Purchases and Sales Made in Q3 2024 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 2024. 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 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
92New |
$9.11K - $9.34K
|
92
$9.38K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
92+ 0.62% |
$9.11K - $9.34K
|
15K
$1.53M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
91+ 3.13% |
$9.01K - $9.24K
|
3K
$306K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
87+ 0.63% |
$8.61K - $8.83K
|
13.9K
$1.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
81+ 3.35% |
$8.02K - $8.22K
|
2.5K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
77+ 0.43% |
$7.62K - $7.82K
|
17.9K
$1.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
69+ 0.45% |
$6.83K - $7K
|
15.5K
$1.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
68+ 2.17% |
$6.73K - $6.9K
|
3.2K
$326K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
68New |
$6.73K - $6.9K
|
68
$6.94K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
67+ 12.38% |
$6.63K - $6.8K
|
608
$62K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
57+ 57.0% |
$5.64K - $5.79K
|
157
$16K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
57+ 0.11% |
$5.64K - $5.79K
|
53.4K
$5.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
55+ 0.34% |
$5.44K - $5.58K
|
16.1K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
50+ 10.64% |
$4.95K - $5.08K
|
520
$53K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50+ 0.16% |
$4.95K - $5.08K
|
31.5K
$3.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
BUY
|
- |
45+ 1.13% |
$4.45K - $4.57K
|
4.03K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
41+ 0.44% |
$4.06K - $4.16K
|
9.37K
$955K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
40+ 0.09% |
$3.96K - $4.06K
|
42.3K
$4.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
35New |
$3.46K - $3.55K
|
35
$3.57K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
33+ 0.38% |
$3.27K - $3.35K
|
8.66K
$883K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
31+ 0.63% |
$3.07K - $3.15K
|
4.99K
$509K
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
30+ 1.09% |
$2.97K - $3.05K
|
2.77K
$283K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
25New |
$2.47K - $2.54K
|
25
$2.55K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18+ 1.03% |
$1.78K - $1.83K
|
1.76K
$180K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
16+ 0.59% |
$1.58K - $1.62K
|
2.73K
$278K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
14+ 6.09% |
$1.39K - $1.42K
|
244
$24.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
13New |
$1.29K - $1.32K
|
13
$1.33K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
13New |
$1.29K - $1.32K
|
13
$1.33K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
12+ 23.53% |
$1.19K - $1.22K
|
63
$6.43K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8+ 0.07% |
$792 - $812
|
11.7K
$1.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
6+ 0.09% |
$594 - $609
|
7.06K
$720K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6+ 5.36% |
$594 - $609
|
118
$12K
|
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
6+ 0.06% |
$594 - $609
|
10.6K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
6+ 1.2% |
$594 - $609
|
508
$51.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.51% |
$495 - $508
|
984
$100K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
5New |
$495 - $508
|
5
$510
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
5+ 0.73% |
$495 - $508
|
688
$70.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
4+ 0.02% |
$396 - $406
|
24K
$2.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 0.14% |
$297 - $305
|
2.16K
$221K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3+ 0.01% |
$297 - $305
|
29.8K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2+ 7.14% |
$198 - $203
|
30
$3.06K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2+ 0.02% |
$198 - $203
|
8.91K
$909K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1+ 0.02% |
$99 - $102
|
5.82K
$594K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.61% |
$99 - $102
|
164
$16.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1New |
$99 - $102
|
1
$102
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.01% |
$99 - $102
|
12.7K
$1.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 25.0% |
$99 - $102
|
3
$306
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2- 50.0% |
$198 - $203
|
2
$204
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3- 0.04% |
$297 - $305
|
6.95K
$709K
|