Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.93K- 31.35% |
$194K - $196K
|
4.24K
$435K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.97K- 11.59% |
$198K - $200K
|
15.1K
$1.55M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-2.14K- 21.41% |
$214K - $216K
|
7.84K
$805K
|
|
|
Jan 31, 2025
Q4 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-2.23K- 0.42% |
$223K - $226K
|
523K
$53.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-2.33K- 20.08% |
$233K - $236K
|
9.26K
$951K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2.54K- 27.92% |
$255K - $258K
|
6.56K
$674K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2.58K- 56.73% |
$258K - $261K
|
1.97K
$202K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.6K- 3.85% |
$260K - $263K
|
64.9K
$6.67M
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-2.61K- 2.4% |
$262K - $265K
|
106K
$10.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.63K- 4.64% |
$264K - $267K
|
54.1K
$5.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.67K- 7.23% |
$268K - $271K
|
34.2K
$3.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.01K- 40.96% |
$301K - $305K
|
4.34K
$445K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-3.01K- 32.99% |
$302K - $305K
|
6.11K
$628K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.03K- 20.03% |
$304K - $307K
|
12.1K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.08K- 26.71% |
$309K - $312K
|
8.46K
$868K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.28K- 1.46% |
$328K - $332K
|
220K
$22.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.32K- 28.03% |
$332K - $336K
|
8.51K
$874K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3.32K- 14.33% |
$333K - $336K
|
19.8K
$2.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-3.57K- 0.94% |
$358K - $362K
|
375K
$38.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.99K- 17.92% |
$400K - $404K
|
18.3K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-4.07K- 12.53% |
$408K - $413K
|
28.4K
$2.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-4.25K- 22.2% |
$426K - $431K
|
14.9K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.51K- 8.96% |
$452K - $457K
|
45.8K
$4.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-4.55K- 34.12% |
$456K - $461K
|
8.78K
$902K
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-4.55K- 1.48% |
$456K - $461K
|
302K
$31M
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-4.55K- 3.07% |
$456K - $461K
|
144K
$14.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.84K- 1.04% |
$485K - $491K
|
463K
$47.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.05K- 17.86% |
$506K - $512K
|
23.2K
$2.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-5.3K- 68.99% |
$531K - $537K
|
2.38K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.04K- 26.97% |
$605K - $612K
|
16.3K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.1K- 6.11% |
$812K - $821K
|
125K
$12.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-8.29K- 51.43% |
$831K - $840K
|
7.83K
$804K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-9.02K- 28.03% |
$904K - $914K
|
23.2K
$2.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-9.14K- 30.94% |
$917K - $927K
|
20.4K
$2.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.24K- 41.66% |
$926K - $937K
|
12.9K
$1.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-9.62K- 99.99% |
$964K - $974K
|
1
$103
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.69K- 31.49% |
$971K - $982K
|
21.1K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.69K- 28.53% |
$972K - $982K
|
24.3K
$2.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.3K- 17.77% |
$1.03M - $1.04M
|
47.7K
$4.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.4K- 65.26% |
$1.04M - $1.05M
|
5.53K
$568K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.6K- 8.03% |
$1.07M - $1.08M
|
122K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-11.5K- 43.54% |
$1.15M - $1.16M
|
14.9K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.3K- 6.79% |
$1.23M - $1.24M
|
168K
$17.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.5K- 34.97% |
$1.26M - $1.27M
|
23.3K
$2.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-14.7K- 14.73% |
$1.47M - $1.49M
|
84.9K
$8.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17.3K- 54.84% |
$1.73M - $1.75M
|
14.2K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-19.1K- 81.6% |
$1.91M - $1.93M
|
4.3K
$442K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20K- 1.63% |
$2M - $2.02M
|
1.21M
$124M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-20.4K- 58.8% |
$2.04M - $2.06M
|
14.3K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-20.5K- 53.51% |
$2.05M - $2.08M
|
17.8K
$1.83M
|