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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-325- 0.64% |
$33.6K - $35K
|
50.2K
$5.41M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-330- 12.58% |
$34.1K - $35.5K
|
2.29K
$247K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-333- 39.98% |
$34.4K - $35.9K
|
500
$53.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-335- 12.89% |
$34.6K - $36.1K
|
2.26K
$244K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-339- 1.77% |
$35.1K - $36.5K
|
18.8K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-342- 4.64% |
$35.4K - $36.8K
|
7.02K
$757K
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-342- 3.79% |
$35.4K - $36.8K
|
8.69K
$936K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-346- 6.38% |
$35.8K - $37.3K
|
5.08K
$548K
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-351- 10.93% |
$36.3K - $37.8K
|
2.86K
$308K
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-356- 0.46% |
$36.8K - $38.3K
|
77.2K
$8.32M
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-358- 3.85% |
$37K - $38.6K
|
8.95K
$964K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-360- 2.16% |
$37.2K - $38.8K
|
16.3K
$1.76M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-360- 57.42% |
$37.2K - $38.8K
|
267
$28.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-368- 0.45% |
$38.1K - $39.6K
|
80.7K
$8.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-370- 11.03% |
$38.3K - $39.8K
|
2.99K
$322K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-372- 36.54% |
$38.5K - $40.1K
|
646
$69.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-378- 60.87% |
$39.1K - $40.7K
|
243
$26.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-382- 12.7% |
$39.5K - $41.1K
|
2.63K
$283K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-383- 7.06% |
$39.6K - $41.2K
|
5.04K
$543K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-383- 24.33% |
$39.6K - $41.2K
|
1.19K
$128K
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-392- 1.68% |
$40.5K - $42.2K
|
22.9K
$2.47M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-399- 67.28% |
$41.3K - $43K
|
194
$20.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-405- 6.39% |
$41.9K - $43.6K
|
5.93K
$639K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-413- 15.28% |
$42.7K - $44.5K
|
2.29K
$247K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-427- 0.79% |
$44.2K - $46K
|
53.4K
$5.76M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-429- 21.54% |
$44.4K - $46.2K
|
1.56K
$168K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-437- 16.63% |
$45.2K - $47.1K
|
2.19K
$236K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-439- 10.13% |
$45.4K - $47.3K
|
3.9K
$420K
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-446- 1.04% |
$46.1K - $48K
|
42.4K
$4.58M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-458- 5.66% |
$47.4K - $49.3K
|
7.64K
$823K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-460- 23.86% |
$47.6K - $49.5K
|
1.47K
$158K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-460- 6.21% |
$47.6K - $49.5K
|
6.94K
$748K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-461- 2.95% |
$47.7K - $49.6K
|
15.2K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-463- 38.42% |
$47.9K - $49.9K
|
742
$80K
|
|
|
Nov 13, 2023
Q3 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-470- 6.32% |
$48.6K - $50.6K
|
6.97K
$751K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-472- 0.75% |
$48.8K - $50.8K
|
62.8K
$6.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-474- 5.36% |
$49K - $51K
|
8.38K
$903K
|
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-477- 14.67% |
$49.3K - $51.4K
|
2.77K
$299K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-480- 6.25% |
$49.6K - $51.7K
|
7.2K
$776K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-480- 59.48% |
$49.6K - $51.7K
|
327
$35.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-487- 8.05% |
$50.4K - $52.4K
|
5.57K
$600K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
SELL
|
- |
-498- 0.63% |
$51.5K - $53.6K
|
78.5K
$8.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-500- 3.85% |
$51.7K - $53.9K
|
12.5K
$1.35M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-501- 1.26% |
$51.8K - $54K
|
39.2K
$4.22M
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-520- 2.02% |
$53.8K - $56K
|
25.2K
$2.72M
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-520- 1.43% |
$53.8K - $56K
|
35.7K
$3.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-522- 0.81% |
$54K - $56.2K
|
63.6K
$6.85M
|
|
|
Oct 25, 2023
Q3 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-541- 20.49% |
$55.9K - $58.3K
|
2.1K
$226K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-553- 4.46% |
$57.2K - $59.6K
|
11.9K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
SELL
|
- |
-555- 0.11% |
$57.4K - $59.8K
|
496K
$53.5M
|