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
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-4.39K- 1.83% |
$425K - $428K
|
236K
$23.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.91K- 37.83% |
$475K - $479K
|
8.08K
$811K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.98K- 16.91% |
$482K - $486K
|
24.5K
$2.46M
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-4.98K- 41.43% |
$482K - $486K
|
7.05K
$708K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.12K- 24.92% |
$495K - $499K
|
15.4K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-5.2K- 12.36% |
$503K - $507K
|
36.8K
$3.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5.39K- 7.97% |
$521K - $526K
|
62.2K
$6.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-5.45K- 42.11% |
$527K - $532K
|
7.49K
$753K
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-5.63K- 27.16% |
$545K - $549K
|
15.1K
$1.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.11K- 5.91% |
$591K - $596K
|
97.4K
$9.78M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-6.44K- 31.0% |
$623K - $628K
|
14.3K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.5K- 32.2% |
$628K - $634K
|
13.7K
$1.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.63K- 32.86% |
$641K - $647K
|
13.5K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-6.67K- 59.08% |
$645K - $651K
|
4.62K
$464K
|
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-6.68K- 24.75% |
$646K - $652K
|
20.3K
$2.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-6.79K- 16.15% |
$657K - $663K
|
35.3K
$3.54M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-6.92K- 37.55% |
$669K - $675K
|
11.5K
$1.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.18K- 2.34% |
$695K - $701K
|
300K
$30.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.19K- 14.8% |
$695K - $701K
|
41.4K
$4.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-7.24K- 39.68% |
$700K - $706K
|
11K
$1.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.61K- 3.8% |
$736K - $742K
|
193K
$19.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.68K- 0.58% |
$743K - $749K
|
1.32M
$132M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-7.7K- 52.56% |
$745K - $751K
|
6.95K
$698K
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-7.88K- 15.85% |
$762K - $769K
|
41.8K
$4.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-7.9K- 28.11% |
$764K - $771K
|
20.2K
$2.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-8.15K- 16.48% |
$789K - $795K
|
41.3K
$4.15M
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-8.81K- 9.16% |
$852K - $860K
|
87.4K
$8.78M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-9.07K- 62.56% |
$878K - $885K
|
5.43K
$546K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-9.25K- 4.16% |
$895K - $902K
|
213K
$21.4M
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-9.44K- 46.27% |
$913K - $921K
|
11K
$1.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-9.5K- 2.45% |
$919K - $927K
|
379K
$38.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-9.75K- 47.45% |
$943K - $951K
|
10.8K
$1.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-9.84K- 64.75% |
$952K - $960K
|
5.36K
$538K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.3K- 89.16% |
$995K - $1M
|
1.25K
$126K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-10.3K- 30.17% |
$997K - $1.01M
|
23.9K
$2.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.4K- 6.76% |
$1M - $1.01M
|
143K
$14.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-10.7K- 11.48% |
$1.04M - $1.05M
|
82.8K
$8.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-10.9K- 59.75% |
$1.05M - $1.06M
|
7.35K
$738K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-11K- 21.3% |
$1.06M - $1.07M
|
40.5K
$4.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-11K- 9.24% |
$1.07M - $1.08M
|
109K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-11.3K- 1.58% |
$1.09M - $1.1M
|
704K
$70.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-11.4K- 13.84% |
$1.1M - $1.11M
|
71.1K
$7.14M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-11.4K- 13.84% |
$1.1M - $1.11M
|
71.1K
$7.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.4K- 14.55% |
$1.11M - $1.12M
|
67.1K
$6.74M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-11.7K- 3.41% |
$1.14M - $1.15M
|
333K
$33.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-13.2K- 46.49% |
$1.28M - $1.29M
|
15.2K
$1.53M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-14K- 60.2% |
$1.35M - $1.36M
|
9.22K
$927K
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-14.1K- 9.43% |
$1.36M - $1.37M
|
135K
$13.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-16K- 58.22% |
$1.54M - $1.56M
|
11.4K
$1.15M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-16K- 76.93% |
$1.55M - $1.56M
|
4.8K
$482K
|