Purchases and Sales Made in Q4 2024 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 2024. 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 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.2M+ 6349.43% |
$120M - $121M
|
1.22M
$124M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
770K+ 156.68% |
$77.2M - $78M
|
1.26M
$129M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
579K+ 459144.44% |
$58M - $58.6M
|
579K
$59M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
440KNew |
$44.1M - $44.6M
|
440K
$44.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
402KNew |
$40.3M - $40.7M
|
402K
$41M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
252K+ 55.39% |
$25.2M - $25.5M
|
706K
$72M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
221KNew |
$22.2M - $22.4M
|
221K
$22.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
181K+ 4.69% |
$18.2M - $18.4M
|
4.05M
$413M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
175KNew |
$17.5M - $17.7M
|
175K
$17.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
172KNew |
$17.3M - $17.5M
|
172K
$17.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
167KNew |
$16.7M - $16.9M
|
167K
$17M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
159K+ 91.6% |
$15.9M - $16.1M
|
332K
$33.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
138KNew |
$13.8M - $14M
|
138K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
136K+ 41.12% |
$13.6M - $13.8M
|
466K
$47.6M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
132KNew |
$13.2M - $13.4M
|
132K
$13.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
115KNew |
$11.5M - $11.6M
|
115K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
103KNew |
$10.3M - $10.4M
|
103K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
96K+ 48.17% |
$9.62M - $9.73M
|
295K
$30.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
90.5K+ 42.35% |
$9.07M - $9.17M
|
304K
$31M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
82.7K+ 4.56% |
$8.29M - $8.38M
|
1.89M
$193M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
75.5K+ 5.16% |
$7.57M - $7.66M
|
1.54M
$157M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
75K+ 71.51% |
$7.51M - $7.6M
|
180K
$18.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
74.3K+ 70.41% |
$7.44M - $7.53M
|
180K
$18.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
68.3K+ 8.23% |
$6.85M - $6.93M
|
899K
$91.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
67.2K+ 5.87% |
$6.74M - $6.81M
|
1.21M
$124M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
60KNew |
$6.02M - $6.08M
|
60K
$6.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
59.2K+ 3.91% |
$5.93M - $6M
|
1.57M
$160M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
56.2KNew |
$5.63M - $5.7M
|
56.2K
$5.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
BUY
|
- |
56.2K+ 41.96% |
$5.63M - $5.7M
|
190K
$19.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
47.6K+ 73.03% |
$4.77M - $4.83M
|
113K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
47.2KNew |
$4.73M - $4.79M
|
47.2K
$4.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
45.5K+ 53.17% |
$4.57M - $4.62M
|
131K
$13.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
44.9K+ 6.17% |
$4.5M - $4.55M
|
773K
$78.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
43.9KNew |
$4.41M - $4.45M
|
43.9K
$4.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
41.7K+ 11.1% |
$4.18M - $4.22M
|
417K
$42.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
39.8K+ 39.47% |
$3.99M - $4.03M
|
141K
$14.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
37K+ 305.13% |
$3.71M - $3.75M
|
49.2K
$5.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
33.6K+ 6.96% |
$3.36M - $3.4M
|
516K
$52.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
30.2K+ 11.42% |
$3.02M - $3.06M
|
294K
$30M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
28.5KNew |
$2.86M - $2.89M
|
28.5K
$2.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
27.8KNew |
$2.79M - $2.82M
|
27.8K
$2.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
26.6K+ 217.6% |
$2.67M - $2.7M
|
38.8K
$3.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
26.4K+ 7.45% |
$2.65M - $2.68M
|
381K
$38.8M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
25.7K+ 3.18% |
$2.58M - $2.61M
|
836K
$85.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
25.2K+ 21.53% |
$2.53M - $2.55M
|
142K
$14.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
24.4K+ 51.9% |
$2.45M - $2.48M
|
71.5K
$7.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
23.8K+ 85.75% |
$2.39M - $2.41M
|
51.6K
$5.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
23.8K+ 10.31% |
$2.38M - $2.41M
|
254K
$25.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
23.5K+ 8.95% |
$2.36M - $2.39M
|
287K
$29.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
22KNew |
$2.21M - $2.23M
|
22K
$2.24M
|