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 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.5KNew |
$1.21M - $1.27M
|
11.5K
$1.22M
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
10.4KNew |
$1.09M - $1.15M
|
10.4K
$1.11M
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
BUY
|
- |
10.4K+ 9.0% |
$1.09M - $1.14M
|
126K
$13.3M
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10.3K+ 391.77% |
$1.08M - $1.14M
|
13K
$1.38M
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
10.3K+ 35.25% |
$1.08M - $1.14M
|
39.6K
$4.2M
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
10.1K+ 63.96% |
$1.06M - $1.11M
|
25.8K
$2.74M
|
|
Feb 10, 2023
Q4 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
9.63KNew |
$1.01M - $1.06M
|
9.63K
$1.02M
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
9.62KNew |
$1.01M - $1.06M
|
9.62K
$1.02M
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
8.48K+ 78.19% |
$890K - $935K
|
19.3K
$2.05M
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
8.35K+ 12.44% |
$876K - $920K
|
75.5K
$8.02M
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
8.24K+ 749.09% |
$864K - $908K
|
9.34K
$992K
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
8.23KNew |
$863K - $907K
|
8.23K
$874K
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
8.13KNew |
$853K - $895K
|
8.13K
$863K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.62K+ 37.58% |
$799K - $839K
|
27.9K
$2.96M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.59K+ 41.64% |
$797K - $837K
|
25.8K
$2.74M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.47K+ 28.86% |
$784K - $823K
|
33.4K
$3.54M
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7.28K+ 1063.74% |
$763K - $802K
|
7.96K
$846K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7.18KNew |
$753K - $791K
|
7.18K
$763K
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
7.08K+ 246.64% |
$743K - $780K
|
9.95K
$1.06M
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
6.99K+ 64.97% |
$734K - $771K
|
17.8K
$1.89M
|
|
Feb 06, 2023
Q4 2022
|
Passaic Partners LLC
|
BUY
|
- |
6.9K+ 4.29% |
$724K - $760K
|
168K
$17.8M
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
6.81K+ 6.29% |
$714K - $750K
|
115K
$12.2M
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
6.6KNew |
$692K - $727K
|
6.6K
$701K
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.52KNew |
$684K - $719K
|
6.52K
$693K
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
BUY
|
- |
6.45K+ 3.15% |
$677K - $711K
|
211K
$22.4M
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.25KNew |
$655K - $688K
|
6.25K
$664K
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.11K+ 83.43% |
$641K - $673K
|
13.4K
$1.43M
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
6.09KNew |
$639K - $671K
|
6.09K
$647K
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
6.08K+ 262.24% |
$638K - $670K
|
8.4K
$893K
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
5.98K+ 10.68% |
$627K - $659K
|
62K
$6.59M
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.97K+ 65.22% |
$626K - $657K
|
15.1K
$1.61M
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.73K+ 418.87% |
$601K - $631K
|
7.09K
$753K
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
5.69KNew |
$597K - $627K
|
5.69K
$604K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
5.45K+ 3.12% |
$572K - $601K
|
180K
$19.2M
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
5.31K+ 3.12% |
$557K - $585K
|
175K
$18.6M
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.23KNew |
$548K - $576K
|
5.23K
$555K
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
5.09K+ 12.99% |
$534K - $560K
|
44.2K
$4.7M
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4.99K+ 97.25% |
$523K - $549K
|
10.1K
$1.07M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.9K+ 4.95% |
$514K - $540K
|
104K
$11M
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.8KNew |
$504K - $529K
|
4.8K
$510K
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4.77KNew |
$501K - $526K
|
4.77K
$507K
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
4.69KNew |
$492K - $517K
|
4.69K
$498K
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.6K+ 6.06% |
$483K - $507K
|
80.6K
$8.56M
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.59KNew |
$481K - $505K
|
4.59K
$487K
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
4.58K+ 75.5% |
$480K - $504K
|
10.6K
$1.13M
|
|
Feb 09, 2023
Q4 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
4.53K+ 103.97% |
$475K - $499K
|
8.89K
$944K
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4.53K+ 63.82% |
$475K - $499K
|
11.6K
$1.23M
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
4.45K+ 5.06% |
$467K - $490K
|
92.3K
$9.8M
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4.37K+ 2.65% |
$458K - $481K
|
169K
$18M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.36K+ 11.04% |
$457K - $480K
|
43.8K
$4.65M
|