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 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.59KNew |
$251K - $253K
|
2.59K
$260K
|
|
|
Oct 26, 2023
Q3 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
2.57K+ 3.71% |
$249K - $251K
|
71.9K
$7.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
2.55K+ 1.93% |
$247K - $249K
|
135K
$13.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
BUY
|
- |
2.55K+ 1.31% |
$246K - $248K
|
197K
$19.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.51K+ 26.38% |
$243K - $245K
|
12K
$1.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
2.34K+ 1.32% |
$226K - $228K
|
179K
$18M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.32K+ 78.77% |
$224K - $226K
|
5.26K
$529K
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.19K+ 0.96% |
$212K - $214K
|
230K
$23.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
2.18K+ 0.91% |
$211K - $213K
|
242K
$24.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
2.12K+ 9.23% |
$205K - $206K
|
25K
$2.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.1K+ 15.88% |
$203K - $205K
|
15.3K
$1.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.04K+ 6.61% |
$198K - $199K
|
33K
$3.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.03K+ 5.64% |
$197K - $198K
|
38.1K
$3.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.88K+ 66.41% |
$181K - $183K
|
4.7K
$472K
|
|
|
Sep 25, 2024
Q3 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.8K+ 14.26% |
$174K - $176K
|
14.4K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
1.66K+ 1.13% |
$161K - $162K
|
149K
$15M
|
|
|
Nov 06, 2023
Q3 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.64K+ 11.94% |
$159K - $160K
|
15.4K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.62K+ 2.73% |
$156K - $158K
|
60.9K
$6.12M
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.62K+ 7.26% |
$156K - $158K
|
23.9K
$2.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.52K+ 1.08% |
$147K - $148K
|
142K
$14.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
1.46K+ 13.52% |
$141K - $142K
|
12.2K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.43K+ 5.99% |
$138K - $139K
|
25.3K
$2.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.39K+ 5.01% |
$135K - $136K
|
29.2K
$2.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.38K+ 6.32% |
$133K - $134K
|
23.1K
$2.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.3K+ 12.59% |
$126K - $127K
|
11.6K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.29K+ 1.17% |
$125K - $126K
|
112K
$11.2M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.26K+ 9.62% |
$122K - $123K
|
14.4K
$1.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.23K+ 2.21% |
$119K - $120K
|
56.9K
$5.72M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.22KNew |
$118K - $119K
|
1.22K
$123K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.2K+ 80.7% |
$116K - $117K
|
2.69K
$270K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.16K+ 0.37% |
$113K - $114K
|
312K
$31.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.13K+ 47.33% |
$109K - $110K
|
3.51K
$352K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.11K+ 20.13% |
$107K - $108K
|
6.59K
$663K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.05K+ 2627.5% |
$102K - $103K
|
1.09K
$110K
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
1.04K+ 3.53% |
$100K - $101K
|
30.4K
$3.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1K+ 3.28% |
$97K - $97.9K
|
31.6K
$3.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
989+ 14.19% |
$95.7K - $96.5K
|
7.96K
$800K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
971+ 2.62% |
$93.9K - $94.7K
|
38.1K
$3.83M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
857+ 1.1% |
$82.9K - $83.6K
|
79K
$7.94M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
855+ 2.69% |
$82.7K - $83.4K
|
32.6K
$3.28M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
847+ 5.97% |
$81.9K - $82.6K
|
15K
$1.51M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
778+ 74.45% |
$75.3K - $75.9K
|
1.82K
$183K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
756+ 0.78% |
$73.1K - $73.8K
|
97.8K
$9.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
702+ 8.21% |
$67.9K - $68.5K
|
9.25K
$929K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
688+ 14.38% |
$66.6K - $67.1K
|
5.47K
$550K
|
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
662+ 2.11% |
$64K - $64.6K
|
32.1K
$3.22M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
559+ 10.3% |
$54.1K - $54.5K
|
5.99K
$601K
|
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
522+ 4.47% |
$50.5K - $50.9K
|
12.2K
$1.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
489+ 114.52% |
$47.3K - $47.7K
|
916
$92K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
484+ 10.57% |
$46.8K - $47.2K
|
5.06K
$509K
|