Purchases and Sales Made in Q1 2022 in Ishares Barclays 0 5 Year Tips (STIP)

STIP Quotes by TradingView

This table provides information about the institutional ownership of Ishares Barclays 0 5 Year Tips (STIP) during Q1 2022. 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
May 10, 2022 Q1 2022
Valmark Advisers, Inc.

BUY
 -
18.1K
+ 27.72%
$1.88M - $1.93M
83.4K $8.38M
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
BUY
 -
17.6K
+ 15.47%
$1.82M - $1.87M
131K $13.2M
May 06, 2022 Q1 2022
Koss Olinger Consulting, LLC

BUY
 -
17.5K
+ 5.63%
$1.81M - $1.86M
328K $32.9M
May 13, 2022 Q1 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
17.4K
+ 53.36%
$1.81M - $1.86M
50.1K $5.03M
May 11, 2022 Q1 2022
Coco Enterprises, LLC

Whitefish, MT
BUY
 -
17.1K
New
$1.77M - $1.82M
17.1K $1.71M
May 09, 2022 Q1 2022
Estate Counselors, LLC

BUY
 -
16.9K
+ 12.67%
$1.76M - $1.81M
151K $15.1M
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
BUY
 -
16.9K
+ 703.96%
$1.75M - $1.8M
19.3K $1.94M
May 11, 2022 Q1 2022
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
16.6K
+ 51.68%
$1.72M - $1.77M
48.8K $4.9M
May 09, 2022 Q1 2022
Csenge Advisory Group

BUY
 -
16.5K
+ 573.59%
$1.72M - $1.76M
19.4K $1.95M
May 09, 2022 Q1 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
15.2K
+ 111.31%
$1.58M - $1.63M
28.9K $2.9M
May 09, 2022 Q1 2022
Bank Of Nova Scotia

BUY
 -
14K
New
$1.45M - $1.49M
14K $1.4M
May 18, 2022 Q1 2022
Sensible Financial Planning & Management, Llc.

BUY
 -
13.5K
+ 9.41%
$1.4M - $1.44M
157K $15.8M
Apr 29, 2022 Q1 2022
Nbt Bank N A

BUY
 -
13.4K
+ 312.47%
$1.39M - $1.43M
17.7K $1.78M
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
13.1K
+ 254.77%
$1.36M - $1.4M
18.3K $1.84M
Apr 21, 2022 Q1 2022
Destiny Wealth Partners, LLC

BUY
 -
13.1K
+ 7.61%
$1.36M - $1.39M
185K $18.6M
May 16, 2022 Q1 2022
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
12.9K
New
$1.34M - $1.38M
12.9K $1.3M
May 06, 2022 Q1 2022
Phillips Financial Management, LLC

BUY
 -
12.9K
+ 47.6%
$1.34M - $1.37M
39.9K $4.01M
Apr 28, 2022 Q1 2022
Arcadia Investment Management Corp

BUY
 -
12.8K
+ 120.63%
$1.33M - $1.37M
23.4K $2.35M
Apr 29, 2022 Q1 2022
Stone Point Wealth LLC

BUY
 -
12.8K
+ 64.47%
$1.33M - $1.36M
32.6K $3.27M
May 02, 2022 Q1 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
12.5K
New
$1.3M - $1.33M
12.5K $1.25M
Apr 26, 2022 Q1 2022
Heartwood Wealth Advisors LLC

BUY
 -
12.1K
+ 9.81%
$1.26M - $1.3M
136K $13.7M
May 03, 2022 Q1 2022
Jackson Creek Investment Advisors LLC

BUY
 -
11.9K
+ 253.6%
$1.23M - $1.27M
16.6K $1.67M
Apr 27, 2022 Q1 2022
Sargent Bickham Lagudis LLC

BUY
 -
11.8K
+ 12841.3%
$1.23M - $1.26M
11.9K $1.2M
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
11.7K
+ 49.28%
$1.22M - $1.25M
35.5K $3.56M
Apr 21, 2022 Q1 2022
Pasadena Private Wealth, LLC

Pasadena, CA
BUY
 -
11.7K
+ 15.09%
$1.21M - $1.25M
89.2K $8.96M
Apr 13, 2022 Q1 2022
Executive Wealth Management, LLC

BUY
 -
11.4K
+ 17.11%
$1.19M - $1.22M
78.3K $7.86M
Apr 19, 2022 Q1 2022
Apeiron Ria LLC

BUY
 -
11.3K
New
$1.17M - $1.21M
11.3K $1.13M
May 11, 2022 Q1 2022
Wiser Wealth Management, Inc

BUY
 -
11.2K
+ 10.05%
$1.16M - $1.2M
123K $12.3M
Apr 18, 2022 Q1 2022
Spire Wealth Management

BUY
 -
11K
+ 39.71%
$1.15M - $1.18M
38.8K $3.9M
Apr 29, 2022 Q1 2022
Sightline Wealth Advisors, LLC

BUY
 -
10.7K
+ 36.71%
$1.11M - $1.14M
39.8K $4M
Apr 08, 2022 Q1 2022
New Capital Management LP

BUY
 -
10.6K
+ 9.72%
$1.1M - $1.14M
120K $12.1M
May 12, 2022 Q1 2022
Verity Asset Management, Inc.

Durham, NC
BUY
 -
10.5K
New
$1.09M - $1.12M
10.5K $1.05M
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
10.5K
+ 5.55%
$1.09M - $1.12M
199K $20M
May 13, 2022 Q1 2022
Mariner, LLC

Overland Park, KS
BUY
 -
10.3K
New
$1.07M - $1.1M
10.3K $1.04M
May 03, 2022 Q1 2022
Peoples Bank

BUY
 -
9.95K
+ 155.03%
$1.03M - $1.06M
16.4K $1.64M
May 16, 2022 Q1 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
9.72K
New
$1.01M - $1.04M
9.72K $976K
Apr 15, 2022 Q1 2022
Resolute Financial, LLC

BUY
 -
9.69K
+ 73.62%
$1.01M - $1.03M
22.9K $2.29M
May 16, 2022 Q1 2022
Pacific Capital Wealth Advisors, Inc

BUY
 -
9.66K
+ 28.82%
$1M - $1.03M
43.2K $4.33M
Apr 13, 2022 Q1 2022
Parkside Advisors LLC

BUY
 -
9.5K
+ 10.69%
$986K - $1.01M
98.4K $9.88M
Jan 09, 2024 Q1 2022
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
9.43K
New
$979K - $1.01M
9.43K $947K
May 05, 2022 Q1 2022
Guidance Point Advisors, LLC

BUY
 -
9.42K
+ 37.68%
$978K - $1.01M
34.4K $3.46M
May 16, 2022 Q1 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
9.39K
New
$975K - $1M
9.39K $943K
May 10, 2022 Q1 2022
Willis Johnson & Associates, Inc.

BUY
 -
9.37K
New
$973K - $1M
9.37K $941K
Apr 20, 2022 Q1 2022
Koshinski Asset Management, Inc.

BUY
 -
9.26K
+ 529.92%
$962K - $989K
11K $1.11M
May 18, 2022 Q1 2022
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
9.25K
New
$960K - $988K
9.25K $929K
Apr 14, 2022 Q1 2022
Strong Box Wealth, LLC

BUY
 -
9.25K
New
$960K - $987K
9.25K $928K
May 13, 2022 Q1 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
9.07K
New
$942K - $968K
9.07K $911K
May 12, 2022 Q1 2022
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
9.06K
New
$941K - $967K
9.06K $910K
May 12, 2022 Q1 2022
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
8.63K
New
$896K - $921K
8.63K $867K

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