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 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
59+ 1.61% |
$5.71K - $5.76K
|
3.73K
$375K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
58+ 1.04% |
$5.61K - $5.66K
|
5.62K
$565K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
54+ 2700.0% |
$5.22K - $5.27K
|
56
$5.63K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
54+ 150.0% |
$5.22K - $5.27K
|
90
$9.04K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
48+ 0.96% |
$4.64K - $4.68K
|
5.07K
$509K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
46New |
$4.45K - $4.49K
|
46
$4.62K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
38+ 1.0% |
$3.68K - $3.71K
|
3.83K
$384K
|
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
35+ 0.16% |
$3.39K - $3.41K
|
21.5K
$2.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
33+ 1.37% |
$3.19K - $3.22K
|
2.45K
$246K
|
|
|
Oct 23, 2023
Q3 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
28+ 1.05% |
$2.71K - $2.73K
|
2.68K
$270K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
24+ 0.49% |
$2.32K - $2.34K
|
4.92K
$495K
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
22+ 0.18% |
$2.13K - $2.15K
|
12K
$1.21M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
21+ 38.89% |
$2.03K - $2.05K
|
75
$7.54K
|
|
|
Nov 09, 2023
Q3 2023
|
Mercer Investments LLC
|
BUY
|
- |
13+ 1.06% |
$1.26K - $1.27K
|
1.23K
$124K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
12+ 0.12% |
$1.16K - $1.17K
|
10.3K
$1.03M
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
10New |
$967 - $976
|
10
$1K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
10+ 38.46% |
$967 - $976
|
36
$3.62K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 22.73% |
$484 - $488
|
27
$2.71K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 250.0% |
$484 - $488
|
7
$703
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
4+ 1.0% |
$387 - $390
|
404
$40.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 18.75% |
$290 - $293
|
19
$1.91K
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2+ 0.07% |
$193 - $195
|
3.07K
$308K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.88% |
$193 - $195
|
230
$23.1K
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1+ 0.03% |
$96.7 - $97.6
|
3.01K
$302K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$96.7 - $97.6
|
472
$47.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-2- 1.5% |
$193 - $195
|
131
$13.2K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-4- 0.79% |
$387 - $390
|
504
$50.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 0.24% |
$484 - $488
|
2.07K
$208K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-5- 2.03% |
$484 - $488
|
241
$24.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-14- 0.62% |
$1.35K - $1.37K
|
2.26K
$227K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-16- 57.14% |
$1.55K - $1.56K
|
12
$1.21K
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.11% |
$1.74K - $1.76K
|
16.8K
$1.68M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-19- 2.05% |
$1.84K - $1.85K
|
910
$91.4K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-22- 50.0% |
$2.13K - $2.15K
|
22
$2.21K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-24- 0.29% |
$2.32K - $2.34K
|
8.29K
$833K
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-30- 1.34% |
$2.9K - $2.93K
|
2.21K
$222K
|
|
|
Oct 18, 2023
Q3 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-30- 0.06% |
$2.9K - $2.93K
|
49.8K
$5M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-33- 0.68% |
$3.19K - $3.22K
|
4.82K
$484K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-35- 1.15% |
$3.39K - $3.41K
|
3.01K
$302K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-50- 13.19% |
$4.84K - $4.88K
|
329
$33.1K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-51- 25.0% |
$4.93K - $4.98K
|
153
$15.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-51- 25.0% |
$4.93K - $4.98K
|
153
$15.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-55- 1.85% |
$5.32K - $5.37K
|
2.91K
$292K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-56- 9.4% |
$5.42K - $5.46K
|
540
$54.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-62- 0.8% |
$6K - $6.05K
|
7.73K
$777K
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-62- 2.91% |
$6K - $6.05K
|
2.07K
$208K
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-68- 1.07% |
$6.58K - $6.63K
|
6.27K
$630K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-74- 1.77% |
$7.16K - $7.22K
|
4.11K
$413K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-76- 0.75% |
$7.35K - $7.41K
|
10.1K
$1.02M
|