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 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-6.8K- 43.31% |
$703K - $732K
|
8.9K
$959K
|
|
|
Nov 06, 2023
Q3 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-6.99K- 16.55% |
$723K - $753K
|
35.2K
$3.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-7.28K- 46.73% |
$752K - $784K
|
8.29K
$894K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.34K- 5.32% |
$759K - $790K
|
131K
$14.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-7.36K- 17.25% |
$761K - $792K
|
35.3K
$3.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-7.45K- 45.7% |
$770K - $802K
|
8.85K
$954K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.61K- 35.08% |
$787K - $819K
|
14.1K
$1.52M
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-7.65K- 10.6% |
$790K - $823K
|
64.5K
$6.95M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-7.89K- 21.27% |
$816K - $850K
|
29.2K
$3.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-7.98K- 3.94% |
$825K - $859K
|
194K
$20.9M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-8.04K- 22.91% |
$831K - $866K
|
27.1K
$2.92M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-8.05K- 5.7% |
$832K - $867K
|
133K
$14.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-8.34K- 91.82% |
$862K - $898K
|
743
$80.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.43K- 15.58% |
$872K - $908K
|
45.7K
$4.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.58K- 31.33% |
$887K - $924K
|
18.8K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-8.91K- 17.14% |
$921K - $959K
|
43.1K
$4.64M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-8.93KClosed |
$923K - $962K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-9.19K- 43.54% |
$951K - $990K
|
11.9K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-9.21K- 13.91% |
$952K - $992K
|
57K
$6.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
SELL
|
- |
-10K- 5.72% |
$1.04M - $1.08M
|
165K
$17.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-10.1K- 39.88% |
$1.05M - $1.09M
|
15.3K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Verger Capital Management LLC
|
SELL
|
- |
-10.1K- 15.95% |
$1.05M - $1.09M
|
53.4K
$5.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-10.4K- 5.76% |
$1.07M - $1.12M
|
170K
$18.3M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-10.4K- 52.86% |
$1.08M - $1.12M
|
9.32K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10.5K- 13.29% |
$1.09M - $1.13M
|
68.7K
$7.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.6K- 20.79% |
$1.1M - $1.15M
|
40.5K
$4.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-11K- 32.79% |
$1.14M - $1.19M
|
22.6K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-11.2K- 10.66% |
$1.15M - $1.2M
|
93.5K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-12K- 47.87% |
$1.24M - $1.29M
|
13.1K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-12.2K- 41.35% |
$1.27M - $1.32M
|
17.4K
$1.87M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-12.3K- 25.09% |
$1.27M - $1.32M
|
36.7K
$3.95M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.8K- 6.55% |
$1.32M - $1.38M
|
183K
$19.7M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-13K- 78.94% |
$1.35M - $1.4M
|
3.48K
$375K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-13.3K- 16.85% |
$1.38M - $1.44M
|
65.8K
$7.1M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-13.4K- 17.35% |
$1.38M - $1.44M
|
63.7K
$6.86M
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-13.9K- 68.83% |
$1.44M - $1.5M
|
6.29K
$678K
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-14K- 75.49% |
$1.44M - $1.5M
|
4.53K
$488K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.5K- 5.96% |
$1.5M - $1.56M
|
228K
$24.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-14.5K- 59.98% |
$1.5M - $1.56M
|
9.67K
$1.04M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-14.5K- 49.11% |
$1.5M - $1.56M
|
15K
$1.62M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-14.7K- 82.6% |
$1.52M - $1.58M
|
3.1K
$334K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-15K- 25.82% |
$1.55M - $1.62M
|
43.1K
$4.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-15K- 16.34% |
$1.55M - $1.62M
|
76.8K
$8.28M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-15.1K- 13.44% |
$1.56M - $1.62M
|
97K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-15.3K- 21.21% |
$1.58M - $1.65M
|
56.8K
$6.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-15.9K- 35.67% |
$1.65M - $1.72M
|
28.7K
$3.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-16K- 1.4% |
$1.65M - $1.72M
|
1.13M
$122M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-16.6K- 58.34% |
$1.72M - $1.79M
|
11.8K
$1.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.3K- 14.55% |
$1.79M - $1.87M
|
102K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-18K- 45.03% |
$1.86M - $1.94M
|
22K
$2.37M
|