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 |
|---|---|---|---|---|---|---|---|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
6.82K+ 10.55% |
$717K - $730K
|
71.5K
$7.18M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.82KNew |
$717K - $729K
|
6.82K
$685K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
6.64K+ 6.42% |
$699K - $711K
|
110K
$11.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Tanager Wealth Management LLP
|
BUY
|
- |
6.63KNew |
$697K - $709K
|
6.63K
$666K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
6.57K+ 9.07% |
$691K - $703K
|
79K
$7.94M
|
|
|
Jan 13, 2022
Q4 2021
|
Parkside Advisors LLC
|
BUY
|
- |
6.56K+ 7.97% |
$690K - $702K
|
88.9K
$8.93M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
6.54K+ 4.95% |
$688K - $699K
|
139K
$13.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.49K+ 45.69% |
$683K - $694K
|
20.7K
$2.08M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
6.45KNew |
$679K - $690K
|
6.45K
$648K
|
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
BUY
|
- |
6.42KNew |
$675K - $687K
|
6.42K
$645K
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
6.26K+ 30.13% |
$659K - $670K
|
27K
$2.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
6.13K+ 7.0% |
$645K - $656K
|
93.7K
$9.41M
|
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
BUY
|
- |
6.13K+ 3.63% |
$645K - $656K
|
175K
$17.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.03K+ 14.14% |
$635K - $646K
|
48.7K
$4.89M
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
5.93K+ 7.69% |
$623K - $634K
|
83K
$8.34M
|
|
|
Jan 26, 2022
Q4 2021
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
5.92KNew |
$623K - $633K
|
5.92K
$595K
|
|
|
Jan 20, 2022
Q4 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
5.86K+ 5.98% |
$616K - $627K
|
104K
$10.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
5.58K+ 14.44% |
$587K - $597K
|
44.2K
$4.44M
|
|
|
Jan 03, 2022
Q4 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
5.56K+ 32.64% |
$585K - $595K
|
22.6K
$2.27M
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
5.4K+ 21.64% |
$568K - $578K
|
30.4K
$3.05M
|
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
5.35K+ 8.1% |
$563K - $573K
|
71.4K
$7.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.27KNew |
$555K - $564K
|
5.27K
$530K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.19K+ 56.96% |
$546K - $555K
|
14.3K
$1.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
5.17K+ 32.24% |
$544K - $553K
|
21.2K
$2.13M
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
BUY
|
- |
5.16K+ 5.56% |
$543K - $553K
|
98.1K
$9.85M
|
|
|
Jan 12, 2022
Q4 2021
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
5.06K+ 16.48% |
$532K - $542K
|
35.8K
$3.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.99K+ 11.67% |
$525K - $534K
|
47.7K
$4.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
4.88K+ 5.73% |
$513K - $522K
|
90K
$9.04M
|
|
|
Jan 31, 2022
Q4 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.82K+ 11.02% |
$507K - $515K
|
48.5K
$4.88M
|
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4.75K+ 16.52% |
$500K - $508K
|
33.5K
$3.37M
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
4.74K+ 2.85% |
$499K - $507K
|
171K
$17.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Verity Wealth Advisors
|
BUY
|
- |
4.69KNew |
$494K - $502K
|
4.69K
$472K
|
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
4.69KNew |
$493K - $502K
|
4.69K
$471K
|
|
|
Feb 10, 2022
Q4 2021
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
4.58K+ 3.02% |
$482K - $490K
|
156K
$15.7M
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
4.46KNew |
$470K - $478K
|
4.46K
$448K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.45K+ 23.71% |
$468K - $476K
|
23.2K
$2.33M
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
4.43KNew |
$466K - $474K
|
4.43K
$445K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
4.36KNew |
$458K - $466K
|
4.36K
$438K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.35K+ 41.07% |
$458K - $466K
|
15K
$1.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.26KNew |
$448K - $456K
|
4.26K
$428K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.12KNew |
$434K - $441K
|
4.12K
$414K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.09K+ 34.24% |
$430K - $437K
|
16K
$1.61M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.03K+ 10.11% |
$424K - $431K
|
43.9K
$4.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Quaker Wealth Management, LLC
|
BUY
|
- |
4.02K+ 5.22% |
$422K - $430K
|
80.9K
$8.13M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.84K+ 44.59% |
$404K - $411K
|
12.5K
$1.25M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.8KNew |
$400K - $407K
|
3.8K
$382K
|
|
|
Jan 28, 2022
Q4 2021
|
New Capital Management LP
|
BUY
|
- |
3.63K+ 3.43% |
$382K - $389K
|
109K
$11M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3.62K+ 51.19% |
$381K - $388K
|
10.7K
$1.07M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.53KNew |
$372K - $378K
|
3.53K
$355K
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
3.53K+ 3.69% |
$372K - $378K
|
99.2K
$9.97M
|