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 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-7.38K- 26.81% |
$713K - $724K
|
20.1K
$2.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-7.51K- 54.9% |
$726K - $737K
|
6.17K
$620K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.51K- 9.29% |
$726K - $737K
|
73.4K
$7.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-7.7K- 23.65% |
$744K - $755K
|
24.9K
$2.49M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-7.9K- 1.88% |
$763K - $775K
|
412K
$41.4M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-7.98KClosed |
$771K - $783K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.38K- 16.24% |
$809K - $822K
|
43.2K
$4.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-8.61K- 64.16% |
$831K - $844K
|
4.81K
$482K
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-8.65K- 22.58% |
$836K - $849K
|
29.7K
$2.98M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.78K- 35.58% |
$848K - $862K
|
15.9K
$1.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-8.83K- 31.49% |
$853K - $867K
|
19.2K
$1.93M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.51K- 21.16% |
$918K - $933K
|
35.4K
$3.55M
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-9.61K- 33.33% |
$928K - $943K
|
19.2K
$1.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-9.9K- 6.35% |
$956K - $971K
|
146K
$14.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.3K- 3.81% |
$994K - $1.01M
|
260K
$26.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.4K- 6.51% |
$1.01M - $1.02M
|
150K
$15M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-11.3K- 32.17% |
$1.09M - $1.11M
|
23.8K
$2.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-11.7K- 6.45% |
$1.13M - $1.15M
|
169K
$17M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-11.9K- 25.16% |
$1.15M - $1.17M
|
35.5K
$3.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-11.9K- 7.91% |
$1.15M - $1.17M
|
139K
$14M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-12K- 12.25% |
$1.16M - $1.18M
|
86.2K
$8.65M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-12.1K- 53.61% |
$1.17M - $1.19M
|
10.5K
$1.05M
|
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-12.3K- 11.14% |
$1.19M - $1.21M
|
98.3K
$9.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-12.9K- 52.92% |
$1.25M - $1.27M
|
11.5K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-13.4K- 86.61% |
$1.29M - $1.31M
|
2.07K
$208K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-14K- 16.08% |
$1.35M - $1.37M
|
72.9K
$7.32M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-14.2K- 79.57% |
$1.37M - $1.39M
|
3.65K
$366K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-14.5K- 27.48% |
$1.4M - $1.42M
|
38.1K
$3.83M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-14.6K- 19.35% |
$1.41M - $1.44M
|
61K
$6.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-15.1K- 92.93% |
$1.46M - $1.48M
|
1.15K
$115K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-15.4K- 12.39% |
$1.49M - $1.51M
|
109K
$11M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-15.7K- 13.38% |
$1.52M - $1.54M
|
102K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-16.6K- 13.62% |
$1.61M - $1.63M
|
105K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-17.5K- 52.39% |
$1.69M - $1.72M
|
15.9K
$1.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-18.4K- 87.72% |
$1.77M - $1.8M
|
2.57K
$258K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-18.8K- 23.19% |
$1.81M - $1.84M
|
62.1K
$6.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-18.9K- 42.42% |
$1.83M - $1.85M
|
25.7K
$2.57M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-18.9K- 56.79% |
$1.83M - $1.86M
|
14.4K
$1.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-18.9K- 56.79% |
$1.83M - $1.86M
|
14.4K
$1.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-19.5K- 39.36% |
$1.88M - $1.91M
|
30K
$3.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-19.5K- 4.88% |
$1.88M - $1.91M
|
380K
$38.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-19.7K- 50.61% |
$1.9M - $1.93M
|
19.2K
$1.93M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-19.8K- 7.92% |
$1.91M - $1.94M
|
230K
$23.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-20.1K- 41.93% |
$1.94M - $1.97M
|
27.8K
$2.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-22.4K- 90.66% |
$2.16M - $2.2M
|
2.31K
$231K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-24.4K- 47.82% |
$2.36M - $2.39M
|
26.6K
$2.67M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-25.3K- 76.32% |
$2.44M - $2.48M
|
7.85K
$788K
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-28.2K- 91.88% |
$2.72M - $2.76M
|
2.49K
$250K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-28.4K- 23.79% |
$2.74M - $2.79M
|
91.1K
$9.14M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-29.7K- 62.32% |
$2.87M - $2.92M
|
18K
$1.8M
|