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 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.32K- 3.34% |
$128K - $129K
|
38.3K
$3.84M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.39K- 9.48% |
$134K - $135K
|
13.2K
$1.33M
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.42K- 5.16% |
$137K - $138K
|
26K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.43K- 2.31% |
$139K - $140K
|
60.6K
$6.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.46K- 68.37% |
$141K - $142K
|
673
$67.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.52K- 20.12% |
$147K - $148K
|
6.01K
$604K
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.58K- 23.42% |
$153K - $154K
|
5.17K
$520K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.6K- 26.37% |
$155K - $156K
|
4.47K
$449K
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.77K- 28.67% |
$171K - $172K
|
4.4K
$442K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.8K- 9.44% |
$174K - $175K
|
17.2K
$1.73M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.01K- 16.03% |
$194K - $196K
|
10.5K
$1.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.18K- 14.65% |
$211K - $213K
|
12.7K
$1.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-2.19K- 8.77% |
$212K - $214K
|
22.8K
$2.29M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.19K- 21.57% |
$212K - $214K
|
7.98K
$801K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.21K- 1.39% |
$213K - $215K
|
156K
$15.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.21K- 49.47% |
$213K - $215K
|
2.25K
$226K
|
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-2.23K- 16.49% |
$216K - $218K
|
11.3K
$1.13M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.24K- 14.1% |
$217K - $219K
|
13.7K
$1.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.41K- 4.63% |
$233K - $235K
|
49.5K
$4.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-2.44K- 7.76% |
$236K - $238K
|
29K
$2.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-2.45K- 20.51% |
$237K - $239K
|
9.5K
$955K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.46K- 6.69% |
$238K - $240K
|
34.3K
$3.45M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-2.52K- 31.94% |
$244K - $246K
|
5.37K
$540K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.58K- 54.88% |
$249K - $251K
|
2.12K
$213K
|
|
|
Nov 13, 2023
Q3 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-2.58K- 14.33% |
$249K - $251K
|
15.4K
$1.55M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.59K- 26.65% |
$250K - $252K
|
7.12K
$716K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.6K- 3.82% |
$251K - $253K
|
65.3K
$6.57M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.61K- 17.62% |
$253K - $255K
|
12.2K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.66K- 36.26% |
$257K - $259K
|
4.68K
$470K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.68K- 20.05% |
$259K - $261K
|
10.7K
$1.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-2.68K- 27.04% |
$259K - $261K
|
7.23K
$726K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.75K- 42.11% |
$266K - $268K
|
3.77K
$379K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.75K- 27.51% |
$266K - $268K
|
7.25K
$729K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.79K- 20.46% |
$270K - $272K
|
10.8K
$1.09M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-3K- 52.65% |
$290K - $293K
|
2.7K
$271K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.09K- 10.5% |
$298K - $301K
|
26.3K
$2.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-3.17K- 41.43% |
$306K - $309K
|
4.48K
$450K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.2K- 18.84% |
$309K - $312K
|
13.8K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.28K- 15.96% |
$318K - $320K
|
17.3K
$1.74M
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-3.38K- 4.59% |
$327K - $329K
|
70.2K
$7.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.45K- 14.85% |
$334K - $337K
|
19.8K
$1.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-3.46K- 30.7% |
$334K - $337K
|
7.8K
$784K
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-3.49K- 19.19% |
$337K - $340K
|
14.7K
$1.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.52K- 87.56% |
$340K - $343K
|
500
$50.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.6K- 3.38% |
$348K - $351K
|
103K
$10.3M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.65K- 2.71% |
$353K - $356K
|
131K
$13.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.83K- 53.55% |
$371K - $374K
|
3.32K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.89K- 49.27% |
$376K - $379K
|
4.01K
$402K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4K- 5.48% |
$387K - $390K
|
69K
$6.93M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-4.3K- 52.18% |
$416K - $420K
|
3.94K
$396K
|