Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.24K- 7.07% |
$121K - $123K
|
16.2K
$1.67M
|
|
|
Apr 05, 2024
Q1 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.24K- 3.42% |
$122K - $123K
|
34.9K
$3.58M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.24K- 9.38% |
$122K - $123K
|
12K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Mercer Investments LLC
|
SELL
|
- |
-1.24K- 50.0% |
$122K - $124K
|
1.24K
$128K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.33K- 65.59% |
$130K - $132K
|
695
$71.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.33K- 8.25% |
$131K - $133K
|
14.8K
$1.52M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.34K- 14.9% |
$131K - $133K
|
7.63K
$784K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.46K- 18.48% |
$144K - $146K
|
6.46K
$663K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.5K- 11.36% |
$147K - $149K
|
11.7K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.53K- 30.26% |
$150K - $152K
|
3.52K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 49.77% |
$150K - $152K
|
1.54K
$159K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.55K- 1.04% |
$152K - $154K
|
147K
$15.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.56K- 2.38% |
$153K - $155K
|
63.9K
$6.57M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.6K- 4.43% |
$158K - $159K
|
34.6K
$3.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.62K- 12.29% |
$159K - $161K
|
11.5K
$1.18M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.63K- 12.74% |
$160K - $162K
|
11.2K
$1.15M
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-1.7K- 8.23% |
$167K - $169K
|
18.9K
$1.95M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.71K- 14.36% |
$168K - $170K
|
10.2K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.79K- 16.54% |
$176K - $178K
|
9.04K
$929K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.9K- 39.34% |
$187K - $189K
|
2.93K
$301K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.97K- 3.44% |
$193K - $195K
|
55.1K
$5.66M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.02K- 8.25% |
$199K - $201K
|
22.5K
$2.31M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-2.06K- 8.58% |
$202K - $205K
|
21.9K
$2.25M
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-2.13K- 32.47% |
$210K - $212K
|
4.44K
$456K
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-2.17K- 19.0% |
$213K - $216K
|
9.25K
$950K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.39K- 25.92% |
$235K - $238K
|
6.83K
$701K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.4K- 42.69% |
$236K - $239K
|
3.23K
$331K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.43K- 30.51% |
$239K - $242K
|
5.54K
$569K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.53K- 18.3% |
$249K - $252K
|
11.3K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.53K- 23.5% |
$249K - $252K
|
8.25K
$847K
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.76K- 4.43% |
$271K - $275K
|
59.6K
$6.12M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.86K- 41.94% |
$281K - $284K
|
3.96K
$406K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.9K- 34.24% |
$285K - $288K
|
5.57K
$572K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-2.93K- 52.34% |
$288K - $291K
|
2.66K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.93K- 45.79% |
$288K - $291K
|
3.47K
$356K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.01K- 44.12% |
$296K - $299K
|
3.81K
$391K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3.07K- 16.59% |
$302K - $305K
|
15.4K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-3.15K- 42.89% |
$310K - $313K
|
4.19K
$430K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.31K- 2.53% |
$326K - $330K
|
127K
$13.1M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.34K- 3.96% |
$329K - $332K
|
81K
$8.32M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.38K- 62.05% |
$332K - $336K
|
2.07K
$212K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.53K- 1.15% |
$347K - $351K
|
304K
$31.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.68K- 46.39% |
$362K - $366K
|
4.25K
$436K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.71K- 55.84% |
$365K - $369K
|
2.93K
$301K
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
SELL
|
- |
-3.77K- 9.63% |
$371K - $375K
|
35.4K
$3.64M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.8K- 3.96% |
$374K - $378K
|
92.1K
$9.46M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-3.85K- 17.26% |
$379K - $383K
|
18.5K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.91K- 6.85% |
$385K - $389K
|
53.2K
$5.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.99K- 38.61% |
$392K - $397K
|
6.35K
$652K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4.1K- 32.61% |
$403K - $408K
|
8.47K
$870K
|