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 |
---|---|---|---|---|---|---|---|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
3.07KNew |
$296K - $301K
|
3.07K
$308K
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
3.07KNew |
$296K - $301K
|
3.07K
$308K
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
3.05K+ 6.2% |
$295K - $300K
|
52.3K
$5.25M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
3KNew |
$290K - $294K
|
3K
$301K
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
2.95K+ 0.62% |
$285K - $290K
|
477K
$47.9M
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.95K+ 0.62% |
$285K - $290K
|
477K
$47.9M
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
2.94K+ 15.48% |
$284K - $288K
|
21.9K
$2.2M
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.89KNew |
$279K - $284K
|
2.89K
$290K
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
2.85K+ 8.45% |
$275K - $280K
|
36.6K
$3.67M
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.7K+ 16.91% |
$261K - $265K
|
18.7K
$1.88M
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.7KNew |
$261K - $265K
|
2.7K
$271K
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
2.65K+ 2.47% |
$256K - $260K
|
110K
$11M
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.59K+ 89.79% |
$250K - $254K
|
5.46K
$548K
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.58KNew |
$249K - $253K
|
2.58K
$259K
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
2.5KNew |
$241K - $245K
|
2.5K
$251K
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.48KNew |
$240K - $244K
|
2.48K
$249K
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.47KNew |
$239K - $243K
|
2.47K
$248K
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.47KNew |
$238K - $242K
|
2.47K
$248K
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.46K+ 5.15% |
$238K - $241K
|
50.2K
$5.04M
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.42KNew |
$234K - $237K
|
2.42K
$243K
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.38K+ 22.37% |
$229K - $233K
|
13K
$1.3M
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
2.34KNew |
$226K - $230K
|
2.34K
$235K
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.32KNew |
$224K - $227K
|
2.32K
$232K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.28K+ 20.61% |
$220K - $224K
|
13.4K
$1.34M
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.27KNew |
$219K - $223K
|
2.27K
$228K
|
|
Feb 03, 2023
Q4 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
2.26K+ 1.8% |
$218K - $222K
|
128K
$12.8M
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
2.21KNew |
$213K - $216K
|
2.21K
$221K
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.21K+ 30.68% |
$213K - $216K
|
9.39K
$943K
|
|
Jan 03, 2023
Q4 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.14KNew |
$207K - $210K
|
2.14K
$215K
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.09K+ 11.05% |
$202K - $205K
|
21K
$2.11M
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2.06K+ 74.24% |
$199K - $202K
|
4.84K
$486K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.88K+ 3.18% |
$182K - $185K
|
61K
$6.12M
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
1.85K+ 1.36% |
$179K - $182K
|
138K
$13.9M
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.83K+ 36.25% |
$176K - $179K
|
6.87K
$689K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.81K+ 0.66% |
$175K - $178K
|
275K
$27.6M
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.81K+ 8.34% |
$175K - $177K
|
23.5K
$2.36M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.78K+ 693.75% |
$172K - $174K
|
2.03K
$204K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.73K+ 10.52% |
$167K - $169K
|
18.1K
$1.82M
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.71K+ 11.86% |
$165K - $167K
|
16.1K
$1.62M
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.66K+ 8.91% |
$160K - $162K
|
20.2K
$2.03M
|
|
Jan 05, 2023
Q4 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
1.59K+ 4.6% |
$153K - $156K
|
36.1K
$3.62M
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.58K+ 10.69% |
$153K - $155K
|
16.4K
$1.64M
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.5K+ 12.43% |
$145K - $147K
|
13.6K
$1.36M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.5K+ 4.85% |
$145K - $147K
|
32.4K
$3.25M
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
1.45K+ 6.87% |
$140K - $142K
|
22.6K
$2.27M
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
1.44K+ 14.38% |
$139K - $141K
|
11.4K
$1.15M
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.4KNew |
$135K - $137K
|
1.4K
$141K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.4K+ 52.97% |
$135K - $137K
|
4.04K
$406K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.23K+ 136.18% |
$118K - $120K
|
2.13K
$214K
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
BUY
|
- |
1.2K+ 35.32% |
$116K - $118K
|
4.61K
$462K
|