Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
11KNew |
$1.09M - $1.11M
|
11K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
11K+ 56.22% |
$1.08M - $1.11M
|
30.4K
$3.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.7K+ 8.37% |
$1.06M - $1.09M
|
138K
$13.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10.7KNew |
$1.06M - $1.08M
|
10.7K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.7KNew |
$1.06M - $1.08M
|
10.7K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.4KNew |
$1.03M - $1.05M
|
10.4K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.1K+ 7.47% |
$1M - $1.03M
|
146K
$14.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.98KNew |
$988K - $1.01M
|
9.98K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.56K+ 312.14% |
$947K - $971K
|
12.6K
$1.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.28K+ 8.79% |
$919K - $942K
|
115K
$11.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
9.19KNew |
$910K - $933K
|
9.19K
$925K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.07K+ 78.27% |
$897K - $920K
|
20.6K
$2.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
9.03K+ 25.09% |
$894K - $916K
|
45K
$4.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.61K+ 17.46% |
$853K - $874K
|
57.9K
$5.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
8.29K+ 212.24% |
$820K - $841K
|
12.2K
$1.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.19K+ 1.34% |
$811K - $831K
|
620K
$62.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
8.08KNew |
$800K - $820K
|
8.08K
$813K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.8KNew |
$772K - $791K
|
7.8K
$785K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.76K+ 3.25% |
$768K - $787K
|
246K
$24.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
7.69KNew |
$761K - $780K
|
7.69K
$773K
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
7.47K+ 8.01% |
$740K - $758K
|
101K
$10.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.28KNew |
$721K - $739K
|
7.28K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.05K+ 79.33% |
$698K - $715K
|
15.9K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.88KNew |
$681K - $699K
|
6.88K
$693K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.69K+ 5.57% |
$662K - $679K
|
127K
$12.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
6.66K+ 2.98% |
$659K - $676K
|
230K
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.61K+ 27.9% |
$654K - $671K
|
30.3K
$3.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
6.61K+ 27.9% |
$654K - $671K
|
30.3K
$3.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.55K+ 121.41% |
$648K - $664K
|
11.9K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.48K+ 1.28% |
$641K - $658K
|
512K
$51.6M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.48K+ 1.28% |
$641K - $658K
|
512K
$51.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.3K+ 29.2% |
$624K - $640K
|
27.9K
$2.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
5.74K+ 3.81% |
$568K - $582K
|
156K
$15.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.65KNew |
$560K - $574K
|
5.65K
$569K
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
5.56K+ 1.49% |
$551K - $565K
|
379K
$38.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
5.4K+ 13.24% |
$535K - $548K
|
46.2K
$4.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
5.22K+ 0.72% |
$516K - $529K
|
728K
$73.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
5.22K+ 10.79% |
$516K - $529K
|
53.6K
$5.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.18KNew |
$512K - $525K
|
5.18K
$521K
|
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
5.09K+ 15.32% |
$504K - $516K
|
38.3K
$3.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4.7K+ 3.21% |
$465K - $477K
|
151K
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.56K+ 3.56% |
$451K - $462K
|
133K
$13.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.54K+ 3.68% |
$450K - $461K
|
128K
$12.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.26K+ 1.19% |
$421K - $432K
|
361K
$36.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.23K+ 16.15% |
$419K - $430K
|
30.4K
$3.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.07KNew |
$403K - $413K
|
4.07K
$410K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.79K+ 3.0% |
$376K - $385K
|
130K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.7K+ 1.73% |
$366K - $375K
|
217K
$21.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.66K+ 7.84% |
$362K - $371K
|
50.3K
$5.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
3.5K+ 5.23% |
$346K - $355K
|
70.4K
$7.08M
|