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 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
15+ 0.55% |
$1.5K - $1.52K
|
2.75K
$280K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
14+ 2.15% |
$1.4K - $1.42K
|
666
$67.9K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
13+ 0.64% |
$1.3K - $1.32K
|
2.04K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
12+ 0.3% |
$1.2K - $1.22K
|
3.99K
$407K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
12+ 11.43% |
$1.2K - $1.22K
|
117
$11.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
9+ 3.69% |
$902 - $912
|
253
$25.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
8+ 1.7% |
$802 - $811
|
479
$48.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7+ 0.12% |
$702 - $709
|
6K
$612K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7+ 0.69% |
$702 - $709
|
1.02K
$104K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6+ 0.61% |
$601 - $608
|
990
$101K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5New |
$501 - $507
|
5
$510
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
5+ 0.24% |
$501 - $507
|
2.06K
$210K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
4New |
$401 - $405
|
4
$408
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4New |
$401 - $405
|
4
$408
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4+ 0.58% |
$401 - $405
|
692
$70.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3+ 4.76% |
$301 - $304
|
66
$6.73K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3+ 0.15% |
$301 - $304
|
2.06K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2New |
$200 - $203
|
2
$204
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.58% |
$100 - $101
|
172
$17.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.61% |
$100 - $101
|
165
$16.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.41% |
$100 - $101
|
245
$25K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$100 - $101
|
4.28K
$436K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-4- 0.04% |
$401 - $405
|
8.91K
$909K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5- 83.33% |
$501 - $507
|
1
$102
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-11- 0.36% |
$1.1K - $1.11K
|
3.01K
$307K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-12- 0.56% |
$1.2K - $1.22K
|
2.13K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-20- 80.0% |
$2K - $2.03K
|
5
$510
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-25- 8.06% |
$2.51K - $2.53K
|
285
$29.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-25- 0.31% |
$2.51K - $2.53K
|
7.98K
$814K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-26- 0.61% |
$2.61K - $2.64K
|
4.22K
$431K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-27- 1.25% |
$2.71K - $2.74K
|
2.14K
$218K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-33- 1.58% |
$3.31K - $3.34K
|
2.05K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-34- 1.02% |
$3.41K - $3.45K
|
3.32K
$338K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-39- 1.3% |
$3.91K - $3.95K
|
2.96K
$302K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-39- 0.16% |
$3.91K - $3.95K
|
24.7K
$2.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-45- 13.04% |
$4.51K - $4.56K
|
300
$30.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-50- 0.89% |
$5.01K - $5.07K
|
5.57K
$568K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-50- 0.09% |
$5.01K - $5.07K
|
56K
$5.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-50- 4.54% |
$5.01K - $5.07K
|
1.05K
$107K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-59- 0.73% |
$5.91K - $5.98K
|
8.02K
$818K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-75- 1.95% |
$7.52K - $7.6K
|
3.77K
$385K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-83- 1.05% |
$8.32K - $8.41K
|
7.81K
$797K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-91- 1.74% |
$9.12K - $9.22K
|
5.13K
$524K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-93- 3.05% |
$9.32K - $9.43K
|
2.96K
$301K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 24.69% |
$10K - $10.1K
|
305
$31.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-108- 91.53% |
$10.8K - $10.9K
|
10
$1.02K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-116- 2.95% |
$11.6K - $11.8K
|
3.81K
$389K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-117- 3.16% |
$11.7K - $11.9K
|
3.59K
$366K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-123- 1.82% |
$12.3K - $12.5K
|
6.64K
$677K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-123- 3.98% |
$12.3K - $12.5K
|
2.97K
$303K
|