Purchases and Sales Made in Q4 2022 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-186- 4.99% |
$19.5K - $20.5K
|
3.54K
$381K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-187- 3.43% |
$19.6K - $20.6K
|
5.27K
$567K
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-189- 3.66% |
$19.8K - $20.8K
|
4.97K
$534K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-189- 84.38% |
$19.8K - $20.8K
|
35
$3.76K
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-193- 5.24% |
$20.2K - $21.3K
|
3.49K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-194- 1.25% |
$20.4K - $21.4K
|
15.3K
$1.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-195- 4.34% |
$20.5K - $21.5K
|
4.29K
$462K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-197- 3.97% |
$20.7K - $21.7K
|
4.76K
$512K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-199- 7.09% |
$20.9K - $21.9K
|
2.61K
$280K
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-204- 8.98% |
$21.4K - $22.5K
|
2.07K
$222K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-206- 16.69% |
$21.6K - $22.7K
|
1.03K
$111K
|
|
|
Jan 09, 2023
Q4 2022
|
Addison Capital CO
|
SELL
|
- |
-214- 2.62% |
$22.5K - $23.6K
|
7.96K
$856K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-224- 0.9% |
$23.5K - $24.7K
|
24.7K
$2.66M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-226- 1.95% |
$23.7K - $24.9K
|
11.4K
$1.22M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-235- 34.87% |
$24.7K - $25.9K
|
439
$47.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
SELL
|
- |
-236- 8.16% |
$24.8K - $26K
|
2.66K
$286K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-238- 3.19% |
$25K - $26.2K
|
7.21K
$776K
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-239- 3.51% |
$25.1K - $26.3K
|
6.57K
$706K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-239- 15.23% |
$25.1K - $26.3K
|
1.33K
$143K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-244- 1.12% |
$25.6K - $26.9K
|
21.6K
$2.32M
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-245- 2.17% |
$25.7K - $27K
|
11K
$1.19M
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-249- 0.45% |
$26.1K - $27.4K
|
54.9K
$5.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-250- 7.94% |
$26.2K - $27.5K
|
2.9K
$312K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-250- 50.3% |
$26.2K - $27.5K
|
247
$26.6K
|
|
|
Feb 14, 2023
Q4 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-250- 5.38% |
$26.2K - $27.5K
|
4.39K
$472K
|
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-253- 3.16% |
$26.5K - $27.9K
|
7.75K
$833K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-256- 8.93% |
$26.9K - $28.2K
|
2.61K
$281K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-280- 30.97% |
$29.4K - $30.9K
|
624
$67.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-290- 9.68% |
$30.4K - $32K
|
2.71K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-294- 3.16% |
$30.8K - $32.4K
|
9.01K
$969K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-295- 7.69% |
$30.9K - $32.5K
|
3.54K
$381K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-295- 7.52% |
$30.9K - $32.5K
|
3.63K
$390K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-298- 14.5% |
$31.3K - $32.8K
|
1.76K
$189K
|
|
|
Jan 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-300- 3.16% |
$31.5K - $33.1K
|
9.18K
$987K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-300- 45.25% |
$31.5K - $33.1K
|
363
$39K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-302- 12.55% |
$31.7K - $33.3K
|
2.11K
$226K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-307- 5.42% |
$32.2K - $33.8K
|
5.36K
$576K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-316- 1.23% |
$33.2K - $34.8K
|
25.3K
$2.72M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-324- 7.24% |
$34K - $35.7K
|
4.15K
$447K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-326- 1.48% |
$34.2K - $35.9K
|
21.6K
$2.33M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-343- 2.59% |
$36K - $37.8K
|
12.9K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-344- 0.42% |
$36.1K - $37.9K
|
81.8K
$8.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-356- 3.0% |
$37.3K - $39.2K
|
11.5K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-358- 12.85% |
$37.6K - $39.4K
|
2.43K
$261K
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-372- 14.16% |
$39K - $41K
|
2.26K
$242K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-399- 15.01% |
$41.9K - $44K
|
2.26K
$243K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-402- 9.07% |
$42.2K - $44.3K
|
4.03K
$433K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-424- 4.09% |
$44.5K - $46.7K
|
9.93K
$1.07M
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-434- 3.52% |
$45.5K - $47.8K
|
11.9K
$1.28M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-442- 3.79% |
$46.4K - $48.7K
|
11.2K
$1.21M
|