Purchases and Sales Made in Q3 2022 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
SELL
|
- |
-4.36K- 12.86% |
$457K - $516K
|
29.5K
$3.18M
|
|
|
Oct 12, 2022
Q3 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-4.37K- 68.68% |
$459K - $517K
|
1.99K
$215K
|
|
|
Oct 21, 2022
Q3 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-4.45K- 32.54% |
$467K - $526K
|
9.23K
$994K
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-4.49K- 44.83% |
$471K - $531K
|
5.53K
$596K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4.51K- 68.21% |
$473K - $533K
|
2.1K
$226K
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-4.55K- 2.8% |
$477K - $538K
|
158K
$17M
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-4.68K- 41.5% |
$490K - $553K
|
6.59K
$710K
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
SELL
|
- |
-4.69K- 49.14% |
$492K - $554K
|
4.85K
$523K
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-4.71K- 6.53% |
$494K - $557K
|
67.4K
$7.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-4.73K- 20.03% |
$497K - $560K
|
18.9K
$2.04M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.75K- 11.41% |
$498K - $562K
|
36.9K
$3.98M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.81K- 17.84% |
$504K - $568K
|
22.1K
$2.39M
|
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-4.86K- 5.86% |
$510K - $575K
|
78.1K
$8.42M
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-4.86K- 31.8% |
$510K - $575K
|
10.4K
$1.12M
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-4.88K- 13.27% |
$512K - $577K
|
31.9K
$3.44M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.05K- 2.78% |
$529K - $597K
|
176K
$19M
|
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-5.12K- 70.4% |
$537K - $605K
|
2.15K
$232K
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.14K- 13.53% |
$539K - $608K
|
32.9K
$3.54M
|
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-5.17K- 16.37% |
$542K - $611K
|
26.4K
$2.85M
|
|
|
Oct 27, 2022
Q3 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-5.17K- 46.75% |
$543K - $611K
|
5.89K
$635K
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-5.26K- 31.2% |
$551K - $621K
|
11.6K
$1.25M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.26K- 21.54% |
$551K - $621K
|
19.1K
$2.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.3K- 10.38% |
$556K - $627K
|
45.8K
$4.93M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.31K- 5.54% |
$557K - $628K
|
90.6K
$9.77M
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-5.48K- 15.46% |
$575K - $648K
|
30K
$3.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-5.49K- 77.78% |
$576K - $649K
|
1.57K
$169K
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-5.61K- 27.08% |
$589K - $663K
|
15.1K
$1.63M
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5.69K- 33.52% |
$597K - $672K
|
11.3K
$1.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-5.77K- 69.96% |
$605K - $682K
|
2.48K
$267K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.81K- 24.16% |
$609K - $687K
|
18.2K
$1.97M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.1K- 34.88% |
$639K - $721K
|
11.4K
$1.23M
|
|
|
Mar 28, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-6.17K- 24.2% |
$647K - $730K
|
19.3K
$2.08M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.19K- 48.72% |
$649K - $731K
|
6.51K
$702K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.19K- 48.72% |
$649K - $731K
|
6.51K
$702K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.2K- 10.62% |
$651K - $733K
|
52.2K
$5.62M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.29K- 9.27% |
$660K - $743K
|
61.6K
$6.64M
|
|
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-6.3KClosed |
$660K - $744K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-6.3K- 37.83% |
$661K - $745K
|
10.4K
$1.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.36K- 10.65% |
$667K - $752K
|
53.3K
$5.75M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.4K- 58.34% |
$672K - $757K
|
4.57K
$493K
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-6.45K- 15.68% |
$676K - $762K
|
34.7K
$3.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6.55K- 22.36% |
$687K - $774K
|
22.7K
$2.45M
|
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-6.71K- 5.32% |
$704K - $794K
|
119K
$12.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
SELL
|
- |
-6.8K- 49.72% |
$713K - $803K
|
6.87K
$741K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-6.88K- 63.64% |
$721K - $813K
|
3.93K
$423K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-6.94K- 47.4% |
$728K - $821K
|
7.7K
$830K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.99K- 59.12% |
$733K - $827K
|
4.84K
$521K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-7.02KClosed |
$736K - $830K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-7.07K- 18.74% |
$742K - $836K
|
30.7K
$3.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Miramar Capital, LLC
|
SELL
|
- |
-7.25K- 70.31% |
$760K - $857K
|
3.06K
$330K
|