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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.14KNew |
$110K - $111K
|
1.14K
$114K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.13K+ 16.98% |
$109K - $110K
|
7.75K
$779K
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 1.29% |
$106K - $107K
|
85.7K
$8.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.08K+ 18.47% |
$104K - $106K
|
6.9K
$694K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.05KNew |
$102K - $103K
|
1.05K
$106K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.04K+ 103800.0% |
$100K - $102K
|
1.04K
$104K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.03KNew |
$99.3K - $101K
|
1.03K
$103K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
1.02K+ 56.27% |
$98.4K - $100K
|
2.83K
$284K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.01K+ 0.76% |
$97.8K - $99.4K
|
134K
$13.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1KNew |
$96.6K - $98.1K
|
1K
$100K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
974+ 2.0% |
$94.1K - $95.6K
|
49.8K
$5M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
970New |
$93.7K - $95.2K
|
970
$97.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
937+ 108.95% |
$90.5K - $91.9K
|
1.8K
$181K
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
917+ 3.89% |
$88.6K - $90K
|
24.5K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
902+ 8.69% |
$87.1K - $88.5K
|
11.3K
$1.13M
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
873+ 13.32% |
$84.3K - $85.7K
|
7.43K
$746K
|
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
BUY
|
- |
873+ 12.36% |
$84.3K - $85.7K
|
7.94K
$797K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
850New |
$82.1K - $83.4K
|
850
$85.4K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
848New |
$81.9K - $83.2K
|
848
$85.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
819+ 0.41% |
$79.1K - $80.4K
|
199K
$20M
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
817+ 26.27% |
$78.9K - $80.2K
|
3.93K
$395K
|
|
|
Jan 19, 2023
Q4 2022
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
785+ 2.28% |
$75.8K - $77K
|
35.2K
$3.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
777+ 1.61% |
$75K - $76.2K
|
49.1K
$4.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
762+ 0.51% |
$73.6K - $74.8K
|
151K
$15.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
754+ 6.5% |
$72.8K - $74K
|
12.4K
$1.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
698+ 20.0% |
$67.4K - $68.5K
|
4.19K
$421K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
520+ 189.09% |
$50.2K - $51K
|
795
$79.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
517New |
$49.9K - $50.7K
|
517
$51.9K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
515New |
$49.7K - $50.5K
|
515
$51.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
508+ 302.38% |
$49.1K - $49.8K
|
676
$67.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
BUY
|
- |
480+ 1.53% |
$46.4K - $47.1K
|
31.8K
$3.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
478+ 22.0% |
$46.2K - $46.9K
|
2.65K
$266K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
477+ 4.6% |
$46.1K - $46.8K
|
10.8K
$1.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
473+ 1.18% |
$45.7K - $46.4K
|
40.5K
$4.06M
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
460+ 0.89% |
$44.4K - $45.1K
|
52.2K
$5.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
445+ 0.91% |
$43K - $43.7K
|
49.4K
$4.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
410+ 94.25% |
$39.6K - $40.2K
|
845
$84.9K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
410+ 3.97% |
$39.6K - $40.2K
|
10.7K
$1.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
377+ 9.41% |
$36.4K - $37K
|
4.39K
$441K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
366+ 116.56% |
$35.3K - $35.9K
|
680
$68.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
344+ 17200.0% |
$33.2K - $33.7K
|
346
$34.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
339New |
$32.7K - $33.3K
|
339
$34.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
325+ 5.86% |
$31.4K - $31.9K
|
5.87K
$590K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
322New |
$31.1K - $31.6K
|
322
$32.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
303+ 8.54% |
$29.3K - $29.7K
|
3.85K
$387K
|
|
|
Feb 03, 2023
Q4 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
300+ 3.58% |
$29K - $29.4K
|
8.67K
$871K
|
|
|
Jan 31, 2023
Q4 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
300+ 0.96% |
$29K - $29.4K
|
31.6K
$3.17M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
285New |
$27.5K - $28K
|
285
$28.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
280+ 7.4% |
$27K - $27.5K
|
4.06K
$408K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
277New |
$26.7K - $27.2K
|
277
$27.8K
|