Purchases and Sales Made in Q2 2023 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 2023. 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 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
370New |
$36K - $36.8K
|
370
$38K
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
360New |
$35.1K - $35.8K
|
360
$37K
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
349+ 7.19% |
$34K - $34.7K
|
5.2K
$534K
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
314+ 0.87% |
$30.6K - $31.2K
|
36.5K
$3.75M
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
307+ 4.37% |
$29.9K - $30.5K
|
7.33K
$753K
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
306+ 1.89% |
$29.8K - $30.4K
|
16.5K
$1.7M
|
|
Jul 31, 2023
Q2 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
289+ 1.28% |
$28.2K - $28.8K
|
22.9K
$2.35M
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
265+ 0.71% |
$25.8K - $26.4K
|
37.5K
$3.85M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
263+ 10.1% |
$25.6K - $26.2K
|
2.87K
$294K
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
252+ 0.6% |
$24.6K - $25.1K
|
42.2K
$4.33M
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
252New |
$24.6K - $25.1K
|
252
$25.9K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
235+ 3.53% |
$22.9K - $23.4K
|
6.9K
$708K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
219+ 0.62% |
$21.3K - $21.8K
|
35.4K
$3.64M
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
215+ 1.09% |
$20.9K - $21.4K
|
19.9K
$2.05M
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
205+ 0.25% |
$20K - $20.4K
|
82.5K
$8.47M
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
205+ 0.25% |
$20K - $20.4K
|
82.5K
$8.47M
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
202+ 1.09% |
$19.7K - $20.1K
|
18.8K
$1.93M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
172New |
$16.8K - $17.1K
|
172
$17.7K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
156New |
$15.2K - $15.5K
|
156
$16K
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
151+ 3.1% |
$14.7K - $15K
|
5.02K
$515K
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
143New |
$13.9K - $14.2K
|
143
$14.7K
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
142+ 0.99% |
$13.8K - $14.1K
|
14.5K
$1.49M
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
139New |
$13.5K - $13.8K
|
139
$14.3K
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
131+ 4.44% |
$12.8K - $13K
|
3.08K
$317K
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
127+ 1.07% |
$12.4K - $12.6K
|
12K
$1.23M
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
126+ 450.0% |
$12.3K - $12.5K
|
154
$15.8K
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
112+ 0.96% |
$10.9K - $11.1K
|
11.8K
$1.21M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
103+ 1.01% |
$10K - $10.2K
|
10.3K
$1.05M
|
|
Jul 20, 2023
Q2 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
96+ 2.91% |
$9.35K - $9.55K
|
3.4K
$349K
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
91+ 3.22% |
$8.87K - $9.05K
|
2.92K
$300K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
90+ 16.19% |
$8.77K - $8.96K
|
646
$66.4K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
90+ 0.79% |
$8.77K - $8.96K
|
11.5K
$1.18M
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
86New |
$8.38K - $8.56K
|
86
$8.83K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
82+ 14.02% |
$7.99K - $8.16K
|
667
$68.5K
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
79+ 1.26% |
$7.7K - $7.86K
|
6.34K
$651K
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
68+ 33.01% |
$6.63K - $6.77K
|
274
$28.1K
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
65+ 2.29% |
$6.33K - $6.47K
|
2.91K
$299K
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
BUY
|
- |
62+ 7.13% |
$6.04K - $6.17K
|
932
$95.7K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
61+ 1.04% |
$5.94K - $6.07K
|
5.94K
$610K
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
60+ 2.75% |
$5.85K - $5.97K
|
2.24K
$230K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
55New |
$5.36K - $5.47K
|
55
$5.65K
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
53+ 0.68% |
$5.16K - $5.27K
|
7.89K
$811K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
51New |
$4.97K - $5.07K
|
51
$5.24K
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
49+ 1.01% |
$4.77K - $4.88K
|
4.9K
$503K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
49+ 1.9% |
$4.77K - $4.88K
|
2.63K
$270K
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
45+ 1.02% |
$4.38K - $4.48K
|
4.46K
$458K
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
44New |
$4.29K - $4.38K
|
44
$4.52K
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
41New |
$3.99K - $4.08K
|
41
$4.21K
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
36+ 0.96% |
$3.51K - $3.58K
|
3.79K
$389K
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
35+ 0.3% |
$3.41K - $3.48K
|
11.7K
$1.21M
|