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
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10+ 0.78% |
$1.05K - $1.07K
|
1.3K
$133K
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 0.29% |
$105 - $107
|
342
$35.1K
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.79% |
$105 - $107
|
57
$5.86K
|
|
Jul 15, 2021
Q2 2021
|
West End Advisors, LLC
|
SELL
|
- |
-6- 2.05% |
$633 - $641
|
287
$29.5K
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-13Closed |
$1.37K - $1.39K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-16- 8.16% |
$1.69K - $1.71K
|
180
$18.5K
|
|
Aug 10, 2021
Q2 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-16- 0.76% |
$1.69K - $1.71K
|
2.09K
$215K
|
|
Aug 12, 2021
Q2 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-18- 26.09% |
$1.9K - $1.92K
|
51
$5.24K
|
|
Aug 03, 2021
Q2 2021
|
Equitable Trust CO
|
SELL
|
- |
-20- 1.03% |
$2.11K - $2.14K
|
1.91K
$197K
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-20- 0.28% |
$2.11K - $2.14K
|
7K
$719K
|
|
Jul 15, 2021
Q2 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-21- 22.83% |
$2.21K - $2.24K
|
71
$7.29K
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-24- 1.02% |
$2.53K - $2.57K
|
2.32K
$238K
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
SELL
|
- |
-27Closed |
$2.85K - $2.89K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-27- 54.0% |
$2.85K - $2.89K
|
23
$2.36K
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-50- 20.0% |
$5.27K - $5.34K
|
200
$20.5K
|
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-50Closed |
$5.27K - $5.34K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-81- 1.04% |
$8.54K - $8.66K
|
7.68K
$789K
|
|
Aug 13, 2021
Q2 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-83- 0.18% |
$8.75K - $8.87K
|
47.3K
$4.86M
|
|
Aug 10, 2021
Q2 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-85- 2.74% |
$8.96K - $9.08K
|
3.02K
$310K
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-102- 83.61% |
$10.8K - $10.9K
|
20
$2.05K
|
|
Aug 13, 2021
Q2 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-109- 0.75% |
$11.5K - $11.6K
|
14.5K
$1.48M
|
|
Aug 03, 2021
Q2 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-140Closed |
$14.8K - $15K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-153Closed |
$16.1K - $16.4K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
SELL
|
- |
-165- 0.63% |
$17.4K - $17.6K
|
26K
$2.67M
|
|
Jul 26, 2021
Q2 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-181- 3.82% |
$19.1K - $19.3K
|
4.56K
$468K
|
|
Jul 16, 2021
Q2 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-217- 8.08% |
$22.9K - $23.2K
|
2.47K
$254K
|
|
Aug 17, 2021
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-233- 3.72% |
$24.6K - $24.9K
|
6.03K
$619K
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-278Closed |
$29.3K - $29.7K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-290Closed |
$30.6K - $31K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-294- 4.9% |
$31K - $31.4K
|
5.71K
$587K
|
|
Jul 09, 2021
Q2 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-302- 4.89% |
$31.8K - $32.3K
|
5.88K
$604K
|
|
Jul 13, 2021
Q2 2021
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-309- 4.63% |
$32.6K - $33K
|
6.36K
$653K
|
|
Aug 13, 2021
Q2 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-335- 1.55% |
$35.3K - $35.8K
|
21.2K
$2.18M
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-355Closed |
$37.4K - $37.9K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-380Closed |
$40.1K - $40.6K
|
0
$0
|
|
Aug 25, 2021
Q2 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-537- 14.45% |
$56.6K - $57.4K
|
3.18K
$326K
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-638- 25.73% |
$67.3K - $68.2K
|
1.84K
$189K
|
|
Jan 28, 2022
Q2 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-704- 1.89% |
$74.2K - $75.2K
|
36.5K
$3.75M
|
|
Aug 11, 2021
Q2 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-868- 6.55% |
$91.5K - $92.8K
|
12.4K
$1.27M
|
|
Aug 03, 2021
Q2 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-882- 28.53% |
$93K - $94.3K
|
2.21K
$227K
|
|
Aug 13, 2021
Q2 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.06K- 14.68% |
$112K - $113K
|
6.16K
$633K
|
|
Aug 13, 2021
Q2 2021
|
Clarity Financial LLC
|
SELL
|
- |
-1.42K- 17.53% |
$149K - $151K
|
6.67K
$685K
|
|
Sep 10, 2024
Q2 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.95KClosed |
$206K - $209K
|
0
$0
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.01K- 50.06% |
$211K - $214K
|
2K
$205K
|
|
Aug 06, 2021
Q2 2021
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.02KClosed |
$213K - $215K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2.02KClosed |
$213K - $216K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
SELL
|
- |
-2.8K- 7.57% |
$295K - $299K
|
34.2K
$3.51M
|
|
Jul 30, 2021
Q2 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.1K- 24.74% |
$326K - $331K
|
9.42K
$967K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.46K- 24.19% |
$365K - $369K
|
10.8K
$1.11M
|
|
Aug 10, 2021
Q2 2021
|
Gratus Capital LLC
|
SELL
|
- |
-3.67K- 21.46% |
$387K - $393K
|
13.4K
$1.38M
|