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 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
936+ 13.4% |
$98.2K - $103K
|
7.92K
$841K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
915New |
$96K - $101K
|
915
$97.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Verger Capital Management LLC
|
BUY
|
- |
872+ 1.46% |
$91.5K - $96.1K
|
60.4K
$6.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
866+ 1.11% |
$90.9K - $95.4K
|
79K
$8.39M
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
855+ 9.91% |
$89.7K - $94.2K
|
9.48K
$1.01M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
844New |
$88.5K - $93K
|
844
$89.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
824+ 2.1% |
$86.4K - $90.8K
|
40.1K
$4.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
727New |
$76.3K - $80.1K
|
727
$77.2K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
719+ 3.46% |
$75.4K - $79.2K
|
21.5K
$2.28M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
706+ 2.36% |
$74.1K - $77.8K
|
30.7K
$3.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
662+ 2.46% |
$69.5K - $72.9K
|
27.6K
$2.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
638+ 41.29% |
$66.9K - $70.3K
|
2.18K
$232K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
635+ 30.68% |
$66.6K - $70K
|
2.71K
$287K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
626+ 3.21% |
$65.7K - $69K
|
20.1K
$2.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
601+ 10.67% |
$63.1K - $66.2K
|
6.24K
$662K
|
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
600+ 18.43% |
$62.9K - $66.1K
|
3.86K
$409K
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
594+ 1.06% |
$62.3K - $65.4K
|
56.8K
$6.03M
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
586+ 1.1% |
$61.5K - $64.6K
|
53.8K
$5.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
582+ 14.72% |
$61.1K - $64.1K
|
4.54K
$482K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
579+ 5.97% |
$60.7K - $63.8K
|
10.3K
$1.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
551+ 244.89% |
$57.8K - $60.7K
|
776
$82.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
516+ 8.98% |
$54.1K - $56.9K
|
6.26K
$665K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
503+ 4.32% |
$52.8K - $55.4K
|
12.1K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
502+ 28.06% |
$52.7K - $55.3K
|
2.29K
$243K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
500New |
$52.5K - $55.1K
|
500
$53.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
498New |
$52.2K - $54.9K
|
498
$52.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
489New |
$51.3K - $53.9K
|
489
$51.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
487+ 1.84% |
$51.1K - $53.7K
|
26.9K
$2.86M
|
|
|
Jan 31, 2023
Q4 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
486+ 0.94% |
$51K - $53.5K
|
52.1K
$5.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
478+ 3.42% |
$50.1K - $52.7K
|
14.4K
$1.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
447+ 2.3% |
$46.9K - $49.3K
|
19.9K
$2.11M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
444New |
$46.6K - $48.9K
|
444
$47.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
438+ 11.89% |
$46K - $48.3K
|
4.12K
$438K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
424+ 10.79% |
$44.5K - $46.7K
|
4.35K
$462K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
411+ 11.14% |
$43.1K - $45.3K
|
4.1K
$436K
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
394+ 6.79% |
$41.3K - $43.4K
|
6.2K
$658K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
384+ 4.45% |
$40.3K - $42.3K
|
9.02K
$958K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
373+ 13.09% |
$39.1K - $41.1K
|
3.22K
$342K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
372+ 11.76% |
$39K - $41K
|
3.53K
$375K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
370New |
$38.8K - $40.8K
|
370
$39.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
364+ 3.9% |
$38.2K - $40.1K
|
9.7K
$1.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
353+ 16.81% |
$37K - $38.9K
|
2.45K
$261K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
347+ 5783.33% |
$36.4K - $38.2K
|
353
$37.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
344+ 0.91% |
$36.1K - $37.9K
|
38.1K
$4.04M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
323New |
$33.9K - $35.6K
|
323
$34.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
307+ 4.78% |
$32.2K - $33.8K
|
6.74K
$715K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
306+ 1.5% |
$32.1K - $33.7K
|
20.7K
$2.19M
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
300+ 33.04% |
$31.5K - $33.1K
|
1.21K
$128K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
298+ 4.26% |
$31.3K - $32.8K
|
7.3K
$775K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
287+ 5.39% |
$30.1K - $31.6K
|
5.62K
$597K
|