Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
86.5K+ 8.15% |
$8.89M - $8.97M
|
1.15M
$118M
|
|
|
Jan 16, 2026
Q4 2025
|
Financial Planning Navigators Corp
Maple Grove, MN |
BUY
|
- |
81.6KNew |
$8.38M - $8.45M
|
81.6K
$8.39M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
76.4K+ 16.29% |
$7.85M - $7.92M
|
546K
$56.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
54KNew |
$5.54M - $5.59M
|
54K
$5.55M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
39.3K+ 71.13% |
$4.04M - $4.07M
|
94.5K
$9.73M
|
|
|
Jan 20, 2026
Q4 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
28.6K+ 3.44% |
$2.93M - $2.96M
|
860K
$88.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
18K+ 15.27% |
$1.85M - $1.86M
|
136K
$14M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
13.3K+ 2.83% |
$1.36M - $1.38M
|
483K
$49.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
12.7K+ 30.86% |
$1.3M - $1.31M
|
53.7K
$5.53M
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
12K+ 2.32% |
$1.24M - $1.25M
|
530K
$54.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
8.82K+ 350.99% |
$906K - $914K
|
11.3K
$1.17M
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
7K+ 35.68% |
$719K - $725K
|
26.6K
$2.74M
|
|
|
Jan 20, 2026
Q4 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
6.55K+ 13.84% |
$673K - $679K
|
53.9K
$5.54M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
6.52K+ 1.62% |
$670K - $675K
|
408K
$42M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
6.47KNew |
$664K - $670K
|
6.47K
$665K
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
5.66K+ 3.13% |
$581K - $586K
|
186K
$19.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
5.49KNew |
$564K - $568K
|
5.49K
$564K
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
4.84K+ 96.18% |
$497K - $501K
|
9.86K
$1.01M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.13K+ 16.91% |
$425K - $428K
|
28.6K
$2.94M
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
4.08K+ 7.43% |
$419K - $423K
|
59.1K
$6.07M
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
3.8K+ 2.32% |
$391K - $394K
|
168K
$17.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3.76K+ 26.62% |
$387K - $390K
|
17.9K
$1.84M
|
|
|
Jan 20, 2026
Q4 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
3.76K+ 5.39% |
$386K - $390K
|
73.5K
$7.57M
|
|
|
Jan 15, 2026
Q4 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.63K+ 6.28% |
$373K - $376K
|
61.4K
$6.32M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.57K+ 18.11% |
$367K - $370K
|
23.3K
$2.39M
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
BUY
|
- |
3.46KNew |
$356K - $359K
|
3.46K
$356K
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.99K+ 2.43% |
$307K - $309K
|
126K
$13M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.96K+ 29.63% |
$304K - $307K
|
13K
$1.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
2.84K+ 3.81% |
$292K - $294K
|
77.4K
$7.96M
|
|
|
Jan 20, 2026
Q4 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
2.78K+ 6.31% |
$286K - $288K
|
46.9K
$4.82M
|
|
|
Jan 20, 2026
Q4 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
2.74K+ 6.41% |
$282K - $284K
|
45.5K
$4.68M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.66K+ 10.78% |
$273K - $276K
|
27.3K
$2.81M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
2.53K+ 26.58% |
$259K - $262K
|
12K
$1.24M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.48K+ 106.3% |
$255K - $257K
|
4.81K
$495K
|
|
|
Jan 05, 2026
Q4 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
2.47K+ 11.74% |
$254K - $256K
|
23.5K
$2.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.44KNew |
$251K - $253K
|
2.44K
$251K
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
2.3K+ 13.83% |
$236K - $238K
|
18.9K
$1.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.2K+ 13.97% |
$226K - $228K
|
17.9K
$1.85M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.01K+ 4.15% |
$207K - $209K
|
50.6K
$5.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
2KNew |
$205K - $207K
|
2K
$205K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.85K+ 2.76% |
$190K - $191K
|
68.8K
$7.07M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.61K+ 6.45% |
$165K - $167K
|
26.6K
$2.73M
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
1.57K+ 73.41% |
$162K - $163K
|
3.72K
$382K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.23K+ 2.32% |
$126K - $127K
|
54.2K
$5.58M
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.16K+ 3.97% |
$120K - $121K
|
30.5K
$3.13M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.09K+ 13.47% |
$111K - $112K
|
9.14K
$940K
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.06K+ 4.43% |
$109K - $110K
|
25K
$2.57M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.05K+ 7.62% |
$108K - $108K
|
14.8K
$1.52M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
735New |
$75.5K - $76.1K
|
735
$75.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
653+ 0.38% |
$67.1K - $67.7K
|
174K
$17.9M
|
|