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 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
16.7K+ 40.34% |
$2.13M - $2.19M
|
58.1K
$6.2M
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
16.6K+ 35.41% |
$2.12M - $2.17M
|
63.4K
$6.77M
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
16.4KNew |
$2.1M - $2.15M
|
16.4K
$1.76M
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
16.2KNew |
$2.07M - $2.13M
|
16.2K
$1.73M
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
16.2K+ 128.3% |
$2.07M - $2.12M
|
28.9K
$3.08M
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
16.2K+ 98.25% |
$2.07M - $2.12M
|
32.7K
$3.49M
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
16.1KNew |
$2.06M - $2.11M
|
16.1K
$1.72M
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16.1K+ 37.5% |
$2.06M - $2.11M
|
59.1K
$6.31M
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
16.1KNew |
$2.06M - $2.11M
|
16.1K
$1.72M
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
16KNew |
$2.05M - $2.1M
|
16K
$1.71M
|
|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
15.8K+ 26.24% |
$2.02M - $2.07M
|
76K
$8.11M
|
|
Feb 14, 2022
Q4 2021
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
15.6KNew |
$1.99M - $2.04M
|
15.6K
$1.66M
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
15.4K+ 24.11% |
$1.97M - $2.02M
|
79.3K
$8.46M
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
15.3KNew |
$1.95M - $2M
|
15.3K
$1.63M
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
15.1K+ 85.56% |
$1.93M - $1.97M
|
32.7K
$3.49M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15KNew |
$1.92M - $1.97M
|
15K
$1.6M
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
14.9K+ 81.14% |
$1.9M - $1.95M
|
33.2K
$3.54M
|
|
Jan 20, 2022
Q4 2021
|
Astor Investment Management LLC
|
BUY
|
- |
14.8KNew |
$1.89M - $1.93M
|
14.8K
$1.58M
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
14.7K+ 17.64% |
$1.88M - $1.93M
|
98.3K
$10.5M
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
14.6KNew |
$1.86M - $1.9M
|
14.6K
$1.55M
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
14.3KNew |
$1.83M - $1.88M
|
14.3K
$1.53M
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
14.2K+ 840.78% |
$1.82M - $1.86M
|
15.9K
$1.7M
|
|
Jan 07, 2022
Q4 2021
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
14.2K+ 8.63% |
$1.81M - $1.86M
|
179K
$19.1M
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
14.2KNew |
$1.81M - $1.86M
|
14.2K
$1.51M
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
14.2K+ 4.04% |
$1.81M - $1.86M
|
365K
$38.9M
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
14.1K+ 19.92% |
$1.8M - $1.85M
|
85K
$9.07M
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
14.1K+ 14.29% |
$1.8M - $1.84M
|
113K
$12M
|
|
Feb 04, 2022
Q4 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
13.3K+ 12.01% |
$1.7M - $1.74M
|
124K
$13.2M
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
13.2K+ 3.91% |
$1.69M - $1.73M
|
352K
$37.5M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
13.1K+ 5.83% |
$1.67M - $1.71M
|
237K
$25.3M
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
13KNew |
$1.65M - $1.7M
|
13K
$1.38M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.9K+ 6.26% |
$1.65M - $1.69M
|
219K
$23.4M
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
12.9KNew |
$1.65M - $1.69M
|
12.9K
$1.37M
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
12.9K+ 50.9% |
$1.64M - $1.68M
|
38.1K
$4.07M
|
|
Feb 15, 2022
Q4 2021
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$1.61M - $1.65M
|
12.6K
$1.35M
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
12.5K+ 494.83% |
$1.59M - $1.63M
|
15K
$1.6M
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
12.3KNew |
$1.57M - $1.6M
|
12.3K
$1.31M
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.1K+ 66.29% |
$1.55M - $1.58M
|
30.4K
$3.24M
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12K+ 21.44% |
$1.54M - $1.57M
|
68.1K
$7.27M
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
11.8K+ 30.03% |
$1.51M - $1.55M
|
51.3K
$5.47M
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.7K+ 21.83% |
$1.5M - $1.54M
|
65.5K
$6.99M
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.7K+ 237.52% |
$1.5M - $1.53M
|
16.7K
$1.78M
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
11.7K+ 139.8% |
$1.49M - $1.53M
|
20K
$2.14M
|
|
Jan 18, 2022
Q4 2021
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
11.7K+ 22.11% |
$1.49M - $1.53M
|
64.4K
$6.87M
|
|
Jan 24, 2022
Q4 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
11.6K+ 32.26% |
$1.49M - $1.52M
|
47.7K
$5.09M
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
11.6KNew |
$1.48M - $1.51M
|
11.6K
$1.23M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.4K+ 23.04% |
$1.46M - $1.5M
|
61K
$6.51M
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
11.4K+ 19.33% |
$1.45M - $1.49M
|
70.1K
$7.48M
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
11.3K+ 96.72% |
$1.44M - $1.48M
|
23K
$2.46M
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
11.3KNew |
$1.44M - $1.48M
|
11.3K
$1.2M
|