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 26, 2022
Q4 2021
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.91K- 1.13% |
$201K - $204K
|
166K
$16.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.93KClosed |
$203K - $207K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.05K- 5.99% |
$216K - $219K
|
32.2K
$3.23M
|
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.07KClosed |
$218K - $222K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.11K- 5.55% |
$222K - $226K
|
35.9K
$3.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-2.45K- 17.35% |
$258K - $262K
|
11.7K
$1.17M
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.5K- 29.52% |
$263K - $267K
|
5.96K
$599K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.63KClosed |
$277K - $281K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-2.69K- 48.25% |
$283K - $287K
|
2.88K
$289K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.96KClosed |
$311K - $316K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-2.98KClosed |
$313K - $319K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-3.27K- 12.96% |
$344K - $350K
|
22K
$2.21M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.43KClosed |
$361K - $367K
|
0
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.77K- 43.85% |
$397K - $403K
|
4.83K
$485K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.07K- 4.51% |
$428K - $436K
|
86.2K
$8.66M
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-4.09K- 8.92% |
$430K - $437K
|
41.7K
$4.19M
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4.32K- 4.1% |
$455K - $462K
|
101K
$10.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-4.76KClosed |
$501K - $509K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
SELL
|
- |
-4.93K- 30.97% |
$518K - $527K
|
11K
$1.1M
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-5.47K- 32.26% |
$575K - $585K
|
11.5K
$1.15M
|
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-6.01KClosed |
$632K - $643K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.49K- 7.67% |
$683K - $694K
|
78.1K
$7.84M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.51KClosed |
$685K - $696K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.67KClosed |
$912K - $927K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-8.88K- 6.92% |
$934K - $950K
|
119K
$12M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.28K- 78.94% |
$976K - $992K
|
2.48K
$249K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-9.57K- 53.17% |
$1.01M - $1.02M
|
8.43K
$847K
|
|
|
Feb 11, 2022
Q4 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-11.8K- 44.77% |
$1.25M - $1.27M
|
14.6K
$1.47M
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
SELL
|
- |
-13.6K- 23.59% |
$1.43M - $1.46M
|
44.2K
$4.44M
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-14.8KClosed |
$1.55M - $1.58M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-14.9KClosed |
$1.57M - $1.6M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.2K- 4.95% |
$1.59M - $1.62M
|
291K
$29.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-22.6K- 80.0% |
$2.38M - $2.42M
|
5.65K
$567K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-25.4K- 75.3% |
$2.68M - $2.72M
|
8.34K
$838K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-27.1K- 28.89% |
$2.86M - $2.9M
|
66.8K
$6.71M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-40K- 95.93% |
$4.21M - $4.28M
|
1.7K
$171K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-43.3K- 74.32% |
$4.56M - $4.64M
|
15K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-52.2K- 28.08% |
$5.49M - $5.58M
|
134K
$13.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-62.8K- 70.47% |
$6.61M - $6.72M
|
26.3K
$2.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-81.8KClosed |
$8.61M - $8.75M
|
0
$0
|
|
|
Feb 18, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-248K- 85.75% |
$26.1M - $26.5M
|
41.2K
$4.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-535K- 17.35% |
$56.3M - $57.2M
|
2.55M
$256M
|