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
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
201+ 0.18% |
$20.8K - $21.6K
|
109K
$11.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
199+ 0.65% |
$20.6K - $21.4K
|
31K
$3.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
192+ 5.96% |
$19.9K - $20.7K
|
3.42K
$369K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
187+ 5.05% |
$19.3K - $20.1K
|
3.89K
$421K
|
|
|
Oct 10, 2023
Q3 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
186+ 8.61% |
$19.2K - $20K
|
2.35K
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
180+ 7.84% |
$18.6K - $19.4K
|
2.48K
$268K
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
174+ 6.67% |
$18K - $18.7K
|
2.78K
$301K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
163+ 3.12% |
$16.9K - $17.6K
|
5.39K
$582K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
161+ 1.84% |
$16.6K - $17.3K
|
8.89K
$961K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
159+ 2.73% |
$16.4K - $17.1K
|
5.98K
$646K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
145+ 0.98% |
$15K - $15.6K
|
15K
$1.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
141+ 5.21% |
$14.6K - $15.2K
|
2.85K
$308K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
137+ 1.18% |
$14.2K - $14.8K
|
11.7K
$1.27M
|
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
129+ 2.72% |
$13.3K - $13.9K
|
4.87K
$527K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
129+ 5.39% |
$13.3K - $13.9K
|
2.52K
$273K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
123New |
$12.7K - $13.2K
|
123
$13.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
120+ 106.19% |
$12.4K - $12.9K
|
233
$25.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
117+ 5.7% |
$12.1K - $12.6K
|
2.17K
$235K
|
|
|
Oct 24, 2023
Q3 2023
|
Elm Partners Management LLC
|
BUY
|
- |
116+ 2.28% |
$12K - $12.5K
|
5.2K
$562K
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
111+ 5.81% |
$11.5K - $12K
|
2.02K
$218K
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
107+ 0.54% |
$11.1K - $11.5K
|
19.8K
$2.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
104+ 0.39% |
$10.8K - $11.2K
|
26.8K
$2.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
103+ 5.87% |
$10.7K - $11.1K
|
1.86K
$201K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
103New |
$10.7K - $11.1K
|
103
$11.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
103+ 15.61% |
$10.7K - $11.1K
|
763
$82.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
102New |
$10.5K - $11K
|
102
$11K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
101+ 0.8% |
$10.4K - $10.9K
|
12.7K
$1.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
100+ 1.8% |
$10.3K - $10.8K
|
5.66K
$612K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
100New |
$10.3K - $10.8K
|
100
$10.8K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
97+ 105.43% |
$10K - $10.4K
|
189
$20.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
96+ 16.22% |
$9.93K - $10.3K
|
688
$74.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
95+ 0.9% |
$9.82K - $10.2K
|
10.7K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
91+ 3.19% |
$9.41K - $9.8K
|
2.94K
$318K
|
|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
84+ 1.44% |
$8.69K - $9.05K
|
5.9K
$638K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
84+ 3.75% |
$8.69K - $9.05K
|
2.32K
$251K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
77New |
$7.96K - $8.29K
|
77
$8.32K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
77+ 1.82% |
$7.96K - $8.29K
|
4.3K
$465K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
76+ 0.82% |
$7.86K - $8.19K
|
9.35K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
75+ 3.03% |
$7.76K - $8.08K
|
2.55K
$275K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
72+ 1.89% |
$7.44K - $7.75K
|
3.89K
$420K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
70+ 1.09% |
$7.24K - $7.54K
|
6.48K
$701K
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
70+ 2.46% |
$7.24K - $7.54K
|
2.91K
$315K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
66New |
$6.82K - $7.11K
|
66
$7.14K
|
|
|
Nov 13, 2023
Q3 2023
|
Addison Capital CO
|
BUY
|
- |
61+ 0.8% |
$6.31K - $6.57K
|
7.7K
$832K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
60New |
$6.2K - $6.46K
|
60
$6.49K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
56New |
$5.79K - $6.03K
|
56
$6.05K
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
52+ 0.32% |
$5.38K - $5.6K
|
16.5K
$1.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
51+ 2.6% |
$5.27K - $5.49K
|
2.02K
$218K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
50New |
$5.17K - $5.39K
|
50
$5.41K
|
|
|
Nov 09, 2023
Q3 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
50+ 0.67% |
$5.17K - $5.39K
|
7.55K
$816K
|