Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.72K- 12.11% |
$268K - $271K
|
19.7K
$2.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.73K- 2.97% |
$270K - $272K
|
89.4K
$9.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.83K- 2.02% |
$279K - $282K
|
137K
$14.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.84K- 16.86% |
$280K - $282K
|
14K
$1.44M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.09K- 99.2% |
$305K - $308K
|
25
$2.57K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3.22K- 58.4% |
$318K - $321K
|
2.3K
$236K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.27K- 3.55% |
$323K - $325K
|
88.8K
$9.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.29K- 29.84% |
$324K - $327K
|
7.72K
$793K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-3.34K- 8.23% |
$330K - $333K
|
37.3K
$3.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-3.4K- 5.18% |
$336K - $339K
|
62.3K
$6.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.57K- 23.58% |
$353K - $356K
|
11.6K
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-3.69K- 48.48% |
$364K - $367K
|
3.92K
$402K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.75K- 12.8% |
$370K - $373K
|
25.5K
$2.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3.77K- 77.9% |
$372K - $375K
|
1.07K
$110K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.81K- 58.99% |
$376K - $379K
|
2.65K
$272K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-3.88K- 15.45% |
$383K - $386K
|
21.2K
$2.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-3.94K- 17.73% |
$389K - $393K
|
18.3K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4.09K- 25.22% |
$404K - $408K
|
12.1K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-4.16K- 18.89% |
$410K - $414K
|
17.8K
$1.83M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-4.35K- 23.58% |
$429K - $433K
|
14.1K
$1.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4.96K- 7.75% |
$489K - $493K
|
59K
$6.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.16K- 22.46% |
$510K - $514K
|
17.8K
$1.83M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.36K- 5.74% |
$529K - $533K
|
88.1K
$9.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.43K- 47.05% |
$536K - $541K
|
6.11K
$628K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.51K- 67.0% |
$544K - $549K
|
2.71K
$279K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.58K- 55.8% |
$551K - $556K
|
4.42K
$454K
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-5.67K- 4.55% |
$559K - $564K
|
119K
$12.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-5.88K- 3.08% |
$580K - $586K
|
185K
$19M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-5.91K- 41.14% |
$583K - $588K
|
8.45K
$868K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.13K- 3.19% |
$605K - $610K
|
186K
$19.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-6.27K- 10.52% |
$619K - $624K
|
53.3K
$5.48M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.48K- 1.26% |
$640K - $645K
|
506K
$52M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.53K- 12.27% |
$644K - $650K
|
46.7K
$4.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-6.7K- 8.27% |
$661K - $667K
|
74.3K
$7.63M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.7K- 8.27% |
$661K - $667K
|
74.3K
$7.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.73K- 4.75% |
$664K - $670K
|
135K
$13.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-6.82K- 18.48% |
$673K - $679K
|
30.1K
$3.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-7.22K- 85.15% |
$712K - $718K
|
1.26K
$129K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-7.36K- 9.61% |
$726K - $733K
|
69.2K
$7.11M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-7.47K- 21.62% |
$738K - $744K
|
27.1K
$2.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.75K- 55.39% |
$764K - $771K
|
6.24K
$641K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.19K- 18.64% |
$808K - $816K
|
35.8K
$3.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-8.2K- 59.73% |
$809K - $816K
|
5.53K
$568K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.36K- 13.09% |
$825K - $832K
|
55.5K
$5.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-8.96K- 33.93% |
$884K - $892K
|
17.5K
$1.79M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-9.07K- 11.7% |
$896K - $903K
|
68.5K
$7.04M
|
|
|
Jul 15, 2024
Q2 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-9.49K- 9.23% |
$937K - $945K
|
93.3K
$9.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-9.67KClosed |
$954K - $963K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-10.1K- 1.42% |
$993K - $1M
|
696K
$71.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.6K- 9.97% |
$1.04M - $1.05M
|
95.6K
$9.82M
|