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 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.24KNew |
$235K - $246K
|
2.24K
$238K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
2.19K+ 23.5% |
$230K - $242K
|
11.5K
$1.22M
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.19KNew |
$230K - $242K
|
2.19K
$233K
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.15KNew |
$226K - $237K
|
2.15K
$228K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.13K+ 84.97% |
$224K - $235K
|
4.64K
$493K
|
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
2.1KNew |
$220K - $231K
|
2.1K
$223K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.09KNew |
$219K - $230K
|
2.09K
$222K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.09K+ 8.24% |
$219K - $230K
|
27.4K
$2.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
2.08KNew |
$218K - $229K
|
2.08K
$221K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.03KNew |
$213K - $224K
|
2.03K
$216K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.03K+ 7.49% |
$213K - $224K
|
29.1K
$3.09M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.01KNew |
$211K - $222K
|
2.01K
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.97KNew |
$206K - $217K
|
1.97K
$209K
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.93KNew |
$202K - $212K
|
1.93K
$205K
|
|
|
Jan 31, 2023
Q4 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.92KNew |
$201K - $211K
|
1.92K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.91KNew |
$200K - $211K
|
1.91K
$203K
|
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.9KNew |
$200K - $210K
|
1.9K
$202K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.9KNew |
$199K - $209K
|
1.9K
$202K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.9KNew |
$199K - $209K
|
1.9K
$202K
|
|
|
Feb 08, 2023
Q4 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.9KNew |
$199K - $209K
|
1.9K
$201K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.89KNew |
$199K - $209K
|
1.89K
$201K
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.85K+ 49.03% |
$194K - $203K
|
5.61K
$596K
|
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.75K+ 22.54% |
$184K - $193K
|
9.53K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.7K+ 13.89% |
$179K - $188K
|
14K
$1.48M
|
|
|
Jan 17, 2023
Q4 2022
|
Refined Wealth Management
|
BUY
|
- |
1.66K+ 2.26% |
$174K - $183K
|
75K
$7.96M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.53K+ 20.19% |
$160K - $168K
|
9.08K
$965K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.52K+ 13.75% |
$160K - $168K
|
12.6K
$1.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.49K+ 2.65% |
$156K - $164K
|
57.8K
$6.14M
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
1.47K+ 49.49% |
$154K - $161K
|
4.43K
$470K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.43K+ 2.92% |
$150K - $158K
|
50.5K
$5.37M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.42K+ 18.61% |
$149K - $157K
|
9.06K
$962K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.37K+ 57.58% |
$144K - $151K
|
3.75K
$399K
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.35K+ 8.55% |
$142K - $149K
|
17.1K
$1.82M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
1.33K+ 1.3% |
$139K - $146K
|
103K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
1.3K+ 1.54% |
$137K - $143K
|
85.9K
$9.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
1.29K+ 11.73% |
$136K - $143K
|
12.3K
$1.31M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.27K+ 16.59% |
$133K - $140K
|
8.92K
$947K
|
|
|
Feb 03, 2023
Q4 2022
|
White Pine Investment CO
|
BUY
|
- |
1.26K+ 2.09% |
$132K - $139K
|
61.6K
$6.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
1.25K+ 1.45% |
$132K - $138K
|
87.8K
$9.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.15K+ 2.92% |
$121K - $127K
|
40.5K
$4.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.1K+ 0.67% |
$115K - $121K
|
164K
$17.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
1.08K+ 25.46% |
$114K - $119K
|
5.34K
$567K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.04KNew |
$109K - $115K
|
1.04K
$111K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
1.01K+ 52.45% |
$105K - $111K
|
2.92K
$310K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
983+ 3.76% |
$103K - $108K
|
27.1K
$2.88M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
958+ 1.76% |
$101K - $106K
|
55.4K
$5.89M
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
BUY
|
- |
956+ 3.66% |
$100K - $105K
|
27.1K
$2.87M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
950New |
$99.7K - $105K
|
950
$101K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
942+ 9.96% |
$98.8K - $104K
|
10.4K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
940New |
$98.6K - $104K
|
940
$99.8K
|