Purchases and Sales Made in Q3 2025 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 2025. 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 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
467K+ 17600.53% |
$47.8M - $48.5M
|
469K
$48.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
437K+ 15.14% |
$44.7M - $45.4M
|
3.32M
$342M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
375K+ 32.61% |
$38.4M - $39M
|
1.53M
$157M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
306K+ 155.24% |
$31.3M - $31.8M
|
503K
$51.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
290K+ 6120.69% |
$29.7M - $30.1M
|
294K
$30.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
236K+ 113.68% |
$24.2M - $24.6M
|
445K
$45.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
210K+ 79.5% |
$21.5M - $21.9M
|
475K
$48.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
141K+ 202.47% |
$14.5M - $14.7M
|
211K
$21.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
140K+ 8.68% |
$14.4M - $14.6M
|
1.76M
$181M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
134K+ 3.35% |
$13.7M - $13.9M
|
4.14M
$426M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
133K+ 16.82% |
$13.6M - $13.8M
|
922K
$94.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
124K+ 36.06% |
$12.7M - $12.9M
|
469K
$48.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
122K+ 6.01% |
$12.5M - $12.6M
|
2.15M
$221M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
109K+ 5.39% |
$11.2M - $11.4M
|
2.14M
$220M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
109KNew |
$11.2M - $11.3M
|
109K
$11.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
107K+ 13.1% |
$11M - $11.1M
|
924K
$95M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
97.5K+ 94.65% |
$9.98M - $10.1M
|
200K
$20.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
96.6K+ 10.37% |
$9.9M - $10M
|
1.03M
$106M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
95.5K+ 99.61% |
$9.78M - $9.92M
|
191K
$19.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
89KNew |
$9.12M - $9.25M
|
89K
$9.16M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
88.5K+ 8.96% |
$9.06M - $9.19M
|
1.08M
$111M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
85.9K+ 14.09% |
$8.8M - $8.92M
|
696K
$71.6M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
82.9KNew |
$8.49M - $8.61M
|
82.9K
$8.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80.6K+ 13.69% |
$8.26M - $8.38M
|
670K
$68.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
74.8K+ 2.31% |
$7.66M - $7.77M
|
3.32M
$342M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
73.5K+ 22.91% |
$7.53M - $7.64M
|
395K
$40.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
72.6K+ 83.23% |
$7.44M - $7.54M
|
160K
$16.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
71.7K+ 324.58% |
$7.35M - $7.45M
|
93.9K
$9.65M
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
63.2K+ 5.66% |
$6.47M - $6.56M
|
1.18M
$121M
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
60.7K+ 9.69% |
$6.22M - $6.31M
|
687K
$70.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
58.9K+ 336.94% |
$6.03M - $6.12M
|
76.4K
$7.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
56.6K+ 12.67% |
$5.79M - $5.88M
|
503K
$51.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
56.3K+ 541.69% |
$5.77M - $5.85M
|
66.7K
$6.86M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
56K+ 6.03% |
$5.73M - $5.81M
|
984K
$101M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
53.4K+ 6.61% |
$5.47M - $5.55M
|
862K
$88.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
48.3K+ 22.08% |
$4.95M - $5.02M
|
267K
$27.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
47.5K+ 39.42% |
$4.86M - $4.93M
|
168K
$17.3M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
40.7K+ 527.64% |
$4.17M - $4.23M
|
48.4K
$4.98M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38.4K+ 3.75% |
$3.93M - $3.99M
|
1.06M
$109M
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
37.9KNew |
$3.88M - $3.93M
|
37.9K
$3.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.8K+ 25.17% |
$3.87M - $3.93M
|
188K
$19.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.8K+ 2.0% |
$3.66M - $3.71M
|
1.82M
$188M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
35.3K+ 203.1% |
$3.61M - $3.66M
|
52.6K
$5.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
34.5K+ 77.53% |
$3.53M - $3.58M
|
79K
$8.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
33.5KNew |
$3.43M - $3.48M
|
33.5K
$3.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
32.1K+ 83.67% |
$3.28M - $3.33M
|
70.4K
$7.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
31.5KNew |
$3.22M - $3.27M
|
31.5K
$3.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
30.5KNew |
$3.13M - $3.17M
|
30.5K
$3.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
30.4KNew |
$3.12M - $3.16M
|
30.4K
$3.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
30.2K+ 44.14% |
$3.09M - $3.14M
|
98.6K
$10.1M
|
|