Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
726K+ 16.01% |
$76.4M - $77.7M
|
5.26M
$528M
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
515KNew |
$54.2M - $55.1M
|
515K
$51.7M
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
434K+ 139.75% |
$45.7M - $46.5M
|
745K
$74.9M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
399K+ 26.95% |
$42M - $42.7M
|
1.88M
$189M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
371K+ 38.04% |
$39M - $39.7M
|
1.35M
$135M
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
341KNew |
$35.9M - $36.5M
|
341K
$34.3M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
307K+ 52.43% |
$32.3M - $32.9M
|
893K
$89.8M
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
305KNew |
$32.1M - $32.6M
|
305K
$30.6M
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
298K+ 80.26% |
$31.4M - $31.9M
|
670K
$67.3M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
265K+ 100.73% |
$27.9M - $28.4M
|
529K
$53.2M
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
248K+ 614.39% |
$26.1M - $26.6M
|
289K
$29M
|
|
Feb 14, 2022
Q4 2021
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
244KNew |
$25.7M - $26.2M
|
244K
$24.6M
|
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
220KNew |
$23.2M - $23.6M
|
220K
$22.1M
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
216KNew |
$22.7M - $23.1M
|
216K
$21.7M
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
186K+ 45.47% |
$19.6M - $19.9M
|
596K
$59.9M
|
|
Feb 01, 2022
Q4 2021
|
3 Edge Asset Management, LP
|
BUY
|
- |
168K+ 15.8% |
$17.7M - $18M
|
1.23M
$124M
|
|
Feb 10, 2022
Q4 2021
|
Roof Eidam & Maycock
|
BUY
|
- |
147KNew |
$15.4M - $15.7M
|
147K
$14.7M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
145K+ 26.91% |
$15.3M - $15.5M
|
685K
$68.8M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
135K+ 199.76% |
$14.2M - $14.5M
|
203K
$20.4M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
133K+ 5.56% |
$14M - $14.2M
|
2.52M
$253M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
126K+ 29.72% |
$13.3M - $13.5M
|
551K
$55.4M
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
116KNew |
$12.2M - $12.4M
|
116K
$11.7M
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
115K+ 5440.36% |
$12.1M - $12.3M
|
117K
$11.7M
|
|
Jan 27, 2022
Q4 2021
|
Wiser Wealth Management, Inc
|
BUY
|
- |
111KNew |
$11.7M - $11.9M
|
111K
$11.2M
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
104K+ 31.12% |
$10.9M - $11.1M
|
438K
$44M
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
96.7K+ 2815.57% |
$10.2M - $10.3M
|
100K
$10.1M
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
91.5KNew |
$9.62M - $9.79M
|
91.5K
$9.19M
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
87.2KNew |
$9.18M - $9.33M
|
87.2K
$8.76M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
83.8K+ 6.19% |
$8.81M - $8.96M
|
1.44M
$144M
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
83.6KNew |
$8.79M - $8.94M
|
83.6K
$8.4M
|
|
Feb 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
82KNew |
$8.63M - $8.77M
|
82K
$8.24M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
80.6K+ 18.09% |
$8.48M - $8.63M
|
526K
$52.9M
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
77.5KNew |
$8.16M - $8.3M
|
77.5K
$7.79M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
75.6K+ 2160.27% |
$7.95M - $8.09M
|
79.1K
$7.95M
|
|
Feb 11, 2022
Q4 2021
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
73.9KNew |
$7.78M - $7.91M
|
73.9K
$7.43M
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
71.7KNew |
$7.54M - $7.67M
|
71.7K
$7.2M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
69.1K+ 61.61% |
$7.27M - $7.4M
|
181K
$18.2M
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
62.4K+ 766.47% |
$6.56M - $6.67M
|
70.5K
$7.08M
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
61.7KNew |
$6.49M - $6.6M
|
61.7K
$6.2M
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
57.8KNew |
$6.08M - $6.18M
|
57.8K
$5.81M
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
57.3K+ 98.97% |
$6.03M - $6.13M
|
115K
$11.6M
|
|
Jan 21, 2022
Q4 2021
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
56.7KNew |
$5.97M - $6.07M
|
56.7K
$5.7M
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
55.8K+ 49.44% |
$5.87M - $5.97M
|
169K
$16.9M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
53.8K+ 16.6% |
$5.66M - $5.76M
|
378K
$38M
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
53.4KNew |
$5.61M - $5.71M
|
53.4K
$5.36M
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
51K+ 1269.65% |
$5.37M - $5.46M
|
55K
$5.53M
|
|
Feb 14, 2022
Q4 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
48.9K+ 103.6% |
$5.15M - $5.24M
|
96.2K
$9.66M
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
47.9KNew |
$5.04M - $5.13M
|
47.9K
$4.82M
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
47.2KNew |
$4.97M - $5.05M
|
47.2K
$4.74M
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
44.7K+ 956.1% |
$4.7M - $4.78M
|
49.3K
$4.96M
|