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
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
18KNew |
$2.29M - $2.34M
|
18K
$1.97M
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17.9K+ 399.24% |
$2.28M - $2.33M
|
22.4K
$2.46M
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
17.7KNew |
$2.25M - $2.31M
|
17.7K
$1.95M
|
|
Nov 05, 2021
Q3 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
17.2K+ 18.44% |
$2.2M - $2.25M
|
111K
$12.2M
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
17.2K+ 4.76% |
$2.19M - $2.25M
|
379K
$41.7M
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16.8K+ 6.2% |
$2.14M - $2.19M
|
287K
$31.6M
|
|
Nov 12, 2021
Q3 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
16.7KNew |
$2.13M - $2.19M
|
16.7K
$1.84M
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
16.3K+ 45.5% |
$2.08M - $2.13M
|
52.1K
$5.74M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
15.8KNew |
$2.01M - $2.06M
|
15.8K
$1.73M
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
15K+ 54.16% |
$1.91M - $1.96M
|
42.7K
$4.7M
|
|
Oct 13, 2021
Q3 2021
|
Berkshire Money Management, Inc.
|
BUY
|
- |
14.9K+ 6.31% |
$1.89M - $1.94M
|
250K
$27.6M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
14.4K+ 42.82% |
$1.83M - $1.88M
|
48.1K
$5.29M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
14.3K+ 40.63% |
$1.82M - $1.87M
|
49.6K
$5.46M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.3K+ 13.5% |
$1.82M - $1.86M
|
120K
$13.2M
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
14KNew |
$1.79M - $1.83M
|
14K
$1.54M
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
13.9K+ 6.53% |
$1.77M - $1.82M
|
227K
$25M
|
|
Oct 22, 2021
Q3 2021
|
Legacy Financial Group LLC
|
BUY
|
- |
13.8K+ 12.1% |
$1.76M - $1.8M
|
128K
$14.1M
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
13.8K+ 9.2% |
$1.75M - $1.8M
|
164K
$18M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
13.7K+ 3.53% |
$1.75M - $1.79M
|
403K
$44.3M
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
13.4K+ 354.18% |
$1.71M - $1.75M
|
17.2K
$1.89M
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
13.1K+ 195.96% |
$1.67M - $1.71M
|
19.8K
$2.17M
|
|
Nov 12, 2021
Q3 2021
|
Summitry LLC
Foster City, CA |
BUY
|
- |
13K+ 2.5% |
$1.65M - $1.7M
|
532K
$58.5M
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
12.4K+ 24.23% |
$1.58M - $1.62M
|
63.5K
$6.98M
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
12.4K+ 24.23% |
$1.58M - $1.62M
|
63.5K
$6.98M
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
12.1K+ 580.59% |
$1.54M - $1.58M
|
14.2K
$1.56M
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
12.1K+ 13.96% |
$1.54M - $1.58M
|
98.6K
$10.8M
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
12K+ 22.02% |
$1.53M - $1.57M
|
66.5K
$7.32M
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
12K+ 40.6% |
$1.52M - $1.56M
|
41.4K
$4.56M
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.4K+ 204.46% |
$1.45M - $1.49M
|
17K
$1.87M
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
11.4K+ 169.24% |
$1.45M - $1.49M
|
18.1K
$1.99M
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.3K+ 322.0% |
$1.44M - $1.48M
|
14.9K
$1.63M
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.3K+ 119.59% |
$1.43M - $1.47M
|
20.7K
$2.28M
|
|
Oct 22, 2021
Q3 2021
|
Western Financial Corporation
|
BUY
|
- |
11.2KNew |
$1.43M - $1.46M
|
11.2K
$1.23M
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11.1K+ 53.68% |
$1.42M - $1.45M
|
31.9K
$3.5M
|
|
Nov 15, 2021
Q3 2021
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
11K+ 4.09% |
$1.39M - $1.43M
|
279K
$30.7M
|
|
Dec 20, 2022
Q3 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
10.8K+ 12.78% |
$1.38M - $1.41M
|
95.4K
$10.5M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.7K+ 23.19% |
$1.37M - $1.4M
|
57K
$6.27M
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
10.7K+ 3.28% |
$1.36M - $1.4M
|
336K
$37M
|
|
Nov 15, 2021
Q3 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
10.7K+ 409.6% |
$1.36M - $1.39M
|
13.3K
$1.46M
|
|
Nov 01, 2021
Q3 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
10.5K+ 36.71% |
$1.34M - $1.38M
|
39.2K
$4.31M
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
10.4K+ 205.93% |
$1.33M - $1.36M
|
15.5K
$1.7M
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
10.4KNew |
$1.32M - $1.36M
|
10.4K
$1.14M
|
|
Nov 05, 2021
Q3 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
10.3KNew |
$1.31M - $1.35M
|
10.3K
$1.14M
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
10.2K+ 127.57% |
$1.3M - $1.33M
|
18.2K
$2M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10.1K+ 121.55% |
$1.28M - $1.31M
|
18.3K
$2.02M
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
9.97K+ 130.15% |
$1.27M - $1.3M
|
17.6K
$1.94M
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.93K+ 1505.15% |
$1.26M - $1.3M
|
10.6K
$1.17M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.91K+ 7.86% |
$1.26M - $1.29M
|
136K
$15M
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
9.68K+ 3.48% |
$1.23M - $1.26M
|
288K
$31.7M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.67K+ 43.12% |
$1.23M - $1.26M
|
32.1K
$3.53M
|