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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-18.4K- 21.87% |
$1.93M - $2.02M
|
65.6K
$7.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-18.4K- 45.08% |
$1.93M - $2.03M
|
22.5K
$2.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-18.7K- 15.44% |
$1.96M - $2.06M
|
102K
$11M
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-19.3K- 74.86% |
$2.03M - $2.13M
|
6.49K
$698K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-20.4K- 68.08% |
$2.14M - $2.25M
|
9.56K
$1.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-20.5K- 73.62% |
$2.15M - $2.26M
|
7.35K
$790K
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-20.5K- 69.49% |
$2.15M - $2.26M
|
9.02K
$969K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-20.7K- 45.44% |
$2.17M - $2.28M
|
24.9K
$2.68M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-20.9K- 4.27% |
$2.19M - $2.3M
|
468K
$50.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-21.1K- 71.98% |
$2.21M - $2.33M
|
8.22K
$883K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21.2K- 8.51% |
$2.22M - $2.34M
|
228K
$24.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-21.4K- 37.46% |
$2.25M - $2.36M
|
35.8K
$3.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-21.7K- 65.29% |
$2.28M - $2.39M
|
11.5K
$1.24M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-22K- 42.26% |
$2.3M - $2.42M
|
30K
$3.23M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-22.2K- 82.34% |
$2.33M - $2.45M
|
4.77K
$512K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-22.3K- 20.79% |
$2.33M - $2.45M
|
84.8K
$9.11M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-22.4K- 31.93% |
$2.35M - $2.47M
|
47.8K
$5.13M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-23.1K- 37.5% |
$2.42M - $2.54M
|
38.5K
$4.14M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-23.3K- 81.34% |
$2.44M - $2.56M
|
5.33K
$573K
|
|
|
Feb 10, 2023
Q4 2022
|
Divergent Wealth Advisors
|
SELL
|
- |
-23.5K- 14.78% |
$2.46M - $2.59M
|
135K
$14.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-23.6K- 23.54% |
$2.47M - $2.6M
|
76.5K
$8.23M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-24.6K- 31.73% |
$2.58M - $2.71M
|
53K
$5.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-25.2K- 36.89% |
$2.64M - $2.77M
|
43.1K
$4.63M
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-26K- 30.12% |
$2.73M - $2.87M
|
60.4K
$6.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-26.1K- 44.61% |
$2.74M - $2.88M
|
32.5K
$3.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-26.2K- 29.78% |
$2.74M - $2.88M
|
61.7K
$6.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-27.2K- 44.9% |
$2.86M - $3M
|
33.4K
$3.59M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-27.8K- 65.06% |
$2.92M - $3.06M
|
14.9K
$1.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-27.9K- 25.82% |
$2.93M - $3.08M
|
80.2K
$8.62M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-28.6K- 12.21% |
$3.01M - $3.16M
|
206K
$22.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-29K- 19.95% |
$3.05M - $3.2M
|
117K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-29.2K- 15.05% |
$3.06M - $3.22M
|
165K
$17.7M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-30.7K- 2.11% |
$3.22M - $3.38M
|
1.42M
$153M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-30.7K- 6.42% |
$3.22M - $3.38M
|
448K
$48.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-30.9K- 15.1% |
$3.24M - $3.4M
|
174K
$18.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-30.9K- 77.3% |
$3.25M - $3.41M
|
9.09K
$977K
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-31.1K- 45.55% |
$3.26M - $3.42M
|
37.1K
$3.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-32K- 61.28% |
$3.35M - $3.52M
|
20.2K
$2.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
SELL
|
- |
-32.5K- 69.84% |
$3.41M - $3.58M
|
14K
$1.51M
|
|
|
Jan 26, 2023
Q4 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-33.5K- 38.83% |
$3.51M - $3.69M
|
52.7K
$5.67M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-34K- 41.28% |
$3.57M - $3.75M
|
48.4K
$5.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-34.9K- 82.52% |
$3.67M - $3.85M
|
7.4K
$796K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-35.2K- 13.38% |
$3.69M - $3.88M
|
228K
$24.5M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-35.7K- 13.97% |
$3.75M - $3.94M
|
220K
$23.7M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-36.2K- 44.86% |
$3.8M - $3.99M
|
44.5K
$4.78M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-36.2K- 44.86% |
$3.8M - $3.99M
|
44.5K
$4.78M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-36.4K- 71.36% |
$3.82M - $4.01M
|
14.6K
$1.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-36.9K- 88.96% |
$3.87M - $4.07M
|
4.58K
$493K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-37.1K- 9.6% |
$3.89M - $4.09M
|
349K
$37.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-38.4K- 76.32% |
$4.02M - $4.23M
|
11.9K
$1.28M
|