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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-848- 12.16% |
$83.9K - $86.1K
|
6.13K
$625K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-864- 5.34% |
$85.5K - $87.7K
|
15.3K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-883- 16.28% |
$87.4K - $89.6K
|
4.54K
$463K
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-884- 6.49% |
$87.5K - $89.7K
|
12.7K
$1.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-891- 29.96% |
$88.2K - $90.4K
|
2.08K
$212K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-893- 5.49% |
$88.4K - $90.6K
|
15.4K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-900- 7.07% |
$89.1K - $91.4K
|
11.8K
$1.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-909- 6.38% |
$90K - $92.3K
|
13.3K
$1.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-925- 1.91% |
$91.6K - $93.9K
|
47.4K
$4.83M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-953- 54.74% |
$94.3K - $96.7K
|
788
$80.4K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-966- 3.75% |
$95.6K - $98.1K
|
24.8K
$2.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-976- 24.39% |
$96.6K - $99.1K
|
3.03K
$309K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1K- 28.39% |
$99.3K - $102K
|
2.53K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.02K- 11.75% |
$101K - $104K
|
7.66K
$781K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.11K- 3.11% |
$110K - $113K
|
34.6K
$3.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.12K- 0.62% |
$111K - $113K
|
178K
$18.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-1.17K- 6.53% |
$115K - $118K
|
16.7K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.28K- 11.72% |
$126K - $130K
|
9.62K
$981K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.28K- 26.12% |
$127K - $130K
|
3.61K
$369K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-1.28K- 0.9% |
$127K - $130K
|
142K
$14.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-1.33K- 31.32% |
$132K - $135K
|
2.92K
$297K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.34K- 4.0% |
$133K - $136K
|
32.2K
$3.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.37K- 5.81% |
$136K - $139K
|
22.3K
$2.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.39K- 17.97% |
$137K - $141K
|
6.33K
$646K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.4K- 14.97% |
$138K - $142K
|
7.95K
$810K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.45K- 91.17% |
$143K - $147K
|
140
$14.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.49K- 26.9% |
$147K - $151K
|
4.04K
$412K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.51K- 1.69% |
$149K - $153K
|
87.9K
$8.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.55K- 16.94% |
$153K - $157K
|
7.58K
$773K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.74K- 19.92% |
$172K - $176K
|
6.98K
$712K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.76K- 13.56% |
$175K - $179K
|
11.2K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.78K- 40.61% |
$177K - $181K
|
2.61K
$266K
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-1.83K- 1.53% |
$181K - $186K
|
118K
$12M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.83K- 16.71% |
$181K - $186K
|
9.11K
$929K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.92K- 1.06% |
$190K - $195K
|
180K
$18.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-1.93K- 25.47% |
$191K - $196K
|
5.64K
$575K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-2.03K- 20.24% |
$201K - $206K
|
8.01K
$817K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.04K- 11.13% |
$201K - $207K
|
16.3K
$1.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.15K- 18.25% |
$212K - $218K
|
9.61K
$980K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-2.19K- 15.17% |
$216K - $222K
|
12.2K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.19K- 3.72% |
$217K - $223K
|
56.8K
$5.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-2.21K- 25.75% |
$219K - $225K
|
6.38K
$651K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.22K- 1.65% |
$220K - $226K
|
133K
$13.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.23K- 4.62% |
$221K - $226K
|
46.1K
$4.7M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.23K- 3.26% |
$221K - $226K
|
66.1K
$6.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.26K- 26.75% |
$224K - $229K
|
6.19K
$631K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.33K- 15.22% |
$231K - $237K
|
13K
$1.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.35K- 16.05% |
$233K - $239K
|
12.3K
$1.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-2.42K- 31.02% |
$239K - $246K
|
5.38K
$549K
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-2.52K- 38.66% |
$249K - $255K
|
3.99K
$407K
|