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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
52+ 1.33% |
$5.49K - $5.57K
|
3.95K
$396K
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
37+ 1.96% |
$3.9K - $3.96K
|
1.93K
$194K
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
32New |
$3.38K - $3.43K
|
32
$3.21K
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
28+ 1.46% |
$2.95K - $3K
|
1.95K
$195K
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
26+ 1.24% |
$2.74K - $2.78K
|
2.12K
$212K
|
|
Nov 10, 2021
Q3 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
15New |
$1.58K - $1.61K
|
15
$1.51K
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
8+ 0.18% |
$844 - $857
|
4.57K
$459K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5+ 0.07% |
$527 - $536
|
7.01K
$703K
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5+ 0.08% |
$527 - $536
|
6.37K
$639K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2New |
$211 - $214
|
2
$201
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.75% |
$105 - $107
|
58
$5.82K
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.3% |
$105 - $107
|
334
$33.5K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1New |
$105 - $107
|
1
$100
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-5- 2.78% |
$527 - $536
|
175
$17.6K
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-19- 0.62% |
$2K - $2.03K
|
3.05K
$307K
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-28Closed |
$2.95K - $3K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-35- 1.74% |
$3.69K - $3.75K
|
1.98K
$199K
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-42- 0.49% |
$4.43K - $4.5K
|
8.46K
$849K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-46- 80.7% |
$4.85K - $4.93K
|
11
$1.1K
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-56Closed |
$5.91K - $6K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-71Closed |
$7.49K - $7.6K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-96- 1.63% |
$10.1K - $10.3K
|
5.78K
$580K
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-100- 4.92% |
$10.5K - $10.7K
|
1.93K
$194K
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-107Closed |
$11.3K - $11.5K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
SELL
|
- |
-129- 0.5% |
$13.6K - $13.8K
|
25.8K
$2.59M
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-132- 7.17% |
$13.9K - $14.1K
|
1.71K
$172K
|
|
Nov 10, 2021
Q3 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-160- 2.6% |
$16.9K - $17.1K
|
6K
$602K
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-173- 26.09% |
$18.2K - $18.5K
|
490
$49.2K
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-197- 3.42% |
$20.8K - $21.1K
|
5.56K
$558K
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-205- 33.55% |
$21.6K - $22K
|
406
$40.8K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-208Closed |
$21.9K - $22.3K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-254- 1.76% |
$26.8K - $27.2K
|
14.2K
$1.43M
|
|
Oct 27, 2021
Q3 2021
|
Keating Investment Counselors Inc
|
SELL
|
- |
-360- 0.21% |
$38K - $38.6K
|
168K
$16.9M
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-403- 1.9% |
$42.5K - $43.2K
|
20.8K
$2.09M
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-426- 3.89% |
$44.9K - $45.6K
|
10.5K
$1.06M
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-432- 8.41% |
$45.6K - $46.3K
|
4.7K
$472K
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-456- 5.73% |
$48.1K - $48.8K
|
7.5K
$753K
|
|
Oct 20, 2021
Q3 2021
|
Clarity Financial LLC
|
SELL
|
- |
-487- 7.3% |
$51.4K - $52.2K
|
6.18K
$621K
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-552- 17.51% |
$58.2K - $59.1K
|
2.6K
$261K
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-600- 1.93% |
$63.3K - $64.3K
|
30.4K
$3.06M
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-784- 6.33% |
$82.7K - $84K
|
11.6K
$1.16M
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-850Closed |
$89.7K - $91K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-861- 6.73% |
$90.8K - $92.2K
|
11.9K
$1.2M
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-955- 21.77% |
$101K - $102K
|
3.43K
$345K
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.01K- 0.77% |
$107K - $108K
|
131K
$13.2M
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.04K- 3.42% |
$109K - $111K
|
29.3K
$2.94M
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.05K- 46.14% |
$110K - $112K
|
1.22K
$123K
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.24K- 1.01% |
$131K - $133K
|
121K
$12.2M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.26K- 31.34% |
$132K - $134K
|
2.75K
$276K
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-1.34K- 23.4% |
$141K - $143K
|
4.37K
$439K
|