Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
996+ 0.58% |
$98.3K - $99.2K
|
172K
$17.7M
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
968+ 6.71% |
$95.5K - $96.4K
|
15.4K
$1.58M
|
|
Jul 11, 2024
Q2 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
948+ 32.07% |
$93.6K - $94.4K
|
3.9K
$401K
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
900+ 2.17% |
$88.8K - $89.6K
|
42.3K
$4.34M
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
885+ 4.05% |
$87.3K - $88.1K
|
22.8K
$2.34M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
874+ 25.19% |
$86.3K - $87K
|
4.34K
$446K
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
845+ 20.63% |
$83.4K - $84.1K
|
4.94K
$508K
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
837New |
$82.6K - $83.3K
|
837
$86K
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
825+ 2.88% |
$81.4K - $82.1K
|
29.5K
$3.03M
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
766+ 5.49% |
$75.6K - $76.3K
|
14.7K
$1.51M
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
BUY
|
- |
766+ 9.78% |
$75.6K - $76.3K
|
8.6K
$883K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
750+ 16.16% |
$74K - $74.7K
|
5.39K
$554K
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
712+ 2.53% |
$70.3K - $70.9K
|
28.9K
$2.97M
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
694+ 5.58% |
$68.5K - $69.1K
|
13.1K
$1.35M
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
673+ 1.2% |
$66.4K - $67K
|
56.8K
$5.84M
|
|
Jul 17, 2024
Q2 2024
|
Northland Capital Management LLC
|
BUY
|
- |
611+ 0.46% |
$60.3K - $60.8K
|
134K
$13.8M
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
607+ 14.61% |
$59.9K - $60.4K
|
4.76K
$489K
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
555+ 1.16% |
$54.8K - $55.3K
|
48.3K
$4.96M
|
|
Jul 08, 2024
Q2 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
541New |
$53.4K - $53.9K
|
541
$55.6K
|
|
Jul 15, 2024
Q2 2024
|
Martin Capital Partners, LLC
|
BUY
|
- |
539+ 1.55% |
$53.2K - $53.7K
|
35.4K
$3.64M
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
532+ 22.49% |
$52.5K - $53K
|
2.9K
$298K
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
526+ 3.89% |
$51.9K - $52.4K
|
14.1K
$1.44M
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
500+ 1.06% |
$49.3K - $49.8K
|
47.5K
$4.88M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
481+ 3.24% |
$47.5K - $47.9K
|
15.3K
$1.57M
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
466+ 4.17% |
$46K - $46.4K
|
11.6K
$1.2M
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
464New |
$45.8K - $46.2K
|
464
$47.7K
|
|
Aug 01, 2024
Q2 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
423+ 2.18% |
$41.7K - $42.1K
|
19.8K
$2.04M
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
420+ 3.44% |
$41.4K - $41.8K
|
12.6K
$1.3M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
400+ 7.22% |
$39.5K - $39.8K
|
5.94K
$610K
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
399+ 31.62% |
$39.4K - $39.7K
|
1.66K
$171K
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
356+ 14.26% |
$35.1K - $35.4K
|
2.85K
$293K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
346New |
$34.1K - $34.5K
|
346
$35.5K
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
335+ 1.37% |
$33.1K - $33.4K
|
24.7K
$2.54M
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
325+ 39.06% |
$32.1K - $32.4K
|
1.16K
$119K
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
315+ 8.29% |
$31.1K - $31.4K
|
4.12K
$423K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
305New |
$30.1K - $30.4K
|
305
$31.3K
|
|
Aug 01, 2024
Q2 2024
|
Ddd Partners, LLC
|
BUY
|
- |
284+ 10.75% |
$28K - $28.3K
|
2.93K
$301K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
278+ 264.76% |
$27.4K - $27.7K
|
383
$39.3K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
266+ 1.72% |
$26.3K - $26.5K
|
15.7K
$1.61M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
265+ 5300.0% |
$26.2K - $26.4K
|
270
$27.7K
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
253+ 1.83% |
$25K - $25.2K
|
14.1K
$1.45M
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
223+ 0.33% |
$22K - $22.2K
|
66.9K
$6.87M
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
198+ 3.35% |
$19.5K - $19.7K
|
6.11K
$628K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
185New |
$18.3K - $18.4K
|
185
$19K
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
180+ 0.56% |
$17.8K - $17.9K
|
32.4K
$3.33M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
174+ 7.43% |
$17.2K - $17.3K
|
2.52K
$259K
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
151+ 0.8% |
$14.9K - $15K
|
19.1K
$1.96M
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
150+ 0.44% |
$14.8K - $14.9K
|
34.2K
$3.51M
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
150+ 3.66% |
$14.8K - $14.9K
|
4.25K
$437K
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
150+ 4.43% |
$14.8K - $14.9K
|
3.54K
$364K
|