Purchases and Sales Made in Q1 2023 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR TIPS BD ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.31KNew |
$352K - $365K
|
3.31K
$357K
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
3.3KNew |
$350K - $364K
|
3.3K
$356K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.23K+ 11.97% |
$343K - $356K
|
30.2K
$3.25M
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
3.22K+ 3.67% |
$342K - $355K
|
91K
$9.81M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.13KNew |
$332K - $345K
|
3.13K
$337K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.08K+ 5.33% |
$327K - $339K
|
60.7K
$6.55M
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
3.06K+ 5.39% |
$325K - $338K
|
59.9K
$6.45M
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
3.03KNew |
$321K - $334K
|
3.03K
$326K
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.02K+ 17.16% |
$321K - $333K
|
20.6K
$2.22M
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.02K+ 27.22% |
$321K - $333K
|
14.1K
$1.52M
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.93K+ 71.25% |
$311K - $322K
|
7.03K
$758K
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.88KNew |
$306K - $318K
|
2.88K
$311K
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$298K - $309K
|
2.8K
$302K
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.73KNew |
$290K - $301K
|
2.73K
$294K
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.61KNew |
$278K - $288K
|
2.61K
$282K
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.55K+ 19.81% |
$271K - $281K
|
15.4K
$1.66M
|
|
Apr 24, 2023
Q1 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
2.49K+ 1.84% |
$265K - $275K
|
138K
$14.8M
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.47K+ 2.66% |
$262K - $272K
|
95K
$10.2M
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.46KNew |
$262K - $272K
|
2.46K
$266K
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.46K+ 14.36% |
$261K - $271K
|
19.6K
$2.11M
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.45K+ 76.13% |
$261K - $270K
|
5.68K
$612K
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.41K+ 35.17% |
$256K - $266K
|
9.27K
$999K
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.35KNew |
$249K - $259K
|
2.35K
$253K
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
2.35K+ 20.35% |
$249K - $259K
|
13.9K
$1.5M
|
|
May 01, 2023
Q1 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
2.32KNew |
$247K - $256K
|
2.32K
$250K
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.26KNew |
$240K - $249K
|
2.26K
$244K
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
2.24KNew |
$238K - $247K
|
2.24K
$242K
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.24K+ 3.23% |
$238K - $247K
|
71.6K
$7.71M
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.19K+ 18.33% |
$233K - $241K
|
14.1K
$1.52M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.17K+ 6.76% |
$230K - $239K
|
34.2K
$3.69M
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.15KNew |
$228K - $237K
|
2.15K
$232K
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.13K+ 74.2% |
$226K - $235K
|
5K
$539K
|
|
May 15, 2023
Q1 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
2.09KNew |
$222K - $230K
|
2.09K
$225K
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
2.07K+ 0.56% |
$220K - $229K
|
375K
$40.4M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.07K+ 6674.19% |
$220K - $228K
|
2.1K
$226K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.06K+ 39.21% |
$219K - $227K
|
7.32K
$789K
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.04K+ 10.9% |
$216K - $224K
|
20.7K
$2.23M
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
2.03K+ 10.52% |
$216K - $224K
|
21.4K
$2.3M
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.03K+ 1.96% |
$216K - $224K
|
106K
$11.4M
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.02K+ 10.69% |
$214K - $223K
|
20.9K
$2.25M
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2KNew |
$213K - $221K
|
2K
$216K
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.98K+ 2.5% |
$210K - $218K
|
81K
$8.73M
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.97KNew |
$209K - $217K
|
1.97K
$212K
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1.94KNew |
$206K - $214K
|
1.94K
$209K
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.87KNew |
$199K - $206K
|
1.87K
$201K
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.83KNew |
$194K - $202K
|
1.83K
$197K
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.68K+ 9.87% |
$179K - $185K
|
18.7K
$2.02M
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.65K+ 26.8% |
$175K - $181K
|
7.79K
$840K
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.59K+ 45.61% |
$169K - $175K
|
5.07K
$547K
|
|
Nov 16, 2023
Q1 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
1.55K+ 3.66% |
$165K - $171K
|
43.9K
$4.74M
|