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 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-892- 7.14% |
$88K - $88.8K
|
11.6K
$1.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-893- 0.61% |
$88.1K - $88.9K
|
147K
$15M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-896- 0.7% |
$88.4K - $89.2K
|
127K
$13M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-901- 30.54% |
$88.9K - $89.7K
|
2.05K
$210K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-913- 0.3% |
$90.1K - $90.9K
|
305K
$31.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-918- 10.53% |
$90.6K - $91.4K
|
7.8K
$801K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-933- 18.92% |
$92.1K - $92.9K
|
4K
$411K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-934- 12.46% |
$92.2K - $93K
|
6.56K
$674K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-935- 22.12% |
$92.3K - $93.1K
|
3.29K
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-982- 9.64% |
$96.9K - $97.8K
|
9.21K
$946K
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-996- 24.3% |
$98.3K - $99.2K
|
3.1K
$319K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.01K- 26.32% |
$99.7K - $101K
|
2.83K
$290K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.03K- 9.76% |
$102K - $102K
|
9.52K
$978K
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
SELL
|
- |
-1.03K- 2.91% |
$102K - $102K
|
34.4K
$3.53M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.03K- 24.58% |
$102K - $103K
|
3.16K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.04K- 53.85% |
$103K - $104K
|
894
$91.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.04K- 8.71% |
$103K - $104K
|
10.9K
$1.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.05K- 17.67% |
$104K - $105K
|
4.9K
$503K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.07K- 10.89% |
$105K - $106K
|
8.72K
$895K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.08K- 3.11% |
$106K - $107K
|
33.6K
$3.45M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.09K- 62.61% |
$108K - $109K
|
652
$67K
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.13K- 11.31% |
$111K - $112K
|
8.83K
$907K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.18K- 22.63% |
$116K - $117K
|
4.02K
$413K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.25K- 7.67% |
$123K - $124K
|
15K
$1.54M
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.26K- 8.45% |
$125K - $126K
|
13.7K
$1.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.28K- 0.49% |
$126K - $127K
|
260K
$26.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-1.34K- 5.13% |
$132K - $133K
|
24.7K
$2.53M
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.35K- 10.29% |
$133K - $134K
|
11.8K
$1.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.54K- 15.77% |
$152K - $154K
|
8.24K
$846K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.66K- 3.47% |
$164K - $166K
|
46.3K
$4.76M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.67K- 32.95% |
$165K - $166K
|
3.39K
$349K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.77K- 50.46% |
$175K - $177K
|
1.74K
$179K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-1.8K- 11.24% |
$178K - $180K
|
14.2K
$1.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.85K- 1.01% |
$182K - $184K
|
182K
$18.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.9K- 42.91% |
$188K - $190K
|
2.53K
$260K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.99K- 54.14% |
$196K - $198K
|
1.68K
$173K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.99K- 5.59% |
$196K - $198K
|
33.5K
$3.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2K- 10.98% |
$197K - $199K
|
16.2K
$1.66M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2K- 40.61% |
$198K - $199K
|
2.93K
$301K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.06K- 50.08% |
$204K - $206K
|
2.06K
$211K
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-2.07K- 29.1% |
$204K - $206K
|
5.03K
$517K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.08K- 0.9% |
$205K - $207K
|
228K
$23.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-2.11K- 0.99% |
$209K - $210K
|
212K
$21.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2.16K- 33.96% |
$213K - $215K
|
4.19K
$430K
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-2.18K- 1.82% |
$215K - $217K
|
117K
$12.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.24K- 14.94% |
$221K - $223K
|
12.7K
$1.31M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.29K- 4.96% |
$226K - $228K
|
43.8K
$4.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.38K- 21.08% |
$235K - $237K
|
8.91K
$915K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.46K- 1.46% |
$243K - $245K
|
166K
$17.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.5K- 33.96% |
$247K - $249K
|
4.86K
$499K
|