Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.75K+ 12.39% |
$290K - $295K
|
25K
$2.51M
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.7K+ 11.26% |
$284K - $289K
|
26.6K
$2.68M
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
2.69K+ 93.23% |
$283K - $288K
|
5.57K
$559K
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.63KNew |
$277K - $282K
|
2.63K
$264K
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.63K+ 6.39% |
$277K - $281K
|
43.7K
$4.39M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.6K+ 8.74% |
$274K - $278K
|
32.3K
$3.25M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.5K+ 15.4% |
$264K - $268K
|
18.8K
$1.88M
|
|
Oct 14, 2021
Q3 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
2.5KNew |
$264K - $268K
|
2.5K
$251K
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.46K+ 3.29% |
$259K - $263K
|
77.2K
$7.75M
|
|
Oct 20, 2021
Q3 2021
|
Wp Advisors, LLC
|
BUY
|
- |
2.43KNew |
$256K - $260K
|
2.43K
$244K
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.37K+ 2.98% |
$250K - $254K
|
81.9K
$8.22M
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
2.31KNew |
$243K - $247K
|
2.31K
$232K
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.2KNew |
$232K - $235K
|
2.2K
$221K
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.14K+ 11.5% |
$226K - $230K
|
20.8K
$2.09M
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.11KNew |
$222K - $226K
|
2.11K
$211K
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.1KNew |
$222K - $225K
|
2.1K
$211K
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.09K+ 34.64% |
$220K - $224K
|
8.12K
$815K
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.09K+ 34.64% |
$220K - $224K
|
8.12K
$815K
|
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.07KNew |
$219K - $222K
|
2.07K
$208K
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.05K+ 35.45% |
$216K - $220K
|
7.84K
$787K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.05K+ 45.83% |
$216K - $219K
|
6.51K
$653K
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
BUY
|
- |
2K+ 2.13% |
$211K - $214K
|
95.7K
$9.61M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.96K+ 98.69% |
$207K - $210K
|
3.95K
$397K
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.96KNew |
$207K - $210K
|
1.96K
$197K
|
|
Oct 26, 2021
Q3 2021
|
New Potomac Partners, LLC
|
BUY
|
- |
1.94K+ 4.44% |
$204K - $207K
|
45.5K
$4.57M
|
|
Oct 21, 2021
Q3 2021
|
Hudson Capital Management LLC
|
BUY
|
- |
1.92KNew |
$203K - $206K
|
1.92K
$193K
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.91K+ 17.67% |
$202K - $205K
|
12.7K
$1.28M
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.85K+ 19.31% |
$195K - $198K
|
11.4K
$1.15M
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.78K+ 6.38% |
$188K - $191K
|
29.7K
$2.99M
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.77K+ 35.42% |
$187K - $190K
|
6.78K
$681K
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
1.74K+ 5.09% |
$183K - $186K
|
35.9K
$3.6M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.73KNew |
$183K - $185K
|
1.73K
$174K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.7K+ 4.57% |
$179K - $182K
|
38.8K
$3.9M
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.62K+ 9.89% |
$171K - $174K
|
18K
$1.81M
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.56K+ 331.21% |
$165K - $167K
|
2.03K
$204K
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.55K+ 5.82% |
$164K - $166K
|
28.2K
$2.83M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.52K+ 8.38% |
$160K - $162K
|
19.6K
$1.97M
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.5K+ 26.92% |
$158K - $161K
|
7.08K
$711K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.34K+ 46.41% |
$142K - $144K
|
4.24K
$426K
|
|
Oct 18, 2021
Q3 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.28K+ 12.3% |
$135K - $137K
|
11.7K
$1.17M
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.26KNew |
$132K - $134K
|
1.26K
$126K
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.24K+ 6.47% |
$130K - $132K
|
20.3K
$2.04M
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 6.12% |
$129K - $131K
|
21.2K
$2.13M
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.21K+ 7.56% |
$128K - $130K
|
17.3K
$1.73M
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.21K+ 54.38% |
$128K - $130K
|
3.44K
$345K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.2K+ 112.88% |
$127K - $129K
|
2.27K
$227K
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.11K+ 2.46% |
$117K - $119K
|
46.2K
$4.64M
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.07K+ 14.2% |
$113K - $115K
|
8.61K
$865K
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.06K+ 2.25% |
$112K - $114K
|
48.3K
$4.85M
|
|
Oct 13, 2021
Q3 2021
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
1.05K+ 19.07% |
$111K - $112K
|
6.56K
$658K
|