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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
SELL
|
- |
-70- 1.86% |
$6.74K - $6.91K
|
3.69K
$379K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-80- 1.84% |
$7.71K - $7.89K
|
4.27K
$438K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-87- 2.46% |
$8.38K - $8.59K
|
3.46K
$355K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-90- 3.68% |
$8.67K - $8.88K
|
2.35K
$242K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-102- 5.08% |
$9.83K - $10.1K
|
1.91K
$196K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-103- 23.9% |
$9.92K - $10.2K
|
328
$33.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-114- 5.25% |
$11K - $11.2K
|
2.06K
$211K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-119- 3.15% |
$11.5K - $11.7K
|
3.65K
$375K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-123- 4.12% |
$11.8K - $12.1K
|
2.86K
$294K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-123- 12.15% |
$11.8K - $12.1K
|
889
$91.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-126- 2.44% |
$12.1K - $12.4K
|
5.05K
$518K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-134- 7.35% |
$12.9K - $13.2K
|
1.69K
$173K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-140- 12.61% |
$13.5K - $13.8K
|
970
$99.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-153- 56.46% |
$14.7K - $15.1K
|
118
$12.1K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-160- 7.9% |
$15.4K - $15.8K
|
1.87K
$192K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-163Closed |
$15.7K - $16.1K
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-165- 5.89% |
$15.9K - $16.3K
|
2.64K
$271K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-178- 1.54% |
$17.1K - $17.6K
|
11.4K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-192- 6.81% |
$18.5K - $18.9K
|
2.63K
$270K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-200- 1.3% |
$19.3K - $19.7K
|
15.1K
$1.55M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-200- 32.26% |
$19.3K - $19.7K
|
420
$43.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-224- 0.58% |
$21.6K - $22.1K
|
38.2K
$3.93M
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-224- 2.48% |
$21.6K - $22.1K
|
8.8K
$904K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-234- 0.39% |
$22.5K - $23.1K
|
59.3K
$6.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-250- 4.93% |
$24.1K - $24.7K
|
4.82K
$495K
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-250- 1.62% |
$24.1K - $24.7K
|
15.2K
$1.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-257- 3.5% |
$24.8K - $25.4K
|
7.09K
$728K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-260- 20.09% |
$25K - $25.7K
|
1.03K
$106K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-276- 5.23% |
$26.6K - $27.2K
|
5.01K
$514K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-281- 1.87% |
$27.1K - $27.7K
|
14.8K
$1.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-296- 3.28% |
$28.5K - $29.2K
|
8.72K
$895K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-307- 1.51% |
$29.6K - $30.3K
|
20K
$2.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-350- 5.04% |
$33.7K - $34.5K
|
6.6K
$678K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-352- 9.6% |
$33.9K - $34.7K
|
3.31K
$340K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-360- 0.63% |
$34.7K - $35.5K
|
57.1K
$5.86M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-367- 42.33% |
$35.4K - $36.2K
|
500
$51.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-368- 8.37% |
$35.4K - $36.3K
|
4.03K
$414K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-380- 31.1% |
$36.6K - $37.5K
|
842
$86.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-389- 0.93% |
$37.5K - $38.4K
|
41.4K
$4.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-393- 27.31% |
$37.9K - $38.8K
|
1.05K
$107K
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-395- 10.43% |
$38.1K - $39K
|
3.39K
$348K
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-404- 0.46% |
$38.9K - $39.9K
|
87K
$8.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-410- 5.62% |
$39.5K - $40.5K
|
6.89K
$708K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-425- 55.19% |
$40.9K - $41.9K
|
345
$35.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-427- 1.03% |
$41.1K - $42.1K
|
40.9K
$4.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-450- 0.9% |
$43.3K - $44.4K
|
49.3K
$5.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-500- 9.11% |
$48.2K - $49.3K
|
4.99K
$512K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-524- 3.65% |
$50.5K - $51.7K
|
13.8K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-533- 8.69% |
$51.3K - $52.6K
|
5.6K
$575K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-537- 0.55% |
$51.7K - $53K
|
97.3K
$10M
|