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 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
2.14K+ 1.59% |
$206K - $211K
|
137K
$14.1M
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.08K+ 0.45% |
$200K - $205K
|
461K
$47.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.06K+ 1.98% |
$199K - $204K
|
106K
$10.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.06KNew |
$198K - $203K
|
2.06K
$211K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.02KNew |
$195K - $199K
|
2.02K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.87K+ 0.95% |
$180K - $185K
|
199K
$20.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.85K+ 12.02% |
$178K - $182K
|
17.2K
$1.77M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.84K+ 52.57% |
$177K - $182K
|
5.34K
$549K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.79K+ 16.23% |
$172K - $176K
|
12.8K
$1.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.74K+ 1.74% |
$167K - $171K
|
102K
$10.4M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.73K+ 0.34% |
$167K - $171K
|
512K
$52.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Northland Capital Management LLC
|
BUY
|
- |
1.62K+ 1.24% |
$156K - $160K
|
132K
$13.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.59K+ 39.89% |
$154K - $157K
|
5.59K
$574K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
1.54K+ 12.58% |
$148K - $152K
|
13.8K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.45K+ 2.08% |
$140K - $143K
|
71.2K
$7.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.42K+ 5.96% |
$137K - $140K
|
25.3K
$2.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
1.41K+ 1.24% |
$136K - $139K
|
115K
$11.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.37KNew |
$132K - $136K
|
1.37K
$141K
|
|
|
Feb 12, 2024
Q4 2023
|
Mercer Investments LLC
|
BUY
|
- |
1.25K+ 101.62% |
$121K - $124K
|
2.49K
$256K
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.24K+ 16.75% |
$120K - $123K
|
8.67K
$891K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
1.17K+ 36.54% |
$113K - $115K
|
4.37K
$449K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.08K+ 9.26% |
$104K - $106K
|
12.7K
$1.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.07K+ 4.02% |
$103K - $105K
|
27.6K
$2.83M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.06KNew |
$102K - $105K
|
1.06K
$109K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.05K+ 6.92% |
$102K - $104K
|
16.3K
$1.67M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$96.3K - $98.7K
|
1K
$103K
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
957+ 5.71% |
$92.2K - $94.4K
|
17.7K
$1.82M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
903+ 4.99% |
$87K - $89.1K
|
19K
$1.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
898+ 16.1% |
$86.5K - $88.6K
|
6.48K
$665K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
850+ 2.61% |
$81.9K - $83.9K
|
33.5K
$3.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
835+ 0.5% |
$80.4K - $82.4K
|
169K
$17.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
814+ 3.33% |
$78.4K - $80.3K
|
25.3K
$2.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
801+ 64.03% |
$77.2K - $79K
|
2.05K
$211K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
784New |
$75.5K - $77.4K
|
784
$80.5K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
778+ 11.27% |
$74.9K - $76.8K
|
7.68K
$789K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
745New |
$71.8K - $73.5K
|
745
$76.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
740+ 6.85% |
$71.3K - $73K
|
11.5K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
723+ 3.36% |
$69.6K - $71.3K
|
22.3K
$2.29M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
674New |
$64.9K - $66.5K
|
674
$69.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
663+ 15.71% |
$63.9K - $65.4K
|
4.88K
$502K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
652New |
$62.8K - $64.3K
|
652
$67K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
649New |
$62.5K - $64K
|
649
$66.7K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
615+ 12.74% |
$59.2K - $60.7K
|
5.44K
$559K
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
609+ 1.89% |
$58.7K - $60.1K
|
32.8K
$3.37M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
583+ 5.21% |
$56.2K - $57.5K
|
11.8K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
579+ 9.29% |
$55.8K - $57.1K
|
6.81K
$700K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
567+ 0.93% |
$54.6K - $56K
|
61.5K
$6.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
562+ 4.24% |
$54.1K - $55.5K
|
13.8K
$1.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
551+ 0.16% |
$53.1K - $54.4K
|
337K
$34.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
491+ 4.8% |
$47.3K - $48.5K
|
10.7K
$1.1M
|