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 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.04% |
$96.6 - $98.1
|
2.45K
$246K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 2.63% |
$96.6 - $98.1
|
39
$3.91K
|
|
|
Jan 24, 2023
Q4 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6- 14.63% |
$579 - $589
|
35
$3.51K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-15- 0.13% |
$1.45K - $1.47K
|
12K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-20- 18.87% |
$1.93K - $1.96K
|
86
$8.63K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-34- 0.04% |
$3.28K - $3.34K
|
79.5K
$7.98M
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-50- 2.24% |
$4.83K - $4.91K
|
2.19K
$220K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-59- 1.95% |
$5.7K - $5.79K
|
2.97K
$298K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-59- 1.57% |
$5.7K - $5.79K
|
3.71K
$372K
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-60- 5.04% |
$5.79K - $5.89K
|
1.13K
$114K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-61- 76.25% |
$5.89K - $5.98K
|
19
$1.91K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-61- 1.43% |
$5.89K - $5.98K
|
4.21K
$423K
|
|
|
Jan 23, 2023
Q4 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-69- 0.4% |
$6.66K - $6.77K
|
17.1K
$1.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-84- 3.15% |
$8.11K - $8.24K
|
2.58K
$259K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-100- 25.0% |
$9.66K - $9.81K
|
300
$30.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-100- 3.92% |
$9.66K - $9.81K
|
2.45K
$246K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-100- 3.44% |
$9.66K - $9.81K
|
2.81K
$282K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-101- 77.1% |
$9.75K - $9.91K
|
30
$3.01K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-112- 0.4% |
$10.8K - $11K
|
27.9K
$2.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-122- 2.5% |
$11.8K - $12K
|
4.76K
$478K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-127- 10.32% |
$12.3K - $12.5K
|
1.1K
$111K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-147- 1.51% |
$14.2K - $14.4K
|
9.56K
$960K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-182- 5.03% |
$17.6K - $17.9K
|
3.43K
$345K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-196- 2.96% |
$18.9K - $19.2K
|
6.43K
$645K
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
SELL
|
- |
-233- 5.52% |
$22.5K - $22.9K
|
3.99K
$400K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
SELL
|
- |
-235- 4.88% |
$22.7K - $23.1K
|
4.58K
$460K
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-250- 6.33% |
$24.1K - $24.5K
|
3.7K
$371K
|
|
|
Jan 31, 2023
Q4 2022
|
Lane Generational LLC
|
SELL
|
- |
-253- 2.75% |
$24.4K - $24.8K
|
8.96K
$899K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-257- 10.41% |
$24.8K - $25.2K
|
2.21K
$222K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-270- 6.29% |
$26.1K - $26.5K
|
4.02K
$404K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-300- 30.0% |
$29K - $29.4K
|
700
$70.3K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-307- 2.57% |
$29.6K - $30.1K
|
11.6K
$1.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-312- 5.83% |
$30.1K - $30.6K
|
5.04K
$506K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-324- 3.06% |
$31.3K - $31.8K
|
10.3K
$1.03M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-332- 10.59% |
$32.1K - $32.6K
|
2.8K
$281K
|
|
|
Feb 07, 2023
Q4 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-343- 1.52% |
$33.1K - $33.7K
|
22.2K
$2.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-346- 29.52% |
$33.4K - $33.9K
|
826
$82.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-364- 5.22% |
$35.2K - $35.7K
|
6.61K
$663K
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-387- 1.06% |
$37.4K - $38K
|
36.2K
$3.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-400- 15.94% |
$38.6K - $39.2K
|
2.11K
$212K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
SELL
|
- |
-417- 14.55% |
$40.3K - $40.9K
|
2.45K
$246K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-422- 0.66% |
$40.8K - $41.4K
|
63.2K
$6.35M
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-460- 2.72% |
$44.4K - $45.1K
|
16.5K
$1.65M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-489- 17.53% |
$47.2K - $48K
|
2.3K
$231K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-489- 4.0% |
$47.2K - $48K
|
11.7K
$1.18M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
SELL
|
- |
-504- 14.52% |
$48.7K - $49.4K
|
2.97K
$298K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-506- 87.09% |
$48.9K - $49.6K
|
75
$7.53K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-520- 2.27% |
$50.2K - $51K
|
22.4K
$2.25M
|