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 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
20.4KNew |
$2.04M - $2.07M
|
20.4K
$2.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
20.2KNew |
$2.03M - $2.05M
|
20.2K
$2.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
18.9KNew |
$1.89M - $1.91M
|
18.9K
$1.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
18.1K+ 31.22% |
$1.81M - $1.83M
|
76K
$7.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
17.4K+ 9.67% |
$1.74M - $1.76M
|
197K
$20.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.1K+ 63.08% |
$1.71M - $1.73M
|
44.1K
$4.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
16.4KNew |
$1.65M - $1.67M
|
16.4K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.3K+ 3.19% |
$1.64M - $1.66M
|
529K
$53.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.6K+ 10.17% |
$1.46M - $1.48M
|
158K
$16.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
14.3K+ 116.26% |
$1.43M - $1.45M
|
26.6K
$2.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
14.2KNew |
$1.42M - $1.44M
|
14.2K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
14.2K+ 8.58% |
$1.42M - $1.44M
|
180K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.2K+ 9.71% |
$1.42M - $1.44M
|
160K
$16.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
13.9K+ 70.01% |
$1.39M - $1.41M
|
33.8K
$3.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
13.7KNew |
$1.37M - $1.39M
|
13.7K
$1.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
13.6K+ 3.78% |
$1.37M - $1.38M
|
374K
$38.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
13.5K+ 32.53% |
$1.35M - $1.37M
|
55K
$5.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.2K+ 7.21% |
$1.32M - $1.34M
|
196K
$20M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
12.9K+ 14.69% |
$1.29M - $1.31M
|
101K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.8K+ 161.47% |
$1.29M - $1.3M
|
20.8K
$2.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
12.7KNew |
$1.28M - $1.29M
|
12.7K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.4K+ 2.95% |
$1.25M - $1.26M
|
434K
$44.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
12.3K+ 2.12% |
$1.24M - $1.25M
|
593K
$60.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
12.1K+ 1.7% |
$1.21M - $1.23M
|
723K
$73.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11.8K+ 47.63% |
$1.18M - $1.19M
|
36.4K
$3.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.5KNew |
$1.16M - $1.17M
|
11.5K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
11.5K+ 6.45% |
$1.15M - $1.16M
|
189K
$19.3M
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
10.9K+ 2.15% |
$1.1M - $1.11M
|
521K
$53.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
10.9K+ 14.5% |
$1.1M - $1.11M
|
86.3K
$8.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.5K+ 143.74% |
$1.05M - $1.06M
|
17.7K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
10.4KNew |
$1.04M - $1.05M
|
10.4K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$1.01M - $1.02M
|
10.1K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
9.66K+ 9.29% |
$968K - $979K
|
114K
$11.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
9.35K+ 4.62% |
$937K - $947K
|
211K
$21.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.98K+ 76.99% |
$900K - $910K
|
20.6K
$2.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
8.97K+ 3.34% |
$899K - $909K
|
277K
$28.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
8.72K+ 19.38% |
$874K - $884K
|
53.7K
$5.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8.58KNew |
$860K - $869K
|
8.58K
$875K
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
8.51K+ 51.91% |
$853K - $862K
|
24.9K
$2.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
8.5K+ 16.05% |
$852K - $861K
|
61.4K
$6.27M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
8.22K+ 7.37% |
$824K - $834K
|
120K
$12.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
8.08KNew |
$810K - $819K
|
8.08K
$824K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
7.91K+ 198.69% |
$793K - $802K
|
11.9K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.22KNew |
$724K - $732K
|
7.22K
$737K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
6.97K+ 3.71% |
$698K - $706K
|
195K
$19.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.93K+ 38.49% |
$695K - $703K
|
24.9K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
6.9K+ 2.8% |
$691K - $699K
|
253K
$25.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.81K+ 110.02% |
$683K - $690K
|
13K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
6.8K+ 14.72% |
$682K - $689K
|
53K
$5.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
6.78KNew |
$679K - $687K
|
6.78K
$691K
|