Purchases and Sales Made in Q3 2021 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6+ 2.09% |
$764 - $784
|
293
$31.7K
|
|
Nov 15, 2021
Q3 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
6+ 1.5% |
$764 - $784
|
407
$44.1K
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
BUY
|
- |
5+ 0.27% |
$637 - $653
|
1.86K
$202K
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5+ 0.23% |
$637 - $653
|
2.22K
$241K
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 1.21% |
$509 - $522
|
335
$36.3K
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
4+ 1.76% |
$509 - $522
|
231
$25K
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4+ 0.05% |
$509 - $522
|
8.31K
$900K
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
3+ 0.03% |
$382 - $392
|
9.97K
$1.08M
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3+ 0.17% |
$382 - $392
|
1.76K
$191K
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3+ 0.94% |
$382 - $392
|
321
$34.8K
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
2+ 0.23% |
$255 - $261
|
862
$93.4K
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2+ 1.02% |
$255 - $261
|
199
$21.6K
|
|
Oct 26, 2021
Q3 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
2+ 0.08% |
$255 - $261
|
2.6K
$282K
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 2.33% |
$255 - $261
|
88
$9.53K
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2+ 1.64% |
$255 - $261
|
124
$13.4K
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 1.67% |
$127 - $131
|
61
$6.61K
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 1.23% |
$127 - $131
|
82
$8.88K
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1+ 0.0% |
$127 - $131
|
234K
$25.4M
|
|
Nov 15, 2021
Q3 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1+ 0.03% |
$127 - $131
|
3.54K
$383K
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 0.57% |
$127 - $131
|
176
$19.1K
|
|
Nov 12, 2021
Q3 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1+ 3.45% |
$127 - $131
|
30
$3.25K
|
|
Oct 26, 2021
Q3 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-3- 0.02% |
$382 - $392
|
12K
$1.3M
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3- 6.82% |
$382 - $392
|
41
$4.44K
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-4- 0.24% |
$509 - $522
|
1.68K
$182K
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-5Closed |
$637 - $653
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-8- 4.76% |
$1.02K - $1.04K
|
160
$17.3K
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-8- 0.01% |
$1.02K - $1.04K
|
90.9K
$9.84M
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
SELL
|
- |
-9- 0.16% |
$1.15K - $1.18K
|
5.47K
$592K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-9- 0.28% |
$1.15K - $1.18K
|
3.2K
$346K
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-10- 0.09% |
$1.27K - $1.31K
|
11.4K
$1.23M
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-10- 0.16% |
$1.27K - $1.31K
|
6.43K
$697K
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-14- 0.24% |
$1.78K - $1.83K
|
5.8K
$628K
|
|
Nov 12, 2021
Q3 2021
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-15- 0.27% |
$1.91K - $1.96K
|
5.55K
$602K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-18Closed |
$2.29K - $2.35K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Mckinley Capital Management LLC
|
SELL
|
- |
-20- 0.84% |
$2.55K - $2.61K
|
2.36K
$255K
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-20- 0.47% |
$2.55K - $2.61K
|
4.23K
$459K
|
|
Oct 12, 2021
Q3 2021
|
Addison Capital CO
|
SELL
|
- |
-22- 0.26% |
$2.8K - $2.87K
|
8.55K
$926K
|
|
Nov 10, 2021
Q3 2021
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-24- 0.65% |
$3.06K - $3.13K
|
3.7K
$400K
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-24- 3.3% |
$3.06K - $3.13K
|
704
$76.3K
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-25- 0.52% |
$3.18K - $3.27K
|
4.77K
$516K
|
|
Nov 09, 2021
Q3 2021
|
Robinson Capital Management, LLC
|
SELL
|
- |
-25- 3.57% |
$3.18K - $3.27K
|
675
$73.1K
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-25- 50.0% |
$3.18K - $3.27K
|
25
$2.71K
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-27- 2.07% |
$3.44K - $3.53K
|
1.28K
$139K
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-30Closed |
$3.82K - $3.92K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-34- 0.79% |
$4.33K - $4.44K
|
4.25K
$460K
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-37- 97.37% |
$4.71K - $4.83K
|
1
$108
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-40- 3.2% |
$5.09K - $5.22K
|
1.21K
$131K
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-40Closed |
$5.09K - $5.22K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-44- 0.9% |
$5.6K - $5.75K
|
4.85K
$525K
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-47- 17.09% |
$5.98K - $6.14K
|
228
$24.7K
|