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 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
262+ 1.78% |
$25.3K - $25.7K
|
14.9K
$1.5M
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
260+ 4.38% |
$25.1K - $25.5K
|
6.19K
$622K
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
257+ 11.68% |
$24.8K - $25.2K
|
2.46K
$247K
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
257+ 2.98% |
$24.8K - $25.2K
|
8.9K
$894K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
247New |
$23.9K - $24.2K
|
247
$24.8K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
245New |
$23.7K - $24K
|
245
$24.6K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
181New |
$17.5K - $17.8K
|
181
$18.2K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
180New |
$17.4K - $17.7K
|
180
$18.1K
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
161New |
$15.5K - $15.8K
|
161
$16.2K
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
161New |
$15.5K - $15.8K
|
161
$16.2K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
155+ 51.5% |
$15K - $15.2K
|
456
$45.8K
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
139+ 0.17% |
$13.4K - $13.6K
|
81.5K
$8.19M
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
132New |
$12.7K - $13K
|
132
$13.3K
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
131+ 2.09% |
$12.7K - $12.9K
|
6.41K
$644K
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
119+ 3966.67% |
$11.5K - $11.7K
|
122
$12.3K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
109New |
$10.5K - $10.7K
|
109
$11K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
108+ 26.09% |
$10.4K - $10.6K
|
522
$52.5K
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
103+ 31.4% |
$9.95K - $10.1K
|
431
$43.3K
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
100+ 51.28% |
$9.66K - $9.81K
|
295
$29.6K
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
BUY
|
- |
98+ 3.07% |
$9.46K - $9.61K
|
3.29K
$331K
|
|
Feb 13, 2023
Q4 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
91+ 0.52% |
$8.79K - $8.93K
|
17.7K
$1.78M
|
|
Feb 02, 2023
Q4 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
90+ 1.29% |
$8.69K - $8.83K
|
7.09K
$712K
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
66+ 132.0% |
$6.37K - $6.48K
|
116
$11.7K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
66+ 3300.0% |
$6.37K - $6.48K
|
68
$6.83K
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
66New |
$6.37K - $6.48K
|
66
$6.63K
|
|
Jan 24, 2023
Q4 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
65+ 0.26% |
$6.28K - $6.38K
|
24.8K
$2.5M
|
|
Jan 20, 2023
Q4 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
56+ 0.47% |
$5.41K - $5.49K
|
12K
$1.2M
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
55+ 47.01% |
$5.31K - $5.4K
|
172
$17.3K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
54+ 3.55% |
$5.21K - $5.3K
|
1.58K
$158K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
39New |
$3.77K - $3.83K
|
39
$3.92K
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
35+ 0.84% |
$3.38K - $3.43K
|
4.22K
$424K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
35+ 87.5% |
$3.38K - $3.43K
|
75
$7.54K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
28New |
$2.7K - $2.75K
|
28
$2.81K
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
25New |
$2.41K - $2.45K
|
25
$2.51K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
24+ 0.41% |
$2.32K - $2.35K
|
5.88K
$591K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22+ 0.72% |
$2.12K - $2.16K
|
3.08K
$309K
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
19+ 0.43% |
$1.83K - $1.86K
|
4.42K
$444K
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
15+ 0.23% |
$1.45K - $1.47K
|
6.63K
$666K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
13New |
$1.26K - $1.28K
|
13
$1.31K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
11+ 5.76% |
$1.06K - $1.08K
|
202
$20.3K
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
11+ 0.5% |
$1.06K - $1.08K
|
2.22K
$223K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
10New |
$966 - $981
|
10
$1K
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
8+ 0.34% |
$773 - $785
|
2.38K
$239K
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6+ 0.22% |
$579 - $589
|
2.72K
$273K
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
6New |
$579 - $589
|
6
$603
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4+ 1.71% |
$386 - $392
|
238
$23.9K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 10.0% |
$193 - $196
|
22
$2.21K
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1New |
$96.6 - $98.1
|
1
$100
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.44% |
$96.6 - $98.1
|
226
$22.7K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 50.0% |
$96.6 - $98.1
|
3
$301
|