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 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.55K+ 50.13% |
$164K - $170K
|
4.63K
$499K
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.51K+ 1.97% |
$161K - $167K
|
78.1K
$8.42M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.38K+ 3.39% |
$147K - $153K
|
42.3K
$4.56M
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.37K+ 11.79% |
$146K - $151K
|
13K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.35KNew |
$144K - $149K
|
1.35K
$146K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.34K+ 10.89% |
$143K - $148K
|
13.7K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.3K+ 3.9% |
$138K - $144K
|
34.7K
$3.74M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.28K+ 20.35% |
$136K - $141K
|
7.57K
$816K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.27K+ 808.28% |
$135K - $140K
|
1.43K
$154K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.08K+ 24.82% |
$115K - $119K
|
5.43K
$586K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.07K+ 7.01% |
$113K - $118K
|
16.3K
$1.76M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.06K+ 3.8% |
$113K - $117K
|
28.9K
$3.12M
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.04K+ 1.68% |
$111K - $115K
|
63K
$6.79M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.03K+ 1.96% |
$110K - $114K
|
53.7K
$5.78M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
985New |
$105K - $109K
|
985
$106K
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
963+ 1.52% |
$102K - $106K
|
64.3K
$6.94M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
893+ 0.5% |
$94.9K - $98.5K
|
180K
$19.4M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
892+ 16.18% |
$94.8K - $98.3K
|
6.4K
$690K
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
839+ 3.09% |
$89.1K - $92.5K
|
28K
$3.01M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
831New |
$88.3K - $91.6K
|
831
$89.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
831+ 10.23% |
$88.3K - $91.6K
|
8.96K
$966K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
826+ 1.74% |
$87.8K - $91.1K
|
48.2K
$5.2M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
823+ 43.07% |
$87.4K - $90.7K
|
2.73K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
816+ 2.87% |
$86.7K - $90K
|
29.3K
$3.16M
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
798+ 8.37% |
$84.8K - $88K
|
10.3K
$1.11M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
796+ 2.61% |
$84.6K - $87.8K
|
31.3K
$3.38M
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
796+ 9.11% |
$84.6K - $87.8K
|
9.53K
$1.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
768+ 2.14% |
$81.6K - $84.7K
|
36.6K
$3.95M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
766+ 2.69% |
$81.4K - $84.5K
|
29.3K
$3.16M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
737+ 4.15% |
$78.3K - $81.3K
|
18.5K
$1.99M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
668+ 16.1% |
$71K - $73.6K
|
4.82K
$519K
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
667+ 0.68% |
$70.9K - $73.5K
|
99.3K
$10.7M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
599+ 6.59% |
$63.6K - $66K
|
9.68K
$1.04M
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
BUY
|
- |
596+ 3.79% |
$63.3K - $65.7K
|
16.3K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
595+ 4.41% |
$63.2K - $65.6K
|
14.1K
$1.52M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
595+ 0.81% |
$63.2K - $65.6K
|
74.5K
$8.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
593New |
$63K - $65.4K
|
593
$63.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
586+ 7.92% |
$62.3K - $64.6K
|
7.99K
$861K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
544+ 5.11% |
$57.8K - $60K
|
11.2K
$1.21M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
536+ 223.33% |
$56.9K - $59.1K
|
776
$83.7K
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
BUY
|
- |
501+ 0.81% |
$53.2K - $55.2K
|
62.1K
$6.69M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
484New |
$51.4K - $53.4K
|
484
$52.2K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
480+ 3.08% |
$51K - $52.9K
|
16.1K
$1.73M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
476+ 3.6% |
$50.6K - $52.5K
|
13.7K
$1.48M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
470+ 1.61% |
$49.9K - $51.8K
|
29.7K
$3.2M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
467+ 1.73% |
$49.6K - $51.5K
|
27.5K
$2.97M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
460+ 20.74% |
$48.9K - $50.7K
|
2.68K
$289K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
448+ 38.13% |
$47.6K - $49.4K
|
1.62K
$175K
|
|
|
Sep 05, 2023
Q1 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
443+ 7.79% |
$47.1K - $48.8K
|
6.13K
$661K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
434+ 233.33% |
$46.1K - $47.8K
|
620
$66.8K
|