Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.89K+ 19.24% |
$196K - $201K
|
11.7K
$1.2M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.81K+ 734.96% |
$188K - $193K
|
2.05K
$211K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
1.65K+ 5.13% |
$171K - $176K
|
33.7K
$3.47M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.64KNew |
$170K - $175K
|
1.64K
$168K
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.63K+ 1.93% |
$170K - $174K
|
86.2K
$8.85M
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.54K+ 12.92% |
$160K - $165K
|
13.5K
$1.39M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.54K+ 9.62% |
$160K - $165K
|
17.6K
$1.8M
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.54KNew |
$160K - $165K
|
1.54K
$158K
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.41KNew |
$146K - $151K
|
1.41K
$145K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.35KNew |
$140K - $144K
|
1.35K
$138K
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.34KNew |
$139K - $143K
|
1.34K
$137K
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.31K+ 3.62% |
$136K - $140K
|
37.6K
$3.86M
|
|
Aug 25, 2022
Q1 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.31K+ 11.35% |
$136K - $140K
|
12.8K
$1.32M
|
|
Apr 28, 2022
Q1 2022
|
Madden Securities Corp
|
BUY
|
- |
1.3K+ 36.79% |
$134K - $138K
|
4.82K
$495K
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.24K+ 1.38% |
$129K - $132K
|
91.2K
$9.37M
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.21K+ 6.83% |
$125K - $129K
|
18.9K
$1.94M
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.16K+ 3.62% |
$120K - $123K
|
33.1K
$3.4M
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.1KNew |
$114K - $117K
|
1.1K
$112K
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.09K+ 13.95% |
$113K - $116K
|
8.9K
$914K
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.08K+ 48.94% |
$112K - $116K
|
3.3K
$339K
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.07K+ 20.31% |
$111K - $114K
|
6.35K
$652K
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.05KNew |
$109K - $112K
|
1.05K
$108K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.04K+ 1.81% |
$108K - $111K
|
58.4K
$6M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.02K+ 12.7% |
$106K - $109K
|
9.03K
$927K
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
995New |
$103K - $106K
|
995
$102K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
983+ 23.08% |
$102K - $105K
|
5.24K
$538K
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
981+ 28.88% |
$102K - $105K
|
4.38K
$450K
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
946+ 10.51% |
$98.2K - $101K
|
9.95K
$1.02M
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
939+ 5.2% |
$97.5K - $100K
|
19K
$1.95M
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
884+ 2.65% |
$91.8K - $94.4K
|
34.2K
$3.52M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
882+ 2.13% |
$91.6K - $94.2K
|
42.3K
$4.34M
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
775+ 0.74% |
$80.5K - $82.7K
|
106K
$10.9M
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
763+ 22.93% |
$79.2K - $81.5K
|
4.09K
$420K
|
|
May 12, 2022
Q1 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
758+ 0.22% |
$78.7K - $80.9K
|
342K
$35.1M
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
749New |
$77.8K - $80K
|
749
$76.9K
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
719+ 18.06% |
$74.6K - $76.8K
|
4.7K
$483K
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
710New |
$73.7K - $75.8K
|
710
$72.9K
|
|
Apr 14, 2022
Q1 2022
|
Sterling Investment Advisors LLC
|
BUY
|
- |
682+ 5.95% |
$70.8K - $72.8K
|
12.1K
$1.25M
|
|
May 09, 2022
Q1 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
675+ 1.53% |
$70.1K - $72.1K
|
44.8K
$4.61M
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
644New |
$66.9K - $68.8K
|
644
$66.2K
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
618+ 7.25% |
$64.2K - $66K
|
9.14K
$939K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
615+ 11.54% |
$63.8K - $65.7K
|
5.95K
$611K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
538+ 161.08% |
$55.9K - $57.4K
|
872
$89.6K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
538+ 9.64% |
$55.9K - $57.4K
|
6.12K
$628K
|
|
May 09, 2022
Q1 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
538+ 23.7% |
$55.9K - $57.4K
|
2.81K
$288K
|
|
May 10, 2022
Q1 2022
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
500+ 5.65% |
$51.9K - $53.4K
|
9.35K
$960K
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
493+ 3.45% |
$51.2K - $52.6K
|
14.8K
$1.52M
|
|
May 05, 2022
Q1 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
473+ 5.26% |
$49.1K - $50.5K
|
9.47K
$973K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
417+ 18.46% |
$43.3K - $44.5K
|
2.68K
$275K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
404+ 1.11% |
$41.9K - $43.1K
|
36.8K
$3.78M
|