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
|
Advisory Services Network, LLC
|
BUY
|
- |
17.3K+ 92.34% |
$1.67M - $1.69M
|
35.9K
$3.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
17KNew |
$1.64M - $1.67M
|
17K
$1.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.4K+ 5.44% |
$1.58M - $1.61M
|
317K
$31.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
15.8KNew |
$1.52M - $1.55M
|
15.8K
$1.59M
|
|
|
Feb 08, 2023
Q4 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
15.6K+ 4.1% |
$1.51M - $1.53M
|
397K
$39.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15.6K+ 75.79% |
$1.51M - $1.53M
|
36.2K
$3.64M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.1K+ 450.9% |
$1.46M - $1.48M
|
18.4K
$1.85M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
14.3K+ 338.66% |
$1.38M - $1.41M
|
18.6K
$1.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
13.9K+ 232.61% |
$1.35M - $1.37M
|
19.9K
$2M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
13.9K+ 12.8% |
$1.34M - $1.37M
|
123K
$12.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
13.9K+ 19.75% |
$1.34M - $1.36M
|
84.1K
$8.45M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
13.7K+ 10.46% |
$1.32M - $1.34M
|
144K
$14.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
13.4K+ 13.31% |
$1.29M - $1.31M
|
114K
$11.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
13.1K+ 121.74% |
$1.27M - $1.29M
|
23.9K
$2.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
12.3KNew |
$1.19M - $1.21M
|
12.3K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
12.3KNew |
$1.18M - $1.2M
|
12.3K
$1.23M
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
12K+ 26.21% |
$1.16M - $1.18M
|
57.7K
$5.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12K+ 38.12% |
$1.16M - $1.18M
|
43.4K
$4.36M
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
11.9K+ 29.42% |
$1.15M - $1.17M
|
52.6K
$5.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.9K+ 58.55% |
$1.15M - $1.17M
|
32.2K
$3.24M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
11.5K+ 42.65% |
$1.11M - $1.13M
|
38.5K
$3.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.1K+ 148.11% |
$1.08M - $1.09M
|
18.7K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
11.1KNew |
$1.07M - $1.09M
|
11.1K
$1.12M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
11.1K+ 41.69% |
$1.07M - $1.09M
|
37.6K
$3.78M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11KNew |
$1.06M - $1.08M
|
11K
$1.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
10.8K+ 16.61% |
$1.04M - $1.06M
|
75.8K
$7.61M
|
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
10.6KNew |
$1.02M - $1.04M
|
10.6K
$1.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
10.5K+ 473.03% |
$1.02M - $1.03M
|
12.8K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
10.5KNew |
$1.01M - $1.03M
|
10.5K
$1.06M
|
|
|
Jun 13, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
10.4K+ 79.89% |
$1.01M - $1.02M
|
23.5K
$2.36M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.2K+ 286.58% |
$990K - $1.01M
|
13.8K
$1.39M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.85K+ 5.13% |
$951K - $966K
|
202K
$20.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.75K+ 35.31% |
$942K - $957K
|
37.4K
$3.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
9.72KNew |
$939K - $954K
|
9.72K
$977K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
9.64KNew |
$931K - $946K
|
9.64K
$968K
|
|
|
Jan 17, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
9.55K+ 68.63% |
$922K - $937K
|
23.5K
$2.36M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.49K+ 200.93% |
$917K - $931K
|
14.2K
$1.43M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.35K+ 11.9% |
$903K - $917K
|
87.9K
$8.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.32K+ 27.65% |
$900K - $915K
|
43K
$4.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
9.31KNew |
$899K - $914K
|
9.31K
$936K
|
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
9.15K+ 7.4% |
$883K - $897K
|
133K
$13.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
8.77K+ 76.09% |
$847K - $860K
|
20.3K
$2.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
8.67KNew |
$837K - $851K
|
8.67K
$871K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.25K+ 20.5% |
$796K - $809K
|
48.5K
$4.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
7.89K+ 17.96% |
$762K - $774K
|
51.8K
$5.21M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
7.7KNew |
$744K - $756K
|
7.7K
$774K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
7.65K+ 36.58% |
$739K - $751K
|
28.6K
$2.87M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
7.62KNew |
$735K - $747K
|
7.62K
$765K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
7.62KNew |
$735K - $747K
|
7.62K
$765K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6.98K+ 94.78% |
$674K - $685K
|
14.4K
$1.44M
|