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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
49New |
$5.07K - $5.28K
|
49
$5.42K
|
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
44+ 0.51% |
$4.55K - $4.74K
|
8.63K
$955K
|
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
BUY
|
- |
43+ 0.89% |
$4.45K - $4.63K
|
4.86K
$538K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
43New |
$4.45K - $4.63K
|
43
$4.76K
|
|
|
Nov 02, 2023
Q3 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
40+ 1.72% |
$4.14K - $4.31K
|
2.37K
$262K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
40+ 0.87% |
$4.14K - $4.31K
|
4.61K
$510K
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
40+ 1.64% |
$4.14K - $4.31K
|
2.49K
$275K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
40+ 4.14% |
$4.14K - $4.31K
|
1.01K
$111K
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
37New |
$3.83K - $3.98K
|
37
$4.09K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
37+ 1.93% |
$3.83K - $3.98K
|
1.96K
$217K
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
35+ 0.79% |
$3.62K - $3.77K
|
4.49K
$497K
|
|
|
Nov 02, 2023
Q3 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
35+ 0.24% |
$3.62K - $3.77K
|
14.7K
$1.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
35New |
$3.62K - $3.77K
|
35
$3.87K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
34New |
$3.52K - $3.66K
|
34
$3.76K
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
34+ 1.55% |
$3.52K - $3.66K
|
2.22K
$246K
|
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
32+ 0.68% |
$3.31K - $3.45K
|
4.71K
$521K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
30+ 0.51% |
$3.1K - $3.23K
|
5.91K
$654K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
28+ 0.87% |
$2.9K - $3.02K
|
3.26K
$361K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
25+ 1.12% |
$2.59K - $2.69K
|
2.27K
$251K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
22New |
$2.27K - $2.37K
|
22
$2.43K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
22New |
$2.27K - $2.37K
|
22
$2.43K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
21+ 0.97% |
$2.17K - $2.26K
|
2.18K
$241K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
21+ 0.99% |
$2.17K - $2.26K
|
2.14K
$236K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
21+ 0.26% |
$2.17K - $2.26K
|
8.04K
$890K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
21New |
$2.17K - $2.26K
|
21
$2.32K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
21+ 210.0% |
$2.17K - $2.26K
|
31
$3.43K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
20+ 0.95% |
$2.07K - $2.15K
|
2.12K
$235K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18+ 0.99% |
$1.86K - $1.94K
|
1.84K
$204K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
18+ 0.44% |
$1.86K - $1.94K
|
4.08K
$451K
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
18+ 0.8% |
$1.86K - $1.94K
|
2.26K
$250K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
17+ 3.59% |
$1.76K - $1.83K
|
491
$54.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 0.83% |
$1.65K - $1.72K
|
1.94K
$215K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16New |
$1.65K - $1.72K
|
16
$1.77K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
11New |
$1.14K - $1.18K
|
11
$1.22K
|
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
10+ 0.27% |
$1.03K - $1.08K
|
3.68K
$407K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 4.5% |
$1.03K - $1.08K
|
232
$25.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 1.1% |
$1.03K - $1.08K
|
918
$102K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
5New |
$517 - $539
|
5
$553
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5+ 0.12% |
$517 - $539
|
4.01K
$444K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
5+ 0.09% |
$517 - $539
|
5.76K
$638K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4+ 0.08% |
$414 - $431
|
4.77K
$528K
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
4+ 0.07% |
$414 - $431
|
5.59K
$619K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.44% |
$310 - $323
|
681
$75.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
3+ 0.08% |
$310 - $323
|
3.56K
$394K
|
|
|
Nov 16, 2023
Q3 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
3+ 0.07% |
$310 - $323
|
4.38K
$485K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.63% |
$310 - $323
|
480
$53.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
2+ 0.09% |
$207 - $215
|
2.35K
$260K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 1.05% |
$207 - $215
|
193
$21.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2New |
$207 - $215
|
2
$221
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2+ 0.46% |
$207 - $215
|
438
$48.5K
|