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 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-165- 3.38% |
$17.1K - $17.8K
|
4.72K
$510K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-169- 1.38% |
$17.5K - $18.2K
|
12.1K
$1.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-170- 0.81% |
$17.6K - $18.3K
|
20.9K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-172- 5.64% |
$17.8K - $18.5K
|
2.88K
$311K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-179- 5.91% |
$18.5K - $19.3K
|
2.85K
$308K
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
SELL
|
- |
-183- 3.01% |
$18.9K - $19.7K
|
5.89K
$637K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-184- 8.12% |
$19K - $19.8K
|
2.08K
$225K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-187- 16.92% |
$19.3K - $20.1K
|
918
$99.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-189- 1.11% |
$19.5K - $20.4K
|
16.8K
$1.82M
|
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-190- 1.04% |
$19.6K - $20.5K
|
18K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
SELL
|
- |
-191- 7.56% |
$19.7K - $20.6K
|
2.34K
$253K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-193- 5.94% |
$20K - $20.8K
|
3.06K
$331K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-194- 7.14% |
$20.1K - $20.9K
|
2.52K
$273K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-200- 5.45% |
$20.7K - $21.5K
|
3.47K
$375K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-200- 16.46% |
$20.7K - $21.5K
|
1.02K
$110K
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-200- 8.91% |
$20.7K - $21.5K
|
2.05K
$221K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-207- 37.3% |
$21.4K - $22.3K
|
348
$37.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-208- 2.44% |
$21.5K - $22.4K
|
8.32K
$900K
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-210- 2.48% |
$21.7K - $22.6K
|
8.25K
$891K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-212- 2.69% |
$21.9K - $22.8K
|
7.67K
$829K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-212- 7.99% |
$21.9K - $22.8K
|
2.44K
$264K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-212- 0.75% |
$21.9K - $22.8K
|
28.1K
$3.03M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-222- 1.1% |
$23K - $23.9K
|
19.9K
$2.15M
|
|
|
Oct 31, 2023
Q3 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-225- 2.77% |
$23.3K - $24.2K
|
7.9K
$854K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-225- 4.17% |
$23.3K - $24.2K
|
5.17K
$558K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-225- 1.52% |
$23.3K - $24.2K
|
14.6K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-225- 60.0% |
$23.3K - $24.2K
|
150
$16.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-230- 2.76% |
$23.8K - $24.8K
|
8.1K
$876K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-232- 5.98% |
$24K - $25K
|
3.65K
$394K
|
|
|
Nov 06, 2023
Q3 2023
|
Ghe, LLC
|
SELL
|
- |
-244- 6.57% |
$25.2K - $26.3K
|
3.47K
$375K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-248- 8.74% |
$25.6K - $26.7K
|
2.59K
$280K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-250- 13.4% |
$25.9K - $26.9K
|
1.62K
$175K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-250- 13.4% |
$25.9K - $26.9K
|
1.62K
$175K
|
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-250- 9.09% |
$25.9K - $26.9K
|
2.5K
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-260- 1.94% |
$26.9K - $28K
|
13.2K
$1.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-265- 1.18% |
$27.4K - $28.5K
|
22.1K
$2.39M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-275- 2.78% |
$28.4K - $29.6K
|
9.63K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-284- 4.48% |
$29.4K - $30.6K
|
6.06K
$655K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-288- 11.02% |
$29.8K - $31K
|
2.33K
$251K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-288- 3.21% |
$29.8K - $31K
|
8.69K
$939K
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
SELL
|
- |
-290- 3.23% |
$30K - $31.2K
|
8.7K
$941K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-297- 9.46% |
$30.7K - $32K
|
2.84K
$307K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-298- 3.41% |
$30.8K - $32.1K
|
8.43K
$912K
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-300- 4.51% |
$31K - $32.3K
|
6.35K
$686K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-304- 1.19% |
$31.4K - $32.7K
|
25.3K
$2.74M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-306- 12.98% |
$31.6K - $33K
|
2.05K
$222K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-310- 3.06% |
$32.1K - $33.4K
|
9.84K
$1.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-319- 3.25% |
$33K - $34.4K
|
9.49K
$1.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-322- 1.84% |
$33.3K - $34.7K
|
17.1K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-324- 7.89% |
$33.5K - $34.9K
|
3.79K
$409K
|