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 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
6.88K+ 7.28% |
$664K - $675K
|
101K
$10.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
6.7K+ 25.06% |
$647K - $658K
|
33.4K
$3.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.46KNew |
$624K - $634K
|
6.46K
$649K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.41K+ 23.67% |
$619K - $628K
|
33.5K
$3.36M
|
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
BUY
|
- |
6.35KNew |
$613K - $623K
|
6.35K
$638K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.27KNew |
$605K - $615K
|
6.27K
$630K
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
6.1KNew |
$589K - $598K
|
6.1K
$613K
|
|
|
Feb 01, 2023
Q4 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
6.08K+ 3.76% |
$587K - $596K
|
168K
$16.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
5.77K+ 21.93% |
$557K - $566K
|
32.1K
$3.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
5.7K+ 3.17% |
$550K - $559K
|
186K
$18.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5.6K+ 5.84% |
$541K - $550K
|
101K
$10.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.53KNew |
$534K - $543K
|
5.53K
$556K
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
5.49KNew |
$531K - $539K
|
5.49K
$552K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.18KNew |
$500K - $508K
|
5.18K
$520K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
5.16K+ 2.92% |
$498K - $506K
|
182K
$18.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.14K+ 62.47% |
$497K - $504K
|
13.4K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
5.12K+ 2.21% |
$494K - $502K
|
237K
$23.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.12KNew |
$494K - $502K
|
5.12K
$514K
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5.1K+ 15.5% |
$492K - $500K
|
38K
$3.82M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.9K+ 40.95% |
$473K - $480K
|
16.9K
$1.69M
|
|
|
Feb 06, 2023
Q4 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
4.83KNew |
$466K - $473K
|
4.83K
$485K
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
4.79KNew |
$462K - $470K
|
4.79K
$481K
|
|
|
Jan 25, 2023
Q4 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
4.77K+ 4.65% |
$460K - $468K
|
107K
$10.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.73K+ 217.93% |
$457K - $464K
|
6.9K
$693K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
4.63K+ 9.35% |
$448K - $455K
|
54.2K
$5.44M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
4.53K+ 63.66% |
$437K - $444K
|
11.6K
$1.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
4.32KNew |
$417K - $424K
|
4.32K
$434K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.3K+ 168.98% |
$416K - $422K
|
6.85K
$688K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
4.3K+ 8.6% |
$416K - $422K
|
54.4K
$5.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
4.24KNew |
$410K - $416K
|
4.24K
$426K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
4.13K+ 3.61% |
$399K - $405K
|
119K
$11.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4KNew |
$386K - $392K
|
4K
$402K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.88KNew |
$374K - $380K
|
3.88K
$389K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.81KNew |
$368K - $374K
|
3.81K
$383K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
3.8KNew |
$367K - $373K
|
3.8K
$382K
|
|
|
Feb 13, 2023
Q4 2022
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
3.73KNew |
$360K - $366K
|
3.73K
$375K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
3.72K+ 61.55% |
$360K - $365K
|
9.77K
$982K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.71K+ 41.96% |
$359K - $364K
|
12.6K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.69KNew |
$357K - $362K
|
3.69K
$371K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.69K+ 62.79% |
$356K - $362K
|
9.57K
$961K
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
3.67K+ 6.15% |
$355K - $360K
|
63.4K
$6.37M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
3.66K+ 5.06% |
$353K - $359K
|
75.9K
$7.63M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.53KNew |
$341K - $346K
|
3.53K
$355K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.5KNew |
$338K - $343K
|
3.5K
$352K
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
3.36K+ 22.98% |
$324K - $330K
|
18K
$1.81M
|
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
3.35KNew |
$324K - $329K
|
3.35K
$337K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
3.26K+ 8.85% |
$314K - $319K
|
40K
$4.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.2KNew |
$309K - $314K
|
3.2K
$322K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.11KNew |
$301K - $306K
|
3.11K
$313K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.09KNew |
$298K - $303K
|
3.09K
$310K
|