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 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
805+ 36.49% |
$83.2K - $86.7K
|
3.01K
$325K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
800New |
$82.7K - $86.2K
|
800
$86.2K
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
BUY
|
- |
762+ 1.2% |
$78.8K - $82.1K
|
64.4K
$6.94M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
736+ 14.06% |
$76.1K - $79.3K
|
5.97K
$644K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
718+ 5.01% |
$74.2K - $77.3K
|
15K
$1.62M
|
|
|
Oct 30, 2023
Q3 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
699+ 10.37% |
$72.3K - $75.3K
|
7.44K
$802K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
676+ 156.48% |
$69.9K - $72.8K
|
1.11K
$119K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
672+ 0.66% |
$69.5K - $72.4K
|
103K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
668+ 0.46% |
$69.1K - $71.9K
|
147K
$15.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
660+ 264.0% |
$68.2K - $71.1K
|
910
$98.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
641+ 0.8% |
$66.3K - $69K
|
80.6K
$8.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
636+ 1.23% |
$65.8K - $68.5K
|
52.4K
$5.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
622+ 1.58% |
$64.3K - $67K
|
40K
$4.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
618+ 13.98% |
$63.9K - $66.6K
|
5.04K
$543K
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
613+ 29.49% |
$63.4K - $66K
|
2.69K
$290K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
579+ 63.42% |
$59.9K - $62.4K
|
1.49K
$161K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
564+ 1375.61% |
$58.3K - $60.7K
|
605
$65.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
547+ 2.29% |
$56.6K - $58.9K
|
24.4K
$2.63M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
534+ 272.45% |
$55.2K - $57.5K
|
730
$78.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
517+ 17.51% |
$53.5K - $55.7K
|
3.47K
$374K
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
492+ 4.57% |
$50.9K - $53K
|
11.3K
$1.21M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
487+ 11.03% |
$50.4K - $52.4K
|
4.9K
$529K
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
481+ 4.89% |
$49.7K - $51.8K
|
10.3K
$1.11M
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
481+ 0.72% |
$49.7K - $51.8K
|
67.6K
$7.29M
|
|
|
Nov 03, 2023
Q3 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
465+ 11.34% |
$48.1K - $50.1K
|
4.56K
$492K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
464+ 7.92% |
$48K - $50K
|
6.33K
$682K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
463+ 35.92% |
$47.9K - $49.9K
|
1.75K
$189K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
456+ 9.98% |
$47.2K - $49.1K
|
5.03K
$542K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
451+ 1.87% |
$46.6K - $48.6K
|
24.5K
$2.65M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
431+ 8.45% |
$44.6K - $46.4K
|
5.53K
$596K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
411New |
$42.5K - $44.3K
|
411
$44.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
399+ 4.09% |
$41.3K - $43K
|
10.2K
$1.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
392+ 1.24% |
$40.5K - $42.2K
|
32K
$3.45M
|
|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
372+ 2.62% |
$38.5K - $40.1K
|
14.6K
$1.57M
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
360+ 12.6% |
$37.2K - $38.8K
|
3.22K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
353+ 2.05% |
$36.5K - $38K
|
17.6K
$1.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
344+ 2.74% |
$35.6K - $37K
|
12.9K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
BUY
|
- |
329+ 11.54% |
$34K - $35.4K
|
3.18K
$343K
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
BUY
|
- |
325+ 9.37% |
$33.6K - $35K
|
3.8K
$409K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
319New |
$33K - $34.4K
|
319
$34.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
317+ 1.39% |
$32.8K - $34.1K
|
23.2K
$2.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
278+ 2.07% |
$28.7K - $29.9K
|
13.7K
$1.47M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
271+ 57.42% |
$28K - $29.2K
|
743
$80.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
268+ 1.42% |
$27.7K - $28.9K
|
19.2K
$2.07M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
260New |
$26.9K - $28K
|
260
$28K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
254+ 70.17% |
$26.3K - $27.4K
|
616
$66.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
225+ 8.18% |
$23.3K - $24.2K
|
2.98K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
207+ 0.36% |
$21.4K - $22.3K
|
57.4K
$6.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
203New |
$21K - $21.9K
|
203
$21.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
202+ 0.65% |
$20.9K - $21.8K
|
31.3K
$3.37M
|