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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.63K- 4.64% |
$264K - $267K
|
54.1K
$5.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.67K- 7.23% |
$268K - $271K
|
34.2K
$3.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.01K- 40.96% |
$301K - $305K
|
4.34K
$442K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-3.01K- 32.99% |
$302K - $305K
|
6.11K
$624K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.03K- 20.03% |
$304K - $307K
|
12.1K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.08K- 26.71% |
$309K - $312K
|
8.46K
$862K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.28K- 1.46% |
$328K - $332K
|
220K
$22.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.32K- 28.03% |
$332K - $336K
|
8.51K
$868K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3.32K- 14.33% |
$333K - $336K
|
19.8K
$2.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-3.57K- 0.94% |
$358K - $362K
|
375K
$38.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.99K- 17.92% |
$400K - $404K
|
18.3K
$1.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-4.07K- 12.53% |
$408K - $413K
|
28.4K
$2.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-4.25K- 22.2% |
$426K - $431K
|
14.9K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.51K- 8.96% |
$452K - $457K
|
45.8K
$4.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-4.55K- 34.12% |
$456K - $461K
|
8.78K
$896K
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-4.55K- 1.48% |
$456K - $461K
|
302K
$30.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-4.55K- 3.07% |
$456K - $461K
|
144K
$14.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.84K- 1.04% |
$485K - $491K
|
463K
$47.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.05K- 17.86% |
$506K - $512K
|
23.2K
$2.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-5.3K- 68.99% |
$531K - $537K
|
2.38K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.04K- 26.97% |
$605K - $612K
|
16.3K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.1K- 6.11% |
$812K - $821K
|
125K
$12.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-8.29K- 51.43% |
$831K - $840K
|
7.83K
$798K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-9.02K- 28.03% |
$904K - $914K
|
23.2K
$2.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-9.14K- 30.94% |
$917K - $927K
|
20.4K
$2.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.24K- 41.66% |
$926K - $937K
|
12.9K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-9.62K- 99.99% |
$964K - $974K
|
1
$102
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.69K- 31.49% |
$971K - $982K
|
21.1K
$2.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.69K- 28.53% |
$972K - $982K
|
24.3K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.3K- 17.77% |
$1.03M - $1.04M
|
47.7K
$4.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.4K- 65.26% |
$1.04M - $1.05M
|
5.53K
$564K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.6K- 8.03% |
$1.07M - $1.08M
|
122K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-11.5K- 43.54% |
$1.15M - $1.16M
|
14.9K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.3K- 6.79% |
$1.23M - $1.24M
|
168K
$17.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.5K- 34.97% |
$1.26M - $1.27M
|
23.3K
$2.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-14.7K- 14.73% |
$1.47M - $1.49M
|
84.9K
$8.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17.3K- 54.84% |
$1.73M - $1.75M
|
14.2K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-19.1K- 81.6% |
$1.91M - $1.93M
|
4.3K
$439K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20K- 1.63% |
$2M - $2.02M
|
1.21M
$123M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-20.4K- 58.8% |
$2.04M - $2.06M
|
14.3K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-20.5K- 53.51% |
$2.05M - $2.08M
|
17.8K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-20.9K- 55.36% |
$2.09M - $2.12M
|
16.8K
$1.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-23.2K- 53.91% |
$2.32M - $2.35M
|
19.8K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.5K- 11.36% |
$2.35M - $2.38M
|
183K
$18.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-25.7K- 12.23% |
$2.58M - $2.61M
|
185K
$18.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-25.8K- 72.22% |
$2.58M - $2.61M
|
9.91K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-26.7K- 68.06% |
$2.68M - $2.71M
|
12.5K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-27K- 29.79% |
$2.7M - $2.73M
|
63.6K
$6.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-28.8K- 88.43% |
$2.89M - $2.92M
|
3.77K
$384K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-31.2K- 11.01% |
$3.13M - $3.16M
|
252K
$25.7M
|