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 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-520- 15.24% |
$50.2K - $51K
|
2.89K
$290K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-562- 41.97% |
$54.3K - $55.1K
|
777
$78.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-565- 4.69% |
$54.6K - $55.4K
|
11.5K
$1.15M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-577- 0.49% |
$55.7K - $56.6K
|
116K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-578- 11.69% |
$55.8K - $56.7K
|
4.37K
$439K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-596- 3.57% |
$57.6K - $58.5K
|
16.1K
$1.62M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-600- 1.61% |
$57.9K - $58.9K
|
36.6K
$3.68M
|
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-625- 62.5% |
$60.4K - $61.3K
|
375
$37.7K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-653- 11.57% |
$63.1K - $64.1K
|
4.99K
$502K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-677- 2.45% |
$65.4K - $66.4K
|
27K
$2.71M
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-686- 13.91% |
$66.2K - $67.3K
|
4.25K
$427K
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
SELL
|
- |
-705- 0.68% |
$68.1K - $69.2K
|
102K
$10.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-707Closed |
$68.3K - $69.4K
|
0
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-759- 13.29% |
$73.3K - $74.5K
|
4.95K
$498K
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-815- 3.7% |
$78.7K - $80K
|
21.2K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-823- 19.42% |
$79.5K - $80.7K
|
3.41K
$343K
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-867- 11.92% |
$83.7K - $85.1K
|
6.41K
$644K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-883- 13.86% |
$85.3K - $86.6K
|
5.49K
$552K
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-891- 21.14% |
$86K - $87.4K
|
3.32K
$334K
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-937- 30.37% |
$90.5K - $91.9K
|
2.15K
$216K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-969- 30.27% |
$93.6K - $95.1K
|
2.23K
$224K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-1.02K- 36.01% |
$98.4K - $100K
|
1.81K
$182K
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.03K- 0.61% |
$99.6K - $101K
|
167K
$16.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.13K- 14.66% |
$109K - $111K
|
6.59K
$663K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.23K- 3.02% |
$118K - $120K
|
39.4K
$3.96M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.26K- 0.73% |
$121K - $123K
|
172K
$17.3M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.26K- 8.92% |
$122K - $124K
|
12.9K
$1.29M
|
|
|
Jan 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-1.26K- 31.88% |
$122K - $124K
|
2.7K
$271K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.26K- 25.18% |
$122K - $124K
|
3.75K
$377K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.31K- 1.13% |
$126K - $128K
|
114K
$11.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-1.31K- 9.41% |
$127K - $129K
|
12.6K
$1.27M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.35K- 16.97% |
$130K - $133K
|
6.61K
$664K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.4K- 24.52% |
$135K - $138K
|
4.32K
$434K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.44K- 32.15% |
$139K - $141K
|
3.04K
$305K
|
|
|
Feb 14, 2023
Q4 2022
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-1.44K- 5.67% |
$139K - $141K
|
24K
$2.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.5K- 3.43% |
$144K - $147K
|
42.1K
$4.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.55K- 7.24% |
$150K - $152K
|
19.9K
$2M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.6K- 4.55% |
$154K - $156K
|
33.5K
$3.36M
|
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.68K- 1.13% |
$162K - $165K
|
147K
$14.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.69K- 28.43% |
$163K - $166K
|
4.26K
$428K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.7K- 41.0% |
$164K - $166K
|
2.44K
$245K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.72K- 28.62% |
$166K - $169K
|
4.3K
$432K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.76K- 30.11% |
$170K - $173K
|
4.09K
$411K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.77K- 8.54% |
$171K - $173K
|
18.9K
$1.9M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-1.78K- 1.46% |
$172K - $175K
|
121K
$12.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.79K- 14.53% |
$173K - $176K
|
10.5K
$1.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.81K- 4.77% |
$175K - $178K
|
36.2K
$3.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.89K- 13.51% |
$182K - $185K
|
12.1K
$1.21M
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-1.9K- 25.58% |
$183K - $186K
|
5.53K
$555K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.92K- 17.09% |
$185K - $188K
|
9.31K
$936K
|