Purchases and Sales Made in Q4 2023 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 2023. 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 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
30+ 0.6% |
$2.89K - $2.96K
|
5.03K
$506K
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
29+ 0.76% |
$2.79K - $2.86K
|
3.86K
$387K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
29+ 3.19% |
$2.79K - $2.86K
|
939
$94.4K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
27+ 30.0% |
$2.6K - $2.66K
|
117
$11.8K
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
27+ 0.13% |
$2.6K - $2.66K
|
21.5K
$2.16M
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
21+ 0.8% |
$2.02K - $2.07K
|
2.66K
$267K
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
19+ 0.46% |
$1.83K - $1.87K
|
4.13K
$415K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17+ 0.82% |
$1.64K - $1.68K
|
2.08K
$209K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
13New |
$1.25K - $1.28K
|
13
$1.31K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
12+ 0.26% |
$1.16K - $1.18K
|
4.63K
$466K
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12+ 0.49% |
$1.16K - $1.18K
|
2.45K
$246K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
11New |
$1.06K - $1.09K
|
11
$1.11K
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11New |
$1.06K - $1.09K
|
11
$1.11K
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
10+ 0.17% |
$963 - $987
|
5.87K
$590K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9+ 0.19% |
$867 - $888
|
4.83K
$485K
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8+ 0.29% |
$771 - $789
|
2.8K
$281K
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
7New |
$674 - $691
|
7
$703
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
5+ 10.87% |
$482 - $493
|
51
$5.12K
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4+ 11.11% |
$385 - $395
|
40
$4.02K
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3New |
$289 - $296
|
3
$301
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.87% |
$193 - $197
|
232
$23.3K
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2+ 2.04% |
$193 - $197
|
100
$10K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.65% |
$96.3 - $98.7
|
154
$15.5K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 25.0% |
$96.3 - $98.7
|
5
$502
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 50.0% |
$96.3 - $98.7
|
3
$301
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$96.3 - $98.7
|
3.17K
$319K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 5.26% |
$96.3 - $98.7
|
18
$1.81K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2- 0.04% |
$193 - $197
|
5.2K
$522K
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3- 1.21% |
$289 - $296
|
245
$24.6K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3- 1.21% |
$289 - $296
|
245
$24.6K
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3- 0.06% |
$289 - $296
|
4.92K
$494K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-6- 0.13% |
$578 - $592
|
4.64K
$466K
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-7- 0.13% |
$674 - $691
|
5.37K
$539K
|
|
Feb 08, 2024
Q4 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-8- 0.35% |
$771 - $789
|
2.25K
$226K
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-16- 0.36% |
$1.54K - $1.58K
|
4.46K
$448K
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-21- 95.45% |
$2.02K - $2.07K
|
1
$100
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-26- 0.52% |
$2.5K - $2.57K
|
4.96K
$498K
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-32- 0.35% |
$3.08K - $3.16K
|
9.22K
$926K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-33- 0.41% |
$3.18K - $3.26K
|
7.99K
$803K
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-35- 0.31% |
$3.37K - $3.45K
|
11.4K
$1.15M
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-38- 8.05% |
$3.66K - $3.75K
|
434
$43.6K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-46- 53.49% |
$4.43K - $4.54K
|
40
$4.02K
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-50- 0.63% |
$4.82K - $4.93K
|
7.93K
$796K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-54- 96.43% |
$5.2K - $5.33K
|
2
$201
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-55- 1.48% |
$5.3K - $5.43K
|
3.66K
$368K
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-57- 1.23% |
$5.49K - $5.62K
|
4.58K
$460K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-67- 0.27% |
$6.45K - $6.61K
|
25K
$2.51M
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
SELL
|
- |
-70- 1.86% |
$6.74K - $6.91K
|
3.69K
$370K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-80- 1.84% |
$7.71K - $7.89K
|
4.27K
$429K
|