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 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-135- 45.0% |
$13.5K - $13.7K
|
165
$16.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-137- 0.45% |
$13.7K - $13.9K
|
30.2K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-137- 0.45% |
$13.7K - $13.9K
|
30.2K
$3.08M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-138- 2.74% |
$13.8K - $14K
|
4.9K
$499K
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-139- 2.77% |
$13.9K - $14.1K
|
4.88K
$498K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-141- 0.87% |
$14.1K - $14.3K
|
16.1K
$1.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-147- 2.67% |
$14.7K - $14.9K
|
5.36K
$546K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-148- 13.41% |
$14.8K - $15K
|
956
$97.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-151- 2.99% |
$15.1K - $15.3K
|
4.91K
$501K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-153- 1.58% |
$15.3K - $15.5K
|
9.53K
$972K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-160- 33.97% |
$16K - $16.2K
|
311
$31.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-160- 4.01% |
$16K - $16.2K
|
3.83K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-184- 3.29% |
$18.4K - $18.6K
|
5.41K
$552K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-184- 6.84% |
$18.4K - $18.6K
|
2.51K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-188- 0.89% |
$18.8K - $19.1K
|
21K
$2.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-190- 0.64% |
$19K - $19.3K
|
29.6K
$3.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-191- 0.1% |
$19.1K - $19.4K
|
184K
$18.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-194- 9.46% |
$19.4K - $19.7K
|
1.86K
$189K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-234- 1.84% |
$23.5K - $23.7K
|
12.5K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-237- 4.07% |
$23.8K - $24K
|
5.59K
$570K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-247- 3.87% |
$24.8K - $25K
|
6.14K
$626K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-270- 0.27% |
$27.1K - $27.4K
|
98.3K
$10M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-281- 11.11% |
$28.2K - $28.5K
|
2.25K
$229K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-285- 7.53% |
$28.6K - $28.9K
|
3.5K
$357K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-302- 2.38% |
$30.3K - $30.6K
|
12.4K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-315- 0.66% |
$31.6K - $31.9K
|
47.1K
$4.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-341- 0.99% |
$34.2K - $34.6K
|
34K
$3.47M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-358- 4.06% |
$35.9K - $36.3K
|
8.47K
$863K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-362- 2.16% |
$36.3K - $36.7K
|
16.4K
$1.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-379- 22.78% |
$38K - $38.4K
|
1.29K
$131K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-408- 13.99% |
$40.9K - $41.4K
|
2.51K
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-418- 7.8% |
$41.9K - $42.4K
|
4.94K
$504K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-422- 39.59% |
$42.3K - $42.8K
|
644
$65.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-424- 6.94% |
$42.5K - $43K
|
5.68K
$580K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-425- 6.29% |
$42.6K - $43.1K
|
6.33K
$645K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-432- 4.04% |
$43.3K - $43.8K
|
10.3K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-448- 7.07% |
$44.9K - $45.4K
|
5.89K
$600K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-449- 2.78% |
$45K - $45.5K
|
15.7K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-450- 7.96% |
$45.1K - $45.6K
|
5.2K
$531K
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-454- 6.11% |
$45.5K - $46K
|
6.97K
$711K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-461- 7.16% |
$46.2K - $46.7K
|
5.98K
$610K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-475- 0.28% |
$47.6K - $48.1K
|
170K
$17.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-498- 6.04% |
$49.9K - $50.5K
|
7.75K
$791K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-527- 5.48% |
$52.8K - $53.4K
|
9.08K
$926K
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-528- 16.34% |
$52.9K - $53.5K
|
2.7K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-551- 17.08% |
$55.2K - $55.8K
|
2.68K
$273K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-581- 3.79% |
$58.2K - $58.9K
|
14.7K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-588- 5.83% |
$58.9K - $59.6K
|
9.5K
$968K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-593- 37.09% |
$59.4K - $60.1K
|
1.01K
$103K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-603- 21.35% |
$60.4K - $61.1K
|
2.22K
$227K
|