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 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-84- 0.71% |
$8.13K - $8.2K
|
11.7K
$1.18M
|
|
|
Oct 23, 2023
Q3 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-90- 0.27% |
$8.71K - $8.78K
|
33.3K
$3.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-100- 1.33% |
$9.67K - $9.76K
|
7.43K
$746K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-101- 1.1% |
$9.77K - $9.85K
|
9.07K
$911K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-102- 3.92% |
$9.87K - $9.95K
|
2.5K
$251K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-105- 29.75% |
$10.2K - $10.2K
|
248
$24.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-105- 29.75% |
$10.2K - $10.2K
|
248
$24.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-113- 9.24% |
$10.9K - $11K
|
1.11K
$112K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-119- 2.5% |
$11.5K - $11.6K
|
4.65K
$467K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-126- 1.05% |
$12.2K - $12.3K
|
11.9K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-126- 81.82% |
$12.2K - $12.3K
|
28
$2.81K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-127- 19.04% |
$12.3K - $12.4K
|
540
$54.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-142- 12.71% |
$13.7K - $13.9K
|
975
$98K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-145- 1.44% |
$14K - $14.1K
|
9.91K
$996K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-150- 50.0% |
$14.5K - $14.6K
|
150
$15.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-155- 0.14% |
$15K - $15.1K
|
112K
$11.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-156- 1.85% |
$15.1K - $15.2K
|
8.26K
$830K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-160- 4.04% |
$15.5K - $15.6K
|
3.8K
$382K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-175- 0.82% |
$16.9K - $17.1K
|
21.1K
$2.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-182- 9.62% |
$17.6K - $17.8K
|
1.71K
$172K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-190- 15.81% |
$18.4K - $18.5K
|
1.01K
$102K
|
|
|
Oct 20, 2023
Q3 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-195- 2.2% |
$18.9K - $19K
|
8.67K
$871K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-204- 3.92% |
$19.7K - $19.9K
|
5K
$503K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-204- 1.74% |
$19.7K - $19.9K
|
11.5K
$1.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-204- 2.78% |
$19.7K - $19.9K
|
7.13K
$716K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-208- 1.37% |
$20.1K - $20.3K
|
14.9K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-220- 3.86% |
$21.3K - $21.5K
|
5.49K
$551K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-222- 4.86% |
$21.5K - $21.7K
|
4.35K
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-236- 2.13% |
$22.8K - $23K
|
10.8K
$1.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-238- 0.14% |
$23K - $23.2K
|
172K
$17.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-245- 4.52% |
$23.7K - $23.9K
|
5.18K
$520K
|
|
|
Oct 30, 2023
Q3 2023
|
Matrix Trust CO
|
SELL
|
- |
-245- 26.29% |
$23.7K - $23.9K
|
687
$69K
|
|
|
Oct 10, 2023
Q3 2023
|
Madden Securities Corp
|
SELL
|
- |
-265- 6.59% |
$25.6K - $25.9K
|
3.76K
$377K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-282- 1.05% |
$27.3K - $27.5K
|
26.5K
$2.66M
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-316- 4.14% |
$30.6K - $30.8K
|
7.32K
$735K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-324- 20.02% |
$31.3K - $31.6K
|
1.29K
$130K
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-332- 0.77% |
$32.1K - $32.4K
|
43K
$4.32M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-335- 0.92% |
$32.4K - $32.7K
|
36.2K
$3.64M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-348- 1.23% |
$33.7K - $34K
|
27.9K
$2.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-349- 0.33% |
$33.8K - $34K
|
104K
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-349- 6.2% |
$33.8K - $34K
|
5.28K
$531K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-360- 3.66% |
$34.8K - $35.1K
|
9.48K
$952K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-364- 0.63% |
$35.2K - $35.5K
|
57.4K
$5.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-368- 1.42% |
$35.6K - $35.9K
|
25.6K
$2.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-375- 4.28% |
$36.3K - $36.6K
|
8.38K
$842K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-387- 7.42% |
$37.4K - $37.8K
|
4.83K
$485K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-416- 0.36% |
$40.2K - $40.6K
|
115K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-421- 13.08% |
$40.7K - $41.1K
|
2.8K
$281K
|
|
|
Oct 25, 2023
Q3 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-438- 4.63% |
$42.4K - $42.7K
|
9.03K
$907K
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-450- 5.1% |
$43.5K - $43.9K
|
8.37K
$841K
|