310K - $313K
|
3.2K
$322K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
3.13K+ 101.06% |
$303K - $306K
|
6.23K
$626K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.1K+ 2.05% |
$300K - $302K
|
154K
$15.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.08K+ 24.11% |
$298K - $300K
|
15.8K
$1.59M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.98KNew |
$289K - $291K
|
2.98K
$300K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.95K+ 3.04% |
$285K - $288K
|
100K
$10M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
2.84K+ 206.54% |
$275K - $277K
|
4.22K
$424K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.79KNew |
$270K - $272K
|
2.79K
$280K
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.73K+ 24.59% |
$264K - $267K
|
13.8K
$1.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.73K+ 14.5% |
$264K - $266K
|
21.5K
$2.16M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.64KNew |
$255K - $257K
|
2.64K
$265K
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
BUY
|
- |
2.62K+ 7.94% |
$254K - $256K
|
35.6K
$3.58M
|