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
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-30.2K- 18.31% |
$2.92M - $2.97M
|
135K
$13.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-30.6K- 40.71% |
$2.96M - $3.01M
|
44.6K
$4.48M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-31.7K- 33.75% |
$3.06M - $3.11M
|
62.3K
$6.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-31.8K- 28.52% |
$3.07M - $3.12M
|
79.7K
$8M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-32.5K- 61.11% |
$3.14M - $3.19M
|
20.7K
$2.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-33.8K- 28.99% |
$3.26M - $3.31M
|
82.7K
$8.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-34.3K- 48.83% |
$3.31M - $3.37M
|
35.9K
$3.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-35.5K- 22.9% |
$3.42M - $3.48M
|
119K
$12M
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-36K- 14.22% |
$3.48M - $3.53M
|
217K
$21.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-36.6K- 91.42% |
$3.53M - $3.59M
|
3.43K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-37.5K- 99.99% |
$3.62M - $3.68M
|
2
$201
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-40.3K- 48.99% |
$3.89M - $3.95M
|
41.9K
$4.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-44.7K- 48.63% |
$4.32M - $4.38M
|
47.2K
$4.74M
|
|
|
Jan 11, 2023
Q4 2022
|
New Capital Management LP
|
SELL
|
- |
-45K- 20.1% |
$4.34M - $4.41M
|
179K
$18M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-45.3K- 27.73% |
$4.38M - $4.45M
|
118K
$11.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
SELL
|
- |
-57.5K- 64.29% |
$5.55M - $5.64M
|
31.9K
$3.21M
|
|
|
Jan 20, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
SELL
|
- |
-61.3K- 45.25% |
$5.92M - $6.01M
|
74.1K
$7.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-68K- 3.73% |
$6.57M - $6.67M
|
1.75M
$176M
|
|
|
Feb 03, 2023
Q4 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-68K- 90.57% |
$6.57M - $6.67M
|
7.08K
$710K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-73.9K- 37.39% |
$7.14M - $7.25M
|
124K
$12.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-75.6K- 35.37% |
$7.3M - $7.42M
|
138K
$13.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-75.6K- 86.57% |
$7.3M - $7.42M
|
11.7K
$1.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-81.7K- 31.06% |
$7.89M - $8.01M
|
181K
$18.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-83.1K- 12.4% |
$8.03M - $8.16M
|
588K
$59M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-83.8K- 83.43% |
$8.09M - $8.22M
|
16.6K
$1.67M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-104K- 7.52% |
$10M - $10.2M
|
1.28M
$128M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-108K- 53.41% |
$10.4M - $10.6M
|
94.2K
$9.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-108K- 13.73% |
$10.4M - $10.6M
|
678K
$68.1M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-109K- 85.14% |
$10.5M - $10.7M
|
19K
$1.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-121K- 76.55% |
$11.7M - $11.9M
|
37K
$3.71M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-127K- 16.7% |
$12.2M - $12.4M
|
631K
$63.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Eagle Capital Management, LLC
|
SELL
|
- |
-130K- 97.02% |
$12.5M - $12.7M
|
3.98K
$400K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-149K- 29.34% |
$14.4M - $14.6M
|
359K
$36M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-154K- 5.91% |
$14.9M - $15.1M
|
2.45M
$246M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-159K- 38.67% |
$15.4M - $15.6M
|
252K
$25.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-163K- 96.38% |
$15.8M - $16M
|
6.15K
$617K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-167K- 98.6% |
$16.2M - $16.4M
|
2.37K
$238K
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-187K- 98.08% |
$18.1M - $18.4M
|
3.66K
$367K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-203K- 9.94% |
$19.6M - $19.9M
|
1.84M
$185M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-250K- 41.23% |
$24.2M - $24.6M
|
357K
$35.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-266K- 99.0% |
$25.7M - $26.1M
|
2.69K
$270K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-266K- 99.76% |
$25.7M - $26.1M
|
641
$64.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
SELL
|
- |
-318K- 98.59% |
$30.7M - $31.2M
|
4.55K
$457K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-361K- 85.15% |
$34.8M - $35.4M
|
62.9K
$6.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-491K- 87.34% |
$47.4M - $48.1M
|
71.1K
$7.14M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-505K- 61.77% |
$48.8M - $49.5M
|
313K
$31.4M
|
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-558K- 42.05% |
$53.9M - $54.7M
|
769K
$77.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-610K- 44.9% |
$58.9M - $59.9M
|
749K
$75.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-621K- 19.84% |
$60M - $60.9M
|
2.51M
$252M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-890K- 22.68% |
$86M - $87.3M
|
3.03M
$305M
|