Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.02K+ 48.09% |
$740K - $750K
|
21.6K
$2.22M
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.53K+ 32.42% |
$689K - $698K
|
26.7K
$2.74M
|
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.48KNew |
$683K - $692K
|
6.48K
$665K
|
|
|
Aug 16, 2021
Q2 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6.1K+ 120.95% |
$643K - $652K
|
11.1K
$1.14M
|
|
|
Aug 02, 2021
Q2 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6.04K+ 15.46% |
$637K - $646K
|
45.1K
$4.64M
|
|
|
Jul 21, 2021
Q2 2021
|
Rockland Trust CO
|
BUY
|
- |
5.91K+ 4.0% |
$623K - $632K
|
154K
$15.8M
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
5.83K+ 7.87% |
$615K - $624K
|
79.9K
$8.21M
|
|
|
Jul 23, 2021
Q2 2021
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
5.82K+ 4.11% |
$614K - $622K
|
147K
$15.1M
|
|
|
Aug 05, 2021
Q2 2021
|
Washington Trust CO
|
BUY
|
- |
5.72K+ 90.02% |
$603K - $611K
|
12.1K
$1.24M
|
|
|
Aug 02, 2021
Q2 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5.42K+ 73.51% |
$571K - $579K
|
12.8K
$1.31M
|
|
|
Jul 27, 2021
Q2 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
5.41K+ 61.65% |
$570K - $578K
|
14.2K
$1.46M
|
|
|
Aug 11, 2021
Q2 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
5.39KNew |
$569K - $576K
|
5.39K
$554K
|
|
|
Aug 23, 2021
Q2 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
5.38K+ 15.06% |
$567K - $575K
|
41.1K
$4.22M
|
|
|
Jul 29, 2021
Q2 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
5.21K+ 4.41% |
$550K - $557K
|
123K
$12.7M
|
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
5.17K+ 30.14% |
$545K - $553K
|
22.3K
$2.29M
|
|
|
Jul 21, 2021
Q2 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
5.14KNew |
$542K - $549K
|
5.14K
$527K
|
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
5.1K+ 840.69% |
$538K - $545K
|
5.71K
$587K
|
|
|
Aug 10, 2021
Q2 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
4.99K+ 4.24% |
$526K - $533K
|
123K
$12.6M
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
4.94K+ 7.92% |
$521K - $528K
|
67.3K
$6.92M
|
|
|
Jul 14, 2021
Q2 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
4.92K+ 3.86% |
$518K - $525K
|
132K
$13.6M
|
|
|
Jul 13, 2021
Q2 2021
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
4.89K+ 19.07% |
$515K - $522K
|
30.5K
$3.13M
|
|
|
Aug 13, 2021
Q2 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
4.76KNew |
$502K - $509K
|
4.76K
$489K
|
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.63K+ 7.27% |
$488K - $494K
|
68.2K
$7.01M
|
|
|
Jul 12, 2021
Q2 2021
|
Dagco, Inc.
|
BUY
|
- |
4.62KNew |
$487K - $493K
|
4.62K
$474K
|
|
|
Aug 09, 2021
Q2 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.55KNew |
$480K - $487K
|
4.55K
$468K
|
|
|
Sep 01, 2021
Q2 2021
|
Goal Vest Advisory LLC
|
BUY
|
- |
4.53K+ 14.41% |
$478K - $485K
|
36K
$3.7M
|
|
|
Aug 06, 2021
Q2 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.5KNew |
$475K - $481K
|
4.5K
$462K
|
|
|
Jan 10, 2025
Q2 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.5KNew |
$475K - $481K
|
4.5K
$462K
|
|
|
Jul 20, 2021
Q2 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.44K+ 76.85% |
$468K - $475K
|
10.2K
$1.05M
|
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.41K+ 10.65% |
$466K - $472K
|
45.8K
$4.71M
|
|
|
Jul 22, 2021
Q2 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
4.39KNew |
$463K - $469K
|
4.39K
$451K
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.29K+ 12.05% |
$452K - $458K
|
39.8K
$4.09M
|
|
|
Jul 09, 2021
Q2 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
4.1K+ 22.65% |
$432K - $438K
|
22.2K
$2.28M
|
|
|
Aug 09, 2021
Q2 2021
|
Next Capital Advisers, Inc.
|
BUY
|
- |
3.95K+ 4.23% |
$417K - $422K
|
97.3K
$9.99M
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.94K+ 3.05% |
$416K - $421K
|
133K
$13.7M
|
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.94K+ 3.93% |
$415K - $421K
|
104K
$10.7M
|
|
|
Jul 26, 2021
Q2 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3.92K+ 9.05% |
$413K - $418K
|
47.2K
$4.84M
|
|
|
Jul 14, 2021
Q2 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
3.78K+ 2.92% |
$398K - $404K
|
133K
$13.7M
|
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
BUY
|
- |
3.76K+ 37.53% |
$397K - $402K
|
13.8K
$1.42M
|
|
|
Jul 06, 2021
Q2 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
3.71K+ 14.57% |
$391K - $396K
|
29.1K
$2.99M
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3.6K+ 182.71% |
$380K - $385K
|
5.58K
$573K
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.38K+ 10254.55% |
$357K - $362K
|
3.42K
$351K
|
|
|
Aug 13, 2021
Q2 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.28K+ 20.75% |
$346K - $351K
|
19.1K
$1.96M
|
|
|
Aug 16, 2021
Q2 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.23K+ 4.24% |
$341K - $345K
|
79.5K
$8.16M
|
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.22K+ 24.72% |
$340K - $344K
|
16.3K
$1.67M
|
|
|
Jan 02, 2024
Q2 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.14KNew |
$331K - $335K
|
3.14K
$322K
|
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
3.14K+ 14.98% |
$331K - $335K
|
24.1K
$2.47M
|
|
|
Jul 21, 2021
Q2 2021
|
Family Firm, Inc.
|
BUY
|
- |
3.14K+ 3.35% |
$331K - $335K
|
96.8K
$9.94M
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.13KNew |
$330K - $335K
|
3.13K
$322K
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.13K+ 3.09% |
$330K - $334K
|
104K
$10.7M
|