Purchases and Sales Made in Q2 2023 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.64KNew |
$390K - $405K
|
3.64K
$389K
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
3.55K+ 3.71% |
$381K - $395K
|
99.2K
$10.6M
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
3.32K+ 1.93% |
$355K - $369K
|
175K
$18.7M
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.26K+ 15.79% |
$349K - $362K
|
23.9K
$2.55M
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
3.25K+ 19.21% |
$348K - $362K
|
20.2K
$2.15M
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.24KNew |
$347K - $361K
|
3.24K
$346K
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.12K+ 3.92% |
$334K - $347K
|
82.8K
$8.83M
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.08K+ 7.4% |
$330K - $342K
|
44.7K
$4.77M
|
|
Jul 28, 2023
Q2 2023
|
Verger Capital Management LLC
|
BUY
|
- |
3.06K+ 5.07% |
$328K - $340K
|
63.5K
$6.77M
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.94K+ 20.87% |
$315K - $327K
|
17K
$1.82M
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.91K+ 80.48% |
$312K - $324K
|
6.54K
$697K
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.89KNew |
$309K - $321K
|
2.89K
$308K
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
2.89K+ 1.38% |
$309K - $321K
|
212K
$22.6M
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
2.82KNew |
$302K - $313K
|
2.82K
$301K
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.77K+ 17.67% |
$297K - $308K
|
18.5K
$1.97M
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.77K+ 4.31% |
$297K - $308K
|
67.1K
$7.16M
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
2.77K+ 2.79% |
$297K - $308K
|
102K
$10.9M
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.71KNew |
$290K - $301K
|
2.71K
$289K
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.69K+ 43.43% |
$288K - $299K
|
8.89K
$949K
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.62K+ 44.34% |
$280K - $291K
|
8.51K
$908K
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.61KNew |
$279K - $290K
|
2.61K
$278K
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
BUY
|
- |
2.58KNew |
$277K - $287K
|
2.58K
$276K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.56K+ 4.03% |
$274K - $285K
|
66.2K
$7.06M
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
2.41K+ 8.78% |
$258K - $268K
|
29.9K
$3.19M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.39K+ 8.92% |
$256K - $266K
|
29.2K
$3.12M
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.37K+ 3.83% |
$254K - $264K
|
64.4K
$6.87M
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
2.29K+ 9.93% |
$245K - $254K
|
25.3K
$2.7M
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.22K+ 2.33% |
$238K - $247K
|
97.3K
$10.4M
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
2.19KNew |
$234K - $243K
|
2.19K
$233K
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.18K+ 32.48% |
$233K - $242K
|
8.89K
$949K
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.14K+ 3.58% |
$229K - $238K
|
61.9K
$6.61M
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.13K+ 25.52% |
$228K - $237K
|
10.5K
$1.12M
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
2.11K+ 1.83% |
$226K - $234K
|
117K
$12.5M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.08KNew |
$223K - $231K
|
2.08K
$222K
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.01K+ 9.16% |
$215K - $223K
|
23.9K
$2.55M
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
1.94K+ 10.69% |
$208K - $216K
|
20.1K
$2.15M
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.92KNew |
$206K - $213K
|
1.92K
$205K
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.91K+ 11.32% |
$204K - $212K
|
18.8K
$2M
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.89K+ 181.56% |
$202K - $210K
|
2.93K
$313K
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.82K+ 99.45% |
$195K - $202K
|
3.65K
$389K
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.81K+ 2.74% |
$194K - $202K
|
68.1K
$7.26M
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
1.72K+ 2.27% |
$184K - $191K
|
77.6K
$8.28M
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.66K+ 26.4% |
$178K - $185K
|
7.96K
$849K
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.65K+ 83.93% |
$177K - $183K
|
3.62K
$386K
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.64K+ 3.89% |
$176K - $183K
|
43.9K
$4.69M
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1.61K+ 1.58% |
$172K - $178K
|
103K
$11M
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1.57K+ 2.69% |
$168K - $174K
|
59.9K
$6.39M
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.57K+ 46.49% |
$168K - $174K
|
4.93K
$526K
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
BUY
|
- |
1.55K+ 2.5% |
$166K - $172K
|
63.6K
$6.79M
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.52K+ 12.83% |
$163K - $169K
|
13.4K
$1.43M
|