Purchases and Sales Made in Q4 2021 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
865New |
$110K - $113K
|
865
$92.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
847+ 24.2% |
$108K - $111K
|
4.35K
$466K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
837+ 24.78% |
$107K - $110K
|
4.22K
$452K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
835+ 4.39% |
$107K - $109K
|
19.9K
$2.13M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
823+ 20.02% |
$105K - $108K
|
4.93K
$529K
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
821+ 4.82% |
$105K - $107K
|
17.8K
$1.91M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
814+ 13.5% |
$104K - $107K
|
6.84K
$733K
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
810+ 135.0% |
$103K - $106K
|
1.41K
$151K
|
|
|
Feb 08, 2022
Q4 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
809+ 11.2% |
$103K - $106K
|
8.03K
$861K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
790New |
$101K - $103K
|
790
$84.7K
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
771+ 29.15% |
$98.5K - $101K
|
3.42K
$366K
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
749+ 6.43% |
$95.6K - $98K
|
12.4K
$1.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
744+ 29.7% |
$95K - $97.4K
|
3.25K
$348K
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
737+ 4.48% |
$94.1K - $96.4K
|
17.2K
$1.84M
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
733+ 17.03% |
$93.6K - $95.9K
|
5.04K
$540K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
732+ 3.63% |
$93.5K - $95.8K
|
20.9K
$2.24M
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
725+ 11.73% |
$92.6K - $94.9K
|
6.91K
$740K
|
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
721+ 1.13% |
$92.1K - $94.4K
|
64.7K
$6.93M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
718+ 32.07% |
$91.7K - $94K
|
2.96K
$317K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
704+ 8.01% |
$89.9K - $92.1K
|
9.49K
$1.02M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
704+ 10.06% |
$89.9K - $92.1K
|
7.7K
$825K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
704+ 8.01% |
$89.9K - $92.1K
|
9.49K
$1.02M
|
|
|
Jan 03, 2022
Q4 2021
|
Bath Savings Trust CO
|
BUY
|
- |
700+ 6.7% |
$89.4K - $91.6K
|
11.1K
$1.19M
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
700New |
$89.4K - $91.6K
|
700
$75K
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
699+ 11.65% |
$89.3K - $91.5K
|
6.7K
$718K
|
|
|
Feb 04, 2022
Q4 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
696+ 6.79% |
$88.9K - $91.1K
|
10.9K
$1.17M
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
689+ 32.93% |
$88K - $90.2K
|
2.78K
$298K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
676+ 61.62% |
$86.3K - $88.5K
|
1.77K
$190K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
669New |
$85.4K - $87.5K
|
669
$71.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
668+ 2.83% |
$85.3K - $87.4K
|
24.3K
$2.6M
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
667+ 13.75% |
$85.2K - $87.3K
|
5.52K
$591K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
651+ 16.64% |
$83.1K - $85.2K
|
4.56K
$489K
|
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
642+ 11.56% |
$82K - $84K
|
6.19K
$664K
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
634+ 3.76% |
$81K - $83K
|
17.5K
$1.87M
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
623+ 6.67% |
$79.6K - $81.5K
|
9.96K
$1.07M
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
610+ 8.05% |
$77.9K - $79.8K
|
8.18K
$877K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
599+ 1.95% |
$76.5K - $78.4K
|
31.4K
$3.36M
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
593+ 19.56% |
$75.7K - $77.6K
|
3.63K
$389K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
573+ 46.89% |
$73.2K - $75K
|
1.8K
$192K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
572+ 11.81% |
$73K - $74.9K
|
5.42K
$580K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
572+ 14.32% |
$73K - $74.9K
|
4.57K
$489K
|
|
|
Feb 11, 2022
Q4 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
563+ 1.31% |
$71.9K - $73.7K
|
43.6K
$4.67M
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
560+ 3.39% |
$71.5K - $73.3K
|
17.1K
$1.83M
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
536+ 1.54% |
$68.4K - $70.1K
|
35.4K
$3.79M
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
536+ 1.54% |
$68.4K - $70.1K
|
35.4K
$3.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
532New |
$67.9K - $69.6K
|
532
$57K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
525+ 1.27% |
$67K - $68.7K
|
41.7K
$4.47M
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
522+ 2.11% |
$66.7K - $68.3K
|
25.3K
$2.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
518+ 4.67% |
$66.1K - $67.8K
|
11.6K
$1.25M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
516+ 0.96% |
$65.9K - $67.5K
|
54.4K
$5.83M
|