Purchases and Sales Made in Q3 2023 in Ishares Barclays 0 5 Year Tips (STIP)

STIP Quotes by TradingView

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 18, 2023 Q3 2023
Level Financial Advisors, Inc.

BUY
 -
474
+ 120.61%
$45.9K - $46.2K
867 $87.1K
Oct 16, 2023 Q3 2023
First Premier Bank

BUY
 -
463
+ 4.32%
$44.8K - $45.2K
11.2K $1.12M
Oct 19, 2023 Q3 2023
North Ridge Wealth Advisors, Inc.

Beaverton, OR
BUY
 -
446
+ 5.9%
$43.1K - $43.5K
8.01K $804K
Oct 13, 2023 Q3 2023
Courier Capital LLC

BUY
 -
400
+ 0.35%
$38.7K - $39K
114K $11.4M
Nov 02, 2023 Q3 2023
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
398
New
$38.5K - $38.8K
398 $40K
Oct 25, 2023 Q3 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
380
+ 14.45%
$36.8K - $37.1K
3.01K $302K
Oct 17, 2023 Q3 2023
Patriot Investment Management Inc.

BUY
 -
378
+ 7.61%
$36.6K - $36.9K
5.34K $537K
Oct 12, 2023 Q3 2023
Prairiewood Capital, LLC

BUY
 -
361
+ 9.63%
$34.9K - $35.2K
4.11K $413K
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
317
+ 1.32%
$30.7K - $30.9K
24.3K $2.45M
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
316
New
$30.6K - $30.8K
316 $31.8K
Nov 15, 2023 Q3 2023
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
297
New
$28.7K - $29K
297 $29.8K
Oct 25, 2023 Q3 2023
Farmers & Merchants Investments Inc

BUY
 -
271
New
$26.2K - $26.4K
271 $27.2K
Nov 03, 2023 Q3 2023
Latitude Advisors, LLC

BUY
 -
268
+ 2.08%
$25.9K - $26.1K
13.1K $1.32M
Oct 17, 2023 Q3 2023
Argus Investors' Counsel, Inc.

BUY
 -
261
+ 7.4%
$25.2K - $25.5K
3.79K $380K
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
246
New
$23.8K - $24K
246 $24.7K
Oct 16, 2023 Q3 2023
Lake Hills Wealth Management, LLC

BUY
 -
245
+ 3.65%
$23.7K - $23.9K
6.96K $699K
Nov 07, 2023 Q3 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
238
+ 3.57%
$23K - $23.2K
6.91K $694K
Oct 16, 2023 Q3 2023
Fc Advisory LLC

BUY
 -
235
+ 7.92%
$22.7K - $22.9K
3.2K $322K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
235
New
$22.7K - $22.9K
235 $23.6K
Nov 01, 2023 Q3 2023
Northwest Wealth Management, LLC

BUY
 -
219
+ 1.51%
$21.2K - $21.4K
14.7K $1.48M
Nov 01, 2023 Q3 2023
Empirical Asset Management, LLC

BUY
 -
218
+ 2.48%
$21.1K - $21.3K
9.01K $905K
Nov 14, 2023 Q3 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
216
+ 7.57%
$20.9K - $21.1K
3.07K $309K
Nov 14, 2023 Q3 2023
Cwa Asset Management Group, LLC

BUY
 -
210
+ 7.44%
$20.3K - $20.5K
3.03K $305K
Nov 14, 2023 Q3 2023
Wilshire Advisors LLC

Santa Monica, CA
BUY
 -
209
+ 0.1%
$20.2K - $20.4K
204K $20.5M
Oct 18, 2023 Q3 2023
La Fleur & Godfrey LLC

BUY
 -
190
+ 5.59%
$18.4K - $18.5K
3.59K $360K
Oct 10, 2023 Q3 2023
National Bank Of Canada

BUY
 -
189
+ 7.19%
$18.3K - $18.4K
2.82K $283K
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
179
+ 3.72%
$17.3K - $17.5K
4.99K $501K
Oct 31, 2023 Q3 2023
Triumph Capital Management

BUY
 -
167
+ 4.71%
$16.2K - $16.3K
3.71K $373K
Nov 15, 2023 Q3 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
156
+ 6.42%
$15.1K - $15.2K
2.59K $260K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
145
+ 1.19%
$14K - $14.1K
12.3K $1.23M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
142
+ 5.34%
$13.7K - $13.9K
2.8K $281K
Nov 14, 2023 Q3 2023
Hudson Portfolio Management LLC

Garrison, NY
BUY
 -
125
+ 0.57%
$12.1K - $12.2K
22.2K $2.23M
Nov 13, 2023 Q3 2023
Invesco Ltd.

Atlanta, GA
BUY
 -
120
+ 2.49%
$11.6K - $11.7K
4.94K $496K
Nov 13, 2023 Q3 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
118
+ 0.15%
$11.4K - $11.5K
76.3K $7.67M
Nov 13, 2023 Q3 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
113
New
$10.9K - $11K
113 $11.4K
Oct 20, 2023 Q3 2023
Prairie View Partners, LLC

BUY
 -
112
+ 40.88%
$10.8K - $10.9K
386 $38.8K
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
102
New
$9.87K - $9.95K
102 $10.2K
Nov 13, 2023 Q3 2023
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
101
+ 1.41%
$9.77K - $9.85K
7.27K $730K
Oct 13, 2023 Q3 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
100
+ 1.05%
$9.67K - $9.76K
9.62K $966K
Oct 11, 2023 Q3 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
84
New
$8.13K - $8.2K
84 $8.44K
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

BUY
 -
83
New
$8.03K - $8.1K
83 $8.34K
Oct 12, 2023 Q3 2023
Market Street Wealth Management Advisors LLC

BUY
 -
81
+ 3.09%
$7.84K - $7.9K
2.7K $271K
Oct 31, 2023 Q3 2023
Live Oak Investment Partners

Austin, TX
BUY
 -
78
+ 390.0%
$7.54K - $7.61K
98 $9.85K
Nov 15, 2023 Q3 2023
Orion Capital Management LLC

BUY
 -
77
New
$7.45K - $7.51K
77 $7.74K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
67
+ 10.37%
$6.48K - $6.54K
713 $71.6K
Aug 08, 2024 Q3 2023
Syntrinsic LLC

Denver, CO
BUY
 -
66
New
$6.38K - $6.44K
66 $6.63K
Nov 14, 2023 Q3 2023
Sharper & Granite LLC

El Segundo, CA
BUY
 -
65
+ 0.33%
$6.29K - $6.34K
20K $2.01M
Nov 07, 2023 Q3 2023
Motco

BUY
 -
63
New
$6.09K - $6.15K
63 $6.33K
Nov 13, 2023 Q3 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
62
+ 1.04%
$6K - $6.05K
6K $603K

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