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 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
40.1K+ 119.17% |
$4.15M - $4.32M
|
73.8K
$7.95M
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
37.9KNew |
$3.92M - $4.09M
|
37.9K
$4.09M
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
35.7KNew |
$3.69M - $3.84M
|
35.7K
$3.85M
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
35.2K+ 7372.54% |
$3.64M - $3.79M
|
35.6K
$3.84M
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
34.8KNew |
$3.6M - $3.75M
|
34.8K
$3.75M
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
32.8K+ 157.97% |
$3.39M - $3.53M
|
53.6K
$5.77M
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
31.8K+ 40.66% |
$3.29M - $3.42M
|
110K
$11.8M
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
30.4K+ 2047.44% |
$3.15M - $3.28M
|
31.9K
$3.44M
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
28.5KNew |
$2.94M - $3.07M
|
28.5K
$3.07M
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
28.4K+ 1115.57% |
$2.93M - $3.06M
|
30.9K
$3.33M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.4K+ 3.88% |
$2.93M - $3.06M
|
759K
$81.8M
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
28.2KNew |
$2.92M - $3.04M
|
28.2K
$3.05M
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
26.6K+ 669.2% |
$2.75M - $2.86M
|
30.5K
$3.29M
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
26.1KNew |
$2.7M - $2.81M
|
26.1K
$2.81M
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
25.3K+ 317.22% |
$2.61M - $2.72M
|
33.2K
$3.58M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25.2K+ 78.19% |
$2.6M - $2.71M
|
57.4K
$6.19M
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
24.9K+ 2609.34% |
$2.57M - $2.68M
|
25.8K
$2.78M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.6K+ 73.45% |
$2.54M - $2.65M
|
58.1K
$6.26M
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
24.2K+ 9.13% |
$2.51M - $2.61M
|
290K
$31.2M
|
|
Nov 02, 2023
Q3 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
23.7K+ 581.55% |
$2.45M - $2.56M
|
27.8K
$3M
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
23.7KNew |
$2.45M - $2.55M
|
23.7K
$2.55M
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
23.6KNew |
$2.44M - $2.54M
|
23.6K
$2.55M
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
23.5KNew |
$2.43M - $2.53M
|
23.5K
$2.54M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
23.3K+ 568.86% |
$2.41M - $2.51M
|
27.4K
$2.95M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21K+ 10.59% |
$2.17M - $2.26M
|
220K
$23.7M
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
21KNew |
$2.17M - $2.26M
|
21K
$2.26M
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
20.5K+ 850.44% |
$2.12M - $2.21M
|
22.9K
$2.47M
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
20.2K+ 46.61% |
$2.09M - $2.17M
|
63.5K
$6.84M
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
19.8K+ 9.25% |
$2.05M - $2.13M
|
234K
$25.2M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
19.4K+ 99.32% |
$2M - $2.09M
|
38.9K
$4.19M
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
19.2KNew |
$1.99M - $2.07M
|
19.2K
$2.07M
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
19.1K+ 494.64% |
$1.97M - $2.06M
|
23K
$2.47M
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
18.5K+ 295.61% |
$1.91M - $1.99M
|
24.8K
$2.67M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.2K+ 19.23% |
$1.88M - $1.96M
|
113K
$12.2M
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
18KNew |
$1.87M - $1.94M
|
18K
$1.95M
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
18K+ 2679.05% |
$1.86M - $1.94M
|
18.7K
$2.02M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.6K+ 246.75% |
$1.82M - $1.9M
|
24.8K
$2.67M
|
|
Nov 14, 2023
Q3 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
16.9KNew |
$1.75M - $1.82M
|
16.9K
$1.82M
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
16.8KNew |
$1.74M - $1.81M
|
16.8K
$1.81M
|
|
Oct 27, 2023
Q3 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
16.8KNew |
$1.73M - $1.81M
|
16.8K
$1.81M
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.7KNew |
$1.73M - $1.8M
|
16.7K
$1.8M
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
15.9KNew |
$1.65M - $1.72M
|
15.9K
$1.72M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
14.6K+ 13.07% |
$1.51M - $1.57M
|
126K
$13.6M
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
14.6K+ 529.18% |
$1.51M - $1.57M
|
17.3K
$1.87M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.9K+ 5.49% |
$1.34M - $1.39M
|
249K
$26.8M
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
BUY
|
- |
12.9K+ 201.03% |
$1.34M - $1.39M
|
19.4K
$2.09M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.8K+ 10.7% |
$1.32M - $1.38M
|
132K
$14.2M
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
12.7K+ 94.13% |
$1.31M - $1.36M
|
26.1K
$2.82M
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$1.31M - $1.36M
|
12.6K
$1.36M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.6K+ 23.84% |
$1.3M - $1.36M
|
65.4K
$7.05M
|