Purchases and Sales Made in Q1 2022 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 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 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-572- 13.13% |
$59.4K - $61.1K
|
3.79K
$380K
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-594- 7.23% |
$61.7K - $63.4K
|
7.62K
$765K
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-595Closed |
$61.8K - $63.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-598- 13.35% |
$62.1K - $63.8K
|
3.88K
$390K
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
SELL
|
- |
-600Closed |
$62.3K - $64.1K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
SELL
|
- |
-636- 0.65% |
$66K - $67.9K
|
97.4K
$9.78M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-668- 1.34% |
$69.4K - $71.3K
|
49.3K
$4.95M
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
SELL
|
- |
-670- 11.56% |
$69.6K - $71.5K
|
5.13K
$515K
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-719- 6.42% |
$74.6K - $76.8K
|
10.5K
$1.05M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-899- 9.26% |
$93.3K - $96K
|
8.81K
$884K
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-935- 0.55% |
$97.1K - $99.8K
|
170K
$17.1M
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1K- 4.97% |
$104K - $107K
|
19.1K
$1.92M
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 23.39% |
$108K - $111K
|
3.4K
$341K
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.04K- 0.85% |
$108K - $111K
|
122K
$12.2M
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1.06KClosed |
$110K - $113K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.1K- 3.07% |
$114K - $117K
|
34.7K
$3.48M
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.1K- 39.98% |
$114K - $117K
|
1.65K
$166K
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
SELL
|
- |
-1.18K- 20.69% |
$122K - $126K
|
4.51K
$453K
|
|
May 16, 2022
Q1 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.22K- 1.92% |
$126K - $130K
|
62.3K
$6.25M
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.26K- 10.09% |
$131K - $134K
|
11.2K
$1.12M
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.3K- 9.12% |
$134K - $138K
|
12.9K
$1.3M
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.31K- 6.33% |
$136K - $140K
|
19.4K
$1.95M
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.34K- 1.33% |
$139K - $143K
|
98.8K
$9.92M
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.47K- 7.91% |
$153K - $157K
|
17.2K
$1.72M
|
|
May 12, 2022
Q1 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1.49K- 2.79% |
$154K - $159K
|
51.9K
$5.21M
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.51K- 82.06% |
$156K - $161K
|
329
$33K
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-1.52K- 14.89% |
$157K - $162K
|
8.67K
$870K
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-1.76K- 4.31% |
$183K - $188K
|
39.2K
$3.93M
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.81K- 19.12% |
$188K - $194K
|
7.67K
$770K
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.93K- 22.84% |
$200K - $206K
|
6.51K
$653K
|
|
May 12, 2022
Q1 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.95KClosed |
$202K - $208K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.95K- 2.88% |
$203K - $209K
|
65.8K
$6.6M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2K- 45.26% |
$208K - $214K
|
2.42K
$243K
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.09KClosed |
$217K - $223K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-2.13K- 18.22% |
$221K - $227K
|
9.56K
$960K
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-2.13KClosed |
$221K - $227K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.14KClosed |
$223K - $229K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.26K- 20.03% |
$234K - $241K
|
9K
$904K
|
|
May 10, 2022
Q1 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-2.38K- 2.94% |
$247K - $254K
|
78.5K
$7.89M
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-2.45K- 22.01% |
$254K - $261K
|
8.67K
$870K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.5KClosed |
$260K - $267K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-2.5KClosed |
$260K - $267K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.58KClosed |
$268K - $275K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.61K- 46.2% |
$271K - $278K
|
3.04K
$305K
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.63KClosed |
$273K - $281K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.66K- 4.16% |
$276K - $284K
|
61.3K
$6.16M
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.75KClosed |
$285K - $293K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.89KClosed |
$300K - $309K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Ttp Investments, Inc.
|
SELL
|
- |
-3.01KClosed |
$312K - $321K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.12KClosed |
$323K - $333K
|
0
$0
|