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 12, 2021
Q2 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
875New |
$92.3K - $93.5K
|
875
$89.9K
|
|
|
Jul 26, 2021
Q2 2021
|
James Investment Research Inc
|
BUY
|
- |
870+ 8.07% |
$91.8K - $93K
|
11.6K
$1.2M
|
|
|
Aug 06, 2021
Q2 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
850New |
$89.6K - $90.8K
|
850
$87.3K
|
|
|
Jul 09, 2021
Q2 2021
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
820+ 1.38% |
$86.5K - $87.6K
|
60.1K
$6.17M
|
|
|
Jul 15, 2021
Q2 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
771+ 2.96% |
$81.3K - $82.4K
|
26.8K
$2.76M
|
|
|
Jul 29, 2021
Q2 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
701+ 2.99% |
$73.9K - $74.9K
|
24.1K
$2.48M
|
|
|
Aug 02, 2021
Q2 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
661+ 10.41% |
$69.7K - $70.6K
|
7.01K
$720K
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
611New |
$64.4K - $65.3K
|
611
$62.8K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
607New |
$64K - $64.9K
|
607
$62.4K
|
|
|
Aug 12, 2021
Q2 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
562+ 12.08% |
$59.3K - $60.1K
|
5.21K
$536K
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
555+ 513.89% |
$58.5K - $59.3K
|
663
$68.1K
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
550+ 6.07% |
$58K - $58.8K
|
9.61K
$988K
|
|
|
Aug 04, 2021
Q2 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
482+ 8.86% |
$50.8K - $51.5K
|
5.92K
$608K
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
481+ 19.92% |
$50.7K - $51.4K
|
2.9K
$297K
|
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
471New |
$49.7K - $50.3K
|
471
$48.4K
|
|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
470New |
$49.6K - $50.2K
|
470
$48.3K
|
|
|
Jul 09, 2021
Q2 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
425New |
$44.8K - $45.4K
|
425
$43.7K
|
|
|
Jul 23, 2021
Q2 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
423+ 7.89% |
$44.6K - $45.2K
|
5.79K
$594K
|
|
|
Jul 22, 2021
Q2 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
402+ 17.62% |
$42.4K - $43K
|
2.68K
$276K
|
|
|
Aug 12, 2021
Q2 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
376+ 13.54% |
$39.7K - $40.2K
|
3.15K
$324K
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
367+ 52.65% |
$38.7K - $39.2K
|
1.06K
$109K
|
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
360+ 7.81% |
$38K - $38.5K
|
4.97K
$510K
|
|
|
Aug 09, 2021
Q2 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
329+ 9.22% |
$34.7K - $35.2K
|
3.9K
$400K
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
254+ 6.87% |
$26.8K - $27.1K
|
3.95K
$406K
|
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
238New |
$25.1K - $25.4K
|
238
$24.4K
|
|
|
Jul 28, 2021
Q2 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
232+ 2.28% |
$24.5K - $24.8K
|
10.4K
$1.07M
|
|
|
Aug 02, 2021
Q2 2021
|
New Potomac Partners, LLC
|
BUY
|
- |
230+ 0.53% |
$24.3K - $24.6K
|
43.6K
$4.47M
|
|
|
Jul 13, 2021
Q2 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
223+ 2.38% |
$23.5K - $23.8K
|
9.6K
$986K
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
208New |
$21.9K - $22.2K
|
208
$21.4K
|
|
|
Jul 01, 2021
Q2 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
196+ 2.36% |
$20.7K - $20.9K
|
8.5K
$873K
|
|
|
Jul 21, 2021
Q2 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
192+ 3.11% |
$20.2K - $20.5K
|
6.36K
$654K
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
156+ 6.9% |
$16.5K - $16.7K
|
2.42K
$248K
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
130+ 3.04% |
$13.7K - $13.9K
|
4.41K
$453K
|
|
|
Aug 02, 2021
Q2 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
114+ 5.47% |
$12K - $12.2K
|
2.2K
$226K
|
|
|
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
107New |
$11.3K - $11.4K
|
107
$11K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
93New |
$9.81K - $9.94K
|
93
$9.55K
|
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
84New |
$8.86K - $8.98K
|
84
$8.63K
|
|
|
Aug 03, 2021
Q2 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
75+ 0.2% |
$7.91K - $8.02K
|
37.7K
$3.88M
|
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
60+ 1.13% |
$6.33K - $6.41K
|
5.38K
$553K
|
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
57New |
$6.01K - $6.09K
|
57
$5.86K
|
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
56New |
$5.91K - $5.99K
|
56
$5.75K
|
|
|
Aug 02, 2021
Q2 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
53+ 0.67% |
$5.59K - $5.66K
|
7.95K
$817K
|
|
|
Jul 15, 2021
Q2 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
40+ 0.73% |
$4.22K - $4.28K
|
5.55K
$570K
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
40New |
$4.22K - $4.28K
|
40
$4.11K
|
|
|
Jul 23, 2021
Q2 2021
|
Successful Portfolios LLC
|
BUY
|
- |
36+ 0.63% |
$3.8K - $3.85K
|
5.75K
$591K
|
|
|
Aug 05, 2021
Q2 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
28New |
$2.95K - $2.99K
|
28
$2.88K
|
|
|
Jul 14, 2021
Q2 2021
|
First Premier Bank
|
BUY
|
- |
25+ 0.14% |
$2.64K - $2.67K
|
17.8K
$1.83M
|
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
21+ 1.12% |
$2.21K - $2.24K
|
1.89K
$194K
|
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
18New |
$1.9K - $1.92K
|
18
$1.85K
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
14+ 0.34% |
$1.48K - $1.5K
|
4.17K
$428K
|