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
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
13.8K+ 17.82% |
$1.45M - $1.47M
|
90.9K
$9.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13.7KNew |
$1.44M - $1.46M
|
13.7K
$1.37M
|
|
|
Jan 18, 2022
Q4 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
13.4K+ 24.66% |
$1.41M - $1.43M
|
67.7K
$6.81M
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
13.3K+ 14.48% |
$1.4M - $1.42M
|
105K
$10.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
13.2K+ 2.91% |
$1.39M - $1.42M
|
468K
$47M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
13.2KNew |
$1.38M - $1.41M
|
13.2K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
12.4K+ 24.38% |
$1.31M - $1.33M
|
63.5K
$6.38M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
12.3KNew |
$1.29M - $1.31M
|
12.3K
$1.23M
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
12.2K+ 11.05% |
$1.29M - $1.31M
|
123K
$12.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12K+ 10.46% |
$1.27M - $1.29M
|
127K
$12.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
12KNew |
$1.26M - $1.28M
|
12K
$1.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
11.8K+ 257.32% |
$1.24M - $1.26M
|
16.3K
$1.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
11.6K+ 12.31% |
$1.22M - $1.24M
|
106K
$10.6M
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
11.5KNew |
$1.21M - $1.23M
|
11.5K
$1.16M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.4K+ 29.41% |
$1.2M - $1.22M
|
50K
$5.02M
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
11K+ 25.2% |
$1.16M - $1.18M
|
54.9K
$5.52M
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
11KNew |
$1.16M - $1.18M
|
11K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
10.9KNew |
$1.15M - $1.17M
|
10.9K
$1.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
10.6KNew |
$1.12M - $1.14M
|
10.6K
$1.07M
|
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
BUY
|
- |
10.6K+ 40.19% |
$1.12M - $1.13M
|
37K
$3.72M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
10.6KNew |
$1.11M - $1.13M
|
10.6K
$1.06M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
10.4K+ 71.45% |
$1.1M - $1.12M
|
25K
$2.51M
|
|
|
Mar 24, 2022
Q4 2021
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
10.3KNew |
$1.09M - $1.11M
|
10.3K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
9.94K+ 5.14% |
$1.05M - $1.06M
|
203K
$20.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.89K+ 145.92% |
$1.04M - $1.06M
|
16.7K
$1.68M
|
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
9.83K+ 55.47% |
$1.03M - $1.05M
|
27.6K
$2.77M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
9.81KNew |
$1.03M - $1.05M
|
9.81K
$985K
|
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
9.45K+ 9.03% |
$994K - $1.01M
|
114K
$11.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
9.29K+ 7.09% |
$977K - $994K
|
140K
$14.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
9.15K+ 15.85% |
$962K - $979K
|
66.8K
$6.71M
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
9.1K+ 4.73% |
$957K - $973K
|
201K
$20.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.08KNew |
$956K - $972K
|
9.08K
$913K
|
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
9.04K+ 7.2% |
$951K - $967K
|
135K
$13.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8.73K+ 168.81% |
$918K - $934K
|
13.9K
$1.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
8.6KNew |
$905K - $920K
|
8.6K
$864K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
8.6KNew |
$905K - $920K
|
8.6K
$864K
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
8.53KNew |
$897K - $913K
|
8.53K
$857K
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.39K+ 13.6% |
$883K - $898K
|
70.1K
$7.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
8.29K+ 55273.33% |
$872K - $887K
|
8.31K
$835K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.24K+ 14.43% |
$867K - $881K
|
65.3K
$6.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
8.13K+ 10.02% |
$855K - $870K
|
89.3K
$8.97M
|
|
|
Jan 12, 2022
Q4 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
7.98K+ 5.28% |
$839K - $854K
|
159K
$16M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.62KNew |
$801K - $815K
|
7.62K
$765K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
7.52K+ 13.32% |
$791K - $805K
|
64K
$6.43M
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
7.52KNew |
$791K - $804K
|
7.52K
$755K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
7.48K+ 334.8% |
$787K - $800K
|
9.71K
$976K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.22K+ 92.56% |
$760K - $772K
|
15K
$1.51M
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7.08K+ 2.34% |
$745K - $758K
|
310K
$31.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
7KNew |
$736K - $748K
|
7K
$703K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
6.86K+ 156.77% |
$721K - $734K
|
11.2K
$1.13M
|