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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2022
Q4 2021
|
Crestmont Private Wealth LLC
|
BUY
|
- |
391New |
$41.1K - $41.8K
|
391
$39.2K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
378+ 24.23% |
$39.8K - $40.4K
|
1.94K
$195K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
339+ 1.05% |
$35.7K - $36.3K
|
32.7K
$3.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
330+ 2.77% |
$34.7K - $35.3K
|
12.3K
$1.23M
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
259+ 12.08% |
$27.2K - $27.7K
|
2.4K
$241K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
257+ 4.12% |
$27K - $27.5K
|
6.5K
$652K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
250+ 3.57% |
$26.3K - $26.8K
|
7.26K
$728K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
239+ 5.64% |
$25.1K - $25.6K
|
4.48K
$450K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
231New |
$24.3K - $24.7K
|
231
$23.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
221+ 1.82% |
$23.3K - $23.6K
|
12.4K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
219+ 811.11% |
$23K - $23.4K
|
246
$24.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
196+ 0.13% |
$20.6K - $21K
|
153K
$15.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
193+ 9.65% |
$20.3K - $20.7K
|
2.19K
$220K
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
190New |
$20K - $20.3K
|
190
$19.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
182+ 0.18% |
$19.1K - $19.5K
|
101K
$10.2M
|
|
|
Feb 13, 2024
Q4 2021
|
United Community Bank
Greenville, SC |
BUY
|
- |
163New |
$17.1K - $17.4K
|
163
$16.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
129+ 3.27% |
$13.6K - $13.8K
|
4.08K
$409K
|
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
128+ 2.01% |
$13.5K - $13.7K
|
6.49K
$651K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
113New |
$11.9K - $12.1K
|
113
$11.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
BUY
|
- |
112+ 0.98% |
$11.8K - $12K
|
11.5K
$1.15M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
100New |
$10.5K - $10.7K
|
100
$10K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
77+ 2.55% |
$8.1K - $8.24K
|
3.1K
$311K
|
|
|
Jan 20, 2022
Q4 2021
|
Pflug Koory, LLC
|
BUY
|
- |
75New |
$7.89K - $8.03K
|
75
$7.53K
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
75New |
$7.89K - $8.03K
|
75
$7.53K
|
|
|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
BUY
|
- |
72+ 3.64% |
$7.58K - $7.7K
|
2.05K
$206K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
71New |
$7.47K - $7.6K
|
71
$7.13K
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
65+ 2.53% |
$6.84K - $6.96K
|
2.63K
$264K
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
64+ 0.76% |
$6.73K - $6.85K
|
8.52K
$856K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
60+ 1.09% |
$6.31K - $6.42K
|
5.55K
$557K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
56New |
$5.89K - $5.99K
|
56
$5.62K
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
42+ 2.0% |
$4.42K - $4.49K
|
2.14K
$215K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
41New |
$4.31K - $4.39K
|
41
$4.12K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
35+ 0.08% |
$3.68K - $3.75K
|
41.4K
$4.16M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
31New |
$3.26K - $3.32K
|
31
$3.11K
|
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
27+ 1.11% |
$2.84K - $2.89K
|
2.46K
$247K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
25New |
$2.63K - $2.68K
|
25
$2.51K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
23New |
$2.42K - $2.46K
|
23
$2.31K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
23+ 0.9% |
$2.42K - $2.46K
|
2.58K
$259K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
22+ 1.07% |
$2.31K - $2.35K
|
2.09K
$209K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
21+ 1.09% |
$2.21K - $2.25K
|
1.95K
$196K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
17+ 0.87% |
$1.79K - $1.82K
|
1.96K
$197K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
16+ 0.92% |
$1.68K - $1.71K
|
1.75K
$175K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
15New |
$1.58K - $1.61K
|
15
$1.51K
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
6New |
$631 - $642
|
6
$602
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4New |
$421 - $428
|
4
$402
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.2% |
$105 - $107
|
491
$49.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1New |
$105 - $107
|
1
$100
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
1+ 0.02% |
$105 - $107
|
5.56K
$558K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1Closed |
$105 - $107
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2Closed |
$210 - $214
|
0
$0
|