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 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
228+ 4.21% |
$22.9K - $23.1K
|
5.65K
$576K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
216+ 8.2% |
$21.7K - $21.9K
|
2.85K
$291K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
206+ 9.52% |
$20.6K - $20.9K
|
2.37K
$242K
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
203+ 33.01% |
$20.3K - $20.6K
|
818
$83.4K
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
192+ 2.22% |
$19.2K - $19.5K
|
8.85K
$903K
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
173+ 0.59% |
$17.3K - $17.5K
|
29.4K
$3M
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
164+ 7.78% |
$16.4K - $16.6K
|
2.27K
$232K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
157+ 5.54% |
$15.7K - $15.9K
|
2.99K
$305K
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
151+ 0.61% |
$15.1K - $15.3K
|
25K
$2.55M
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
147+ 3.07% |
$14.7K - $14.9K
|
4.93K
$503K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
141+ 46.84% |
$14.1K - $14.3K
|
442
$45.1K
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
134+ 1.02% |
$13.4K - $13.6K
|
13.3K
$1.35M
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
120+ 2.98% |
$12K - $12.2K
|
4.15K
$423K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
118+ 0.08% |
$11.8K - $12K
|
151K
$15.4M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
115+ 0.38% |
$11.5K - $11.7K
|
30.6K
$3.12M
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
110+ 3.08% |
$11K - $11.1K
|
3.68K
$375K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
104New |
$10.4K - $10.5K
|
104
$10.6K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
93+ 0.46% |
$9.32K - $9.43K
|
20.4K
$2.08M
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
92+ 0.2% |
$9.22K - $9.32K
|
46.2K
$4.71M
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
90+ 4.55% |
$9.02K - $9.12K
|
2.07K
$211K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
88+ 293.33% |
$8.82K - $8.92K
|
118
$12K
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
85+ 0.61% |
$8.52K - $8.61K
|
14K
$1.43M
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
83New |
$8.32K - $8.41K
|
83
$8.47K
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
83+ 3.13% |
$8.32K - $8.41K
|
2.73K
$279K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
77New |
$7.72K - $7.8K
|
77
$7.85K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
73+ 3.37% |
$7.32K - $7.4K
|
2.24K
$228K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
73+ 4.14% |
$7.32K - $7.4K
|
1.84K
$187K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
72New |
$7.22K - $7.3K
|
72
$7.34K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
71+ 0.88% |
$7.12K - $7.2K
|
8.16K
$832K
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
64+ 1.28% |
$6.42K - $6.49K
|
5.07K
$517K
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
57New |
$5.71K - $5.78K
|
57
$5.81K
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
54New |
$5.41K - $5.47K
|
54
$5.51K
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
53+ 8.17% |
$5.31K - $5.37K
|
702
$71.6K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
49+ 0.8% |
$4.91K - $4.97K
|
6.18K
$630K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
49+ 1.53% |
$4.91K - $4.97K
|
3.25K
$332K
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
45+ 1.39% |
$4.51K - $4.56K
|
3.28K
$334K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40New |
$4.01K - $4.05K
|
40
$4.08K
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
BUY
|
- |
35+ 1.04% |
$3.51K - $3.55K
|
3.41K
$348K
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
32+ 0.21% |
$3.21K - $3.24K
|
15K
$1.53M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
32+ 0.45% |
$3.21K - $3.24K
|
7.09K
$723K
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
31New |
$3.11K - $3.14K
|
31
$3.16K
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
31+ 0.62% |
$3.11K - $3.14K
|
5.02K
$512K
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
30+ 0.55% |
$3.01K - $3.04K
|
5.51K
$562K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
24New |
$2.41K - $2.43K
|
24
$2.45K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
23New |
$2.31K - $2.33K
|
23
$2.35K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
20+ 0.49% |
$2K - $2.03K
|
4.11K
$419K
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
20+ 0.04% |
$2K - $2.03K
|
46.4K
$4.73M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20+ 0.01% |
$2K - $2.03K
|
235K
$24M
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
18+ 0.65% |
$1.8K - $1.82K
|
2.79K
$285K
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
15+ 0.42% |
$1.5K - $1.52K
|
3.55K
$363K
|