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 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.37K- 16.61% |
$348K - $363K
|
16.9K
$1.81M
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-3.4K- 55.66% |
$351K - $366K
|
2.71K
$290K
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
SELL
|
- |
-3.45K- 49.91% |
$357K - $371K
|
3.46K
$370K
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-3.49K- 6.0% |
$361K - $376K
|
54.7K
$5.86M
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.62K- 17.95% |
$375K - $390K
|
16.6K
$1.77M
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-3.67K- 34.7% |
$380K - $396K
|
6.91K
$740K
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.74K- 53.48% |
$387K - $403K
|
3.26K
$349K
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.76K- 10.23% |
$389K - $405K
|
33K
$3.53M
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.95K- 12.47% |
$409K - $426K
|
27.7K
$2.97M
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4K- 4.0% |
$414K - $431K
|
95.9K
$10.3M
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-4.09K- 39.47% |
$423K - $441K
|
6.28K
$672K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.14K- 19.22% |
$428K - $446K
|
17.4K
$1.86M
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-4.17K- 1.41% |
$431K - $449K
|
290K
$31.1M
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.18K- 26.7% |
$432K - $450K
|
11.5K
$1.23M
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.22K- 16.8% |
$436K - $455K
|
20.9K
$2.24M
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-4.33K- 9.85% |
$447K - $466K
|
39.6K
$4.24M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.44K- 8.77% |
$459K - $478K
|
46.2K
$4.94M
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-4.59K- 46.8% |
$475K - $495K
|
5.22K
$559K
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.61K- 57.64% |
$477K - $497K
|
3.39K
$363K
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4.67K- 40.96% |
$482K - $502K
|
6.73K
$720K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-4.95K- 8.71% |
$512K - $533K
|
51.9K
$5.55M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.99K- 12.15% |
$516K - $537K
|
36.1K
$3.86M
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5K- 43.78% |
$517K - $538K
|
6.42K
$687K
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5K- 24.07% |
$517K - $539K
|
15.8K
$1.69M
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-5K- 27.47% |
$517K - $539K
|
13.2K
$1.41M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.08K- 6.83% |
$526K - $548K
|
69.4K
$7.43M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.08K- 6.83% |
$526K - $548K
|
69.4K
$7.43M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-5.2K- 25.62% |
$537K - $560K
|
15.1K
$1.61M
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-5.32K- 62.69% |
$551K - $573K
|
3.17K
$339K
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.45K- 9.48% |
$563K - $587K
|
52K
$5.57M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.63K- 22.77% |
$582K - $606K
|
19.1K
$2.04M
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.63K- 17.6% |
$582K - $606K
|
26.4K
$2.82M
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-5.95K- 10.01% |
$616K - $641K
|
53.5K
$5.73M
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.01K- 22.3% |
$622K - $647K
|
20.9K
$2.24M
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-6.07K- 57.23% |
$628K - $654K
|
4.54K
$486K
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6.09K- 29.41% |
$630K - $656K
|
14.6K
$1.56M
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6.13K- 79.98% |
$633K - $660K
|
1.53K
$164K
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-6.26K- 12.03% |
$648K - $675K
|
45.8K
$4.9M
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-6.54K- 65.78% |
$676K - $704K
|
3.4K
$364K
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-6.8K- 43.31% |
$703K - $732K
|
8.9K
$952K
|
|
Nov 06, 2023
Q3 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-6.99K- 16.55% |
$723K - $753K
|
35.2K
$3.77M
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-7.28K- 46.73% |
$752K - $784K
|
8.29K
$888K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.34K- 5.32% |
$759K - $790K
|
131K
$14M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-7.36K- 17.25% |
$761K - $792K
|
35.3K
$3.78M
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-7.45K- 45.7% |
$770K - $802K
|
8.85K
$947K
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.61K- 35.08% |
$787K - $819K
|
14.1K
$1.51M
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-7.65K- 10.6% |
$790K - $823K
|
64.5K
$6.9M
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-7.89K- 21.27% |
$816K - $850K
|
29.2K
$3.13M
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-7.98K- 3.94% |
$825K - $859K
|
194K
$20.8M
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-8.04K- 22.91% |
$831K - $866K
|
27.1K
$2.9M
|