Purchases and Sales Made in Q3 2023 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-68- 83.95% |
$7.03K - $7.32K
|
13
$1.4K
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-73- 53.28% |
$7.55K - $7.86K
|
64
$6.9K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-73- 29.67% |
$7.55K - $7.86K
|
173
$18.6K
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-75- 20.05% |
$7.76K - $8.08K
|
299
$32.2K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-75- 6.11% |
$7.76K - $8.08K
|
1.15K
$124K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-76- 11.09% |
$7.86K - $8.19K
|
609
$65.7K
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-77- 2.62% |
$7.96K - $8.29K
|
2.87K
$309K
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-77- 1.43% |
$7.96K - $8.29K
|
5.32K
$573K
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-78- 1.93% |
$8.07K - $8.4K
|
3.97K
$428K
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-80- 1.36% |
$8.27K - $8.62K
|
5.82K
$628K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-84- 0.43% |
$8.69K - $9.05K
|
19.5K
$2.1M
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-86- 1.63% |
$8.89K - $9.26K
|
5.2K
$560K
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-90- 4.22% |
$9.31K - $9.69K
|
2.04K
$220K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-90- 31.03% |
$9.31K - $9.69K
|
200
$21.6K
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-90- 2.49% |
$9.31K - $9.69K
|
3.52K
$380K
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-93- 50.0% |
$9.62K - $10K
|
93
$10K
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-94- 2.15% |
$9.72K - $10.1K
|
4.29K
$462K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-94- 3.03% |
$9.72K - $10.1K
|
3.01K
$324K
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-94- 1.0% |
$9.72K - $10.1K
|
9.35K
$1.01M
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-97- 78.86% |
$10K - $10.4K
|
26
$2.8K
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-100- 4.09% |
$10.3K - $10.8K
|
2.35K
$253K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-100- 50.0% |
$10.3K - $10.8K
|
100
$10.8K
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-100- 1.94% |
$10.3K - $10.8K
|
5.06K
$545K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-100- 3.23% |
$10.3K - $10.8K
|
2.99K
$323K
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-100- 1.05% |
$10.3K - $10.8K
|
9.43K
$1.02M
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
SELL
|
- |
-109- 1.74% |
$11.3K - $11.7K
|
6.15K
$663K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-113- 0.55% |
$11.7K - $12.2K
|
20.6K
$2.22M
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-114Closed |
$11.8K - $12.3K
|
0
$0
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-117- 3.3% |
$12.1K - $12.6K
|
3.43K
$370K
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-119- 5.21% |
$12.3K - $12.8K
|
2.17K
$233K
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-120- 4.29% |
$12.4K - $12.9K
|
2.68K
$289K
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-120- 15.46% |
$12.4K - $12.9K
|
656
$70.7K
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-122- 21.94% |
$12.6K - $13.1K
|
434
$46.8K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-123- 8.36% |
$12.7K - $13.2K
|
1.35K
$145K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-125- 40.19% |
$12.9K - $13.5K
|
186
$20.1K
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-126- 11.28% |
$13K - $13.6K
|
991
$107K
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-127Closed |
$13.1K - $13.7K
|
0
$0
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-127- 51.42% |
$13.1K - $13.7K
|
120
$12.9K
|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-130- 5.23% |
$13.4K - $14K
|
2.36K
$254K
|
|
Nov 14, 2023
Q3 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-132- 3.43% |
$13.6K - $14.2K
|
3.71K
$400K
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-133- 2.16% |
$13.8K - $14.3K
|
6.03K
$650K
|
|
Oct 18, 2023
Q3 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-143- 1.17% |
$14.8K - $15.4K
|
12.1K
$1.3M
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-150- 3.8% |
$15.5K - $16.2K
|
3.8K
$409K
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-150- 6.98% |
$15.5K - $16.2K
|
2K
$216K
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-151- 4.76% |
$15.6K - $16.3K
|
3.02K
$326K
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-153- 6.12% |
$15.8K - $16.5K
|
2.35K
$253K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-153- 1.62% |
$15.8K - $16.5K
|
9.27K
$999K
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-158- 1.21% |
$16.3K - $17K
|
12.9K
$1.39M
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-165- 6.73% |
$17.1K - $17.8K
|
2.29K
$246K
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-165- 3.33% |
$17.1K - $17.8K
|
4.79K
$516K
|