Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
486+ 0.31% |
$46.8K - $48K
|
155K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
450New |
$43.3K - $44.4K
|
450
$46.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
BUY
|
- |
441+ 64.19% |
$42.5K - $43.5K
|
1.13K
$116K
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
424+ 3.36% |
$40.8K - $41.8K
|
13K
$1.34M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
406+ 2.72% |
$39.1K - $40.1K
|
15.3K
$1.57M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
397+ 15.35% |
$38.2K - $39.2K
|
2.98K
$306K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
385New |
$37.1K - $38K
|
385
$39.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
314+ 0.56% |
$30.2K - $31K
|
56.1K
$5.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
313+ 4.07% |
$30.2K - $30.9K
|
8K
$822K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
309+ 22.6% |
$29.8K - $30.5K
|
1.68K
$172K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
301+ 30.87% |
$29K - $29.7K
|
1.28K
$131K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
300New |
$28.9K - $29.6K
|
300
$30.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
300+ 4.21% |
$28.9K - $29.6K
|
7.42K
$763K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
300New |
$28.9K - $29.6K
|
300
$30.8K
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
295+ 4.19% |
$28.4K - $29.1K
|
7.34K
$754K
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
295+ 2.05% |
$28.4K - $29.1K
|
14.7K
$1.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
BUY
|
- |
293+ 1.04% |
$28.2K - $28.9K
|
28.4K
$2.91M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
285+ 10.19% |
$27.5K - $28.1K
|
3.08K
$317K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
283+ 9.69% |
$27.3K - $27.9K
|
3.2K
$329K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
280New |
$27K - $27.6K
|
280
$28.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
276+ 2.38% |
$26.6K - $27.2K
|
11.9K
$1.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
276+ 0.14% |
$26.6K - $27.2K
|
197K
$20.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
273New |
$26.3K - $26.9K
|
273
$28K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
258+ 245.71% |
$24.9K - $25.5K
|
363
$37.3K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
251New |
$24.2K - $24.8K
|
251
$25.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
222New |
$21.4K - $21.9K
|
222
$22.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
220+ 4.11% |
$21.2K - $21.7K
|
5.58K
$573K
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
213+ 5.94% |
$20.5K - $21K
|
3.8K
$390K
|
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
212+ 5.16% |
$20.4K - $20.9K
|
4.32K
$444K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
204+ 11.94% |
$19.7K - $20.1K
|
1.91K
$197K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
194+ 7.76% |
$18.7K - $19.1K
|
2.69K
$277K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
158New |
$15.2K - $15.6K
|
158
$16.2K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
153+ 153.0% |
$14.7K - $15.1K
|
253
$26K
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
140New |
$13.5K - $13.8K
|
140
$14.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
132New |
$12.7K - $13K
|
132
$13.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
130+ 18.23% |
$12.5K - $12.8K
|
843
$86.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
119+ 1.63% |
$11.5K - $11.7K
|
7.44K
$764K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
119+ 158.67% |
$11.5K - $11.7K
|
194
$19.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
117+ 1.4% |
$11.3K - $11.5K
|
8.5K
$873K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
82+ 2.49% |
$7.9K - $8.09K
|
3.37K
$347K
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
81+ 3.0% |
$7.8K - $7.99K
|
2.78K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
76New |
$7.32K - $7.5K
|
76
$7.81K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
69+ 0.56% |
$6.65K - $6.81K
|
12.3K
$1.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
66+ 2.46% |
$6.36K - $6.51K
|
2.75K
$282K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
64+ 0.53% |
$6.17K - $6.32K
|
12.1K
$1.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
60+ 2.83% |
$5.78K - $5.92K
|
2.18K
$224K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
59New |
$5.68K - $5.82K
|
59
$6.06K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
45+ 0.8% |
$4.33K - $4.44K
|
5.67K
$582K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
45+ 1.5% |
$4.33K - $4.44K
|
3.05K
$314K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
44+ 11.4% |
$4.24K - $4.34K
|
430
$44.2K
|