Purchases and Sales Made in Q4 2022 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 2022. 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 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.99K- 6.74% |
$192K - $195K
|
27.5K
$2.76M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.17K- 4.85% |
$209K - $213K
|
42.5K
$4.27M
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2.2K- 8.59% |
$213K - $216K
|
23.4K
$2.35M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.21K- 50.17% |
$214K - $217K
|
2.2K
$221K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.39K- 11.01% |
$230K - $234K
|
19.3K
$1.94M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.45K- 24.73% |
$236K - $240K
|
7.45K
$749K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.46K- 21.08% |
$238K - $241K
|
9.22K
$926K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.6K- 21.99% |
$251K - $255K
|
9.23K
$927K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.61K- 25.96% |
$252K - $256K
|
7.45K
$749K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-2.7K- 17.43% |
$260K - $264K
|
12.8K
$1.28M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.73K- 28.82% |
$264K - $268K
|
6.75K
$678K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-2.91K- 9.47% |
$281K - $286K
|
27.8K
$2.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.15K- 44.56% |
$304K - $309K
|
3.92K
$394K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-3.22K- 31.43% |
$311K - $316K
|
7.03K
$706K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-3.36K- 21.31% |
$324K - $329K
|
12.4K
$1.24M
|
|
|
Jan 25, 2023
Q4 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-3.43K- 5.89% |
$331K - $337K
|
54.8K
$5.5M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3.45K- 38.71% |
$333K - $338K
|
5.46K
$548K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-3.52K- 32.5% |
$339K - $345K
|
7.3K
$734K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.56K- 23.0% |
$344K - $349K
|
11.9K
$1.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-3.63K- 4.95% |
$351K - $356K
|
69.7K
$7.01M
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-3.74K- 10.01% |
$361K - $367K
|
33.6K
$3.38M
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-3.75K- 2.49% |
$362K - $368K
|
147K
$14.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-3.78K- 17.31% |
$365K - $371K
|
18.1K
$1.81M
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-3.79K- 1.89% |
$366K - $372K
|
197K
$19.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.8K- 3.69% |
$367K - $373K
|
99.1K
$9.96M
|
|
|
Nov 16, 2023
Q4 2022
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-3.89K- 51.06% |
$376K - $382K
|
3.73K
$375K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.06K- 26.61% |
$392K - $398K
|
11.2K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.2K- 73.88% |
$406K - $412K
|
1.49K
$149K
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-4.22K- 14.91% |
$408K - $414K
|
24.1K
$2.42M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.4K- 4.92% |
$425K - $432K
|
85K
$8.54M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.41K- 62.17% |
$426K - $433K
|
2.68K
$270K
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-4.46K- 63.34% |
$431K - $438K
|
2.58K
$260K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.66K- 10.16% |
$450K - $457K
|
41.1K
$4.13M
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-4.78K- 28.0% |
$461K - $469K
|
12.3K
$1.23M
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-4.8K- 28.09% |
$464K - $471K
|
12.3K
$1.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-4.85K- 40.11% |
$468K - $476K
|
7.24K
$727K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-5.03K- 51.81% |
$485K - $493K
|
4.67K
$470K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.16K- 21.92% |
$499K - $507K
|
18.4K
$1.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.24K- 26.73% |
$506K - $514K
|
14.4K
$1.44M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-5.27K- 3.78% |
$509K - $517K
|
134K
$13.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-5.5K- 24.47% |
$531K - $540K
|
17K
$1.71M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.6K- 8.45% |
$541K - $550K
|
60.7K
$6.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.91K- 3.82% |
$571K - $580K
|
149K
$15M
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
SELL
|
- |
-6.06K- 16.06% |
$586K - $595K
|
31.7K
$3.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-6.1K- 69.87% |
$589K - $598K
|
2.63K
$264K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-6.26K- 3.11% |
$604K - $614K
|
195K
$19.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-6.42K- 1.28% |
$620K - $630K
|
495K
$49.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.01K- 3.23% |
$677K - $688K
|
210K
$21.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-7.2K- 49.8% |
$695K - $706K
|
7.26K
$729K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.26K- 7.2% |
$701K - $712K
|
93.6K
$9.41M
|