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
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-2.08K- 8.97% |
$200K - $205K
|
21.1K
$2.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.13K- 40.4% |
$205K - $210K
|
3.14K
$315K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.23K- 14.48% |
$215K - $220K
|
13.2K
$1.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2.27K- 45.3% |
$218K - $224K
|
2.74K
$275K
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-2.32K- 2.25% |
$223K - $229K
|
101K
$10.1M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.33K- 18.84% |
$224K - $230K
|
10K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.4K- 9.14% |
$231K - $237K
|
23.9K
$2.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.43K- 17.6% |
$234K - $239K
|
11.4K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-2.47K- 1.04% |
$238K - $244K
|
236K
$23.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-2.51K- 8.64% |
$242K - $247K
|
26.5K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.64K- 20.92% |
$254K - $260K
|
9.97K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2.65K- 35.31% |
$255K - $261K
|
4.85K
$487K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.67K- 32.28% |
$257K - $263K
|
5.59K
$562K
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-2.72K- 11.96% |
$262K - $269K
|
20.1K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.83K- 8.15% |
$273K - $279K
|
31.9K
$3.21M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.92K- 26.9% |
$281K - $288K
|
7.92K
$796K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.93K- 4.49% |
$282K - $289K
|
62.4K
$6.27M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-3.01K- 15.02% |
$289K - $297K
|
17K
$1.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.04K- 1.63% |
$293K - $300K
|
184K
$18.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-3.17K- 26.38% |
$306K - $313K
|
8.85K
$890K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-3.19K- 30.28% |
$307K - $315K
|
7.34K
$737K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.21K- 12.71% |
$309K - $317K
|
22.1K
$2.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.21K- 53.44% |
$310K - $317K
|
2.8K
$281K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.3K- 34.86% |
$318K - $326K
|
6.17K
$620K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.32K- 4.87% |
$320K - $328K
|
64.9K
$6.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.62K- 39.95% |
$349K - $358K
|
5.45K
$547K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.82K- 30.08% |
$368K - $377K
|
8.89K
$893K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.86K- 1.36% |
$372K - $381K
|
280K
$28.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.95K- 10.37% |
$381K - $390K
|
34.2K
$3.43M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-4.02K- 30.62% |
$387K - $397K
|
9.11K
$915K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-4.26K- 33.45% |
$410K - $420K
|
8.47K
$851K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.3K- 24.95% |
$414K - $424K
|
12.9K
$1.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4.32K- 25.59% |
$417K - $427K
|
12.6K
$1.26M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-4.37K- 10.9% |
$420K - $431K
|
35.7K
$3.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-4.39K- 94.61% |
$422K - $433K
|
250
$25.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.41K- 3.26% |
$425K - $435K
|
131K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-4.43K- 2.18% |
$427K - $437K
|
199K
$20M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.49K- 11.74% |
$433K - $443K
|
33.8K
$3.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-4.63K- 8.14% |
$446K - $457K
|
52.3K
$5.25M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.64K- 38.0% |
$447K - $458K
|
7.58K
$761K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-4.69K- 40.79% |
$452K - $463K
|
6.81K
$685K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.73K- 58.62% |
$456K - $467K
|
3.34K
$336K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.75K- 65.54% |
$458K - $469K
|
2.5K
$251K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-4.84K- 37.9% |
$466K - $478K
|
7.93K
$797K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.87K- 20.03% |
$470K - $481K
|
19.5K
$1.96M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.27K- 1.69% |
$508K - $520K
|
307K
$30.9M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-5.35K- 25.4% |
$515K - $528K
|
15.7K
$1.58M
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-5.44K- 62.72% |
$524K - $537K
|
3.23K
$325K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-5.47K- 90.43% |
$527K - $540K
|
579
$58.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-5.53K- 22.1% |
$533K - $546K
|
19.5K
$1.96M
|