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
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.3KNew |
$326K - $334K
|
3.3K
$332K
|
|
|
Oct 25, 2024
Q3 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
3.29K+ 3.09% |
$325K - $334K
|
110K
$11M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.24KNew |
$321K - $329K
|
3.24K
$326K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
3.21K+ 6.54% |
$317K - $325K
|
52.2K
$5.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
3.19K+ 116.1% |
$315K - $324K
|
5.93K
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.09KNew |
$306K - $314K
|
3.09K
$311K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
2.9K+ 1.46% |
$287K - $295K
|
202K
$20.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.9K+ 138.24% |
$287K - $295K
|
5K
$503K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.83KNew |
$280K - $287K
|
2.83K
$285K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.65KNew |
$262K - $269K
|
2.65K
$267K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.52KNew |
$249K - $256K
|
2.52K
$253K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.51K+ 2.86% |
$248K - $254K
|
90K
$9.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2.48K+ 3.4% |
$245K - $252K
|
75.4K
$7.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.45K+ 6.25% |
$242K - $248K
|
41.6K
$4.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.25K+ 7.58% |
$223K - $228K
|
31.9K
$3.21M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
2.23K+ 2.04% |
$221K - $227K
|
112K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
2.21KNew |
$219K - $225K
|
2.21K
$223K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
2.11KNew |
$209K - $214K
|
2.11K
$212K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
2.1K+ 1.77% |
$208K - $213K
|
121K
$12.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
2.05KNew |
$203K - $208K
|
2.05K
$206K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.03KNew |
$201K - $206K
|
2.03K
$204K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
2KNew |
$198K - $203K
|
2K
$201K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
1.98KNew |
$196K - $201K
|
1.98K
$199K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.98KNew |
$196K - $200K
|
1.98K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
1.92K+ 0.9% |
$190K - $194K
|
214K
$21.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.88K+ 5.57% |
$186K - $191K
|
35.7K
$3.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.85K+ 63.84% |
$183K - $188K
|
4.75K
$478K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.81K+ 8.23% |
$180K - $184K
|
23.9K
$2.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.75KNew |
$173K - $177K
|
1.75K
$176K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.74K+ 1.68% |
$173K - $177K
|
106K
$10.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.64K+ 7.22% |
$163K - $167K
|
24.4K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.58K+ 62.73% |
$156K - $160K
|
4.1K
$412K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.53K+ 4.11% |
$151K - $155K
|
38.7K
$3.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.52K+ 135.51% |
$150K - $154K
|
2.63K
$265K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.5K+ 9.83% |
$149K - $152K
|
16.8K
$1.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
1.48K+ 0.56% |
$147K - $150K
|
268K
$27M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.33K+ 9.42% |
$131K - $135K
|
15.4K
$1.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.25K+ 137.69% |
$124K - $127K
|
2.16K
$218K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.14K+ 18.72% |
$113K - $116K
|
7.26K
$730K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.12K+ 22.97% |
$111K - $114K
|
6K
$603K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 117.96% |
$110K - $113K
|
2.05K
$206K
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.1K+ 6.22% |
$109K - $112K
|
18.8K
$1.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.02K+ 4.75% |
$101K - $104K
|
22.6K
$2.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.01K+ 45.98% |
$100K - $103K
|
3.21K
$323K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.01K+ 6.49% |
$100K - $103K
|
16.6K
$1.67M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
952+ 20.76% |
$94.2K - $96.6K
|
5.54K
$557K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
946+ 1.66% |
$93.6K - $96K
|
57.8K
$5.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
875+ 5.68% |
$86.6K - $88.8K
|
16.3K
$1.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
831+ 2.53% |
$82.3K - $84.4K
|
33.6K
$3.38M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
822+ 1.44% |
$81.4K - $83.4K
|
58.1K
$5.84M
|