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 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-457- 4.17% |
$44.2K - $44.6K
|
10.5K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-465- 13.0% |
$45K - $45.4K
|
3.11K
$313K
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
SELL
|
- |
-465- 1.43% |
$45K - $45.4K
|
32.2K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-472- 11.28% |
$45.7K - $46K
|
3.71K
$373K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-493- 19.63% |
$47.7K - $48.1K
|
2.02K
$203K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-517- 1.26% |
$50K - $50.4K
|
40.5K
$4.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-566- 21.01% |
$54.7K - $55.2K
|
2.13K
$214K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-566- 6.58% |
$54.7K - $55.2K
|
8.04K
$808K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-576- 6.97% |
$55.7K - $56.2K
|
7.69K
$772K
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-588- 3.05% |
$56.9K - $57.4K
|
18.7K
$1.88M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-602- 0.38% |
$58.2K - $58.7K
|
157K
$15.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-607- 5.17% |
$58.7K - $59.2K
|
11.1K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-618- 6.3% |
$59.8K - $60.3K
|
9.2K
$924K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-623- 4.8% |
$60.3K - $60.8K
|
12.4K
$1.24M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-625- 0.74% |
$60.5K - $61K
|
84.3K
$8.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-627- 20.51% |
$60.6K - $61.2K
|
2.43K
$244K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-640- 20.75% |
$61.9K - $62.4K
|
2.44K
$246K
|
|
|
Nov 08, 2023
Q3 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-655- 6.92% |
$63.4K - $63.9K
|
8.81K
$885K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-659- 32.53% |
$63.7K - $64.3K
|
1.37K
$137K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-678- 38.83% |
$65.6K - $66.1K
|
1.07K
$107K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-679- 8.06% |
$65.7K - $66.2K
|
7.75K
$779K
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-681- 23.88% |
$65.9K - $66.4K
|
2.17K
$218K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-684- 32.22% |
$66.2K - $66.7K
|
1.44K
$145K
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-708- 4.17% |
$68.5K - $69.1K
|
16.3K
$1.63M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-725- 4.92% |
$70.1K - $70.7K
|
14K
$1.41M
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-783- 10.52% |
$75.7K - $76.4K
|
6.66K
$669K
|
|
|
Oct 19, 2023
Q3 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-807- 1.18% |
$78.1K - $78.7K
|
67.3K
$6.77M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-814- 24.47% |
$78.7K - $79.4K
|
2.51K
$253K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-840- 19.35% |
$81.3K - $82K
|
3.5K
$352K
|
|
|
Nov 09, 2023
Q3 2023
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-867- 7.81% |
$83.9K - $84.6K
|
10.2K
$1.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-868- 3.29% |
$84K - $84.7K
|
25.5K
$2.56M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-870- 3.07% |
$84.2K - $84.9K
|
27.5K
$2.76M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-937- 1.92% |
$90.6K - $91.4K
|
47.8K
$4.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1K- 12.05% |
$96.7K - $97.6K
|
7.3K
$734K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.02K- 12.79% |
$98.7K - $99.5K
|
6.96K
$699K
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
SELL
|
- |
-1.02K- 2.49% |
$99K - $99.8K
|
40.1K
$4.03M
|
|
|
Oct 30, 2023
Q3 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-1.02K- 18.62% |
$99.1K - $99.9K
|
4.48K
$450K
|
|
|
Nov 13, 2023
Q3 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.04K- 1.72% |
$101K - $102K
|
59.5K
$5.98M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.05K- 15.21% |
$101K - $102K
|
5.85K
$588K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.06K- 7.79% |
$103K - $104K
|
12.6K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1.08K- 23.3% |
$104K - $105K
|
3.54K
$356K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.08K- 7.82% |
$104K - $105K
|
12.7K
$1.28M
|
|
|
Jan 12, 2024
Q3 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-1.09K- 1.04% |
$105K - $106K
|
103K
$10.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.13K- 15.52% |
$109K - $110K
|
6.13K
$616K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1.17K- 22.19% |
$113K - $114K
|
4.1K
$412K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.21K- 1.78% |
$117K - $118K
|
66.9K
$6.72M
|
|
|
Nov 02, 2023
Q3 2023
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-1.23K- 1.15% |
$119K - $120K
|
105K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.25K- 17.19% |
$121K - $122K
|
6.03K
$606K
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.3K- 62.82% |
$126K - $127K
|
770
$77.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.31K- 2.29% |
$126K - $127K
|
55.8K
$5.6M
|