Purchases and Sales Made in Q4 2023 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q4 2023. 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, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-983- 10.21% |
$100K - $106K
|
8.64K
$918K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.01K- 3.06% |
$103K - $109K
|
31.9K
$3.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.01K- 20.02% |
$103K - $109K
|
4.03K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.02K- 5.82% |
$104K - $110K
|
16.6K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-1.03K- 27.83% |
$105K - $111K
|
2.67K
$284K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.03K- 18.43% |
$105K - $111K
|
4.56K
$485K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-1.04K- 4.12% |
$107K - $113K
|
24.3K
$2.58M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.05K- 89.32% |
$107K - $113K
|
125
$13.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.07K- 8.69% |
$109K - $115K
|
11.2K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.07K- 4.15% |
$109K - $115K
|
24.6K
$2.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.08K- 84.13% |
$110K - $116K
|
203
$21.6K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-1.08K- 9.14% |
$111K - $117K
|
10.8K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.09K- 0.6% |
$112K - $118K
|
181K
$19.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.09K- 35.78% |
$112K - $118K
|
1.96K
$209K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.1K- 15.28% |
$112K - $119K
|
6.1K
$648K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.11K- 11.95% |
$113K - $119K
|
8.14K
$865K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.11K- 22.63% |
$113K - $120K
|
3.79K
$403K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.12K- 12.0% |
$114K - $121K
|
8.2K
$871K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.12K- 26.24% |
$114K - $121K
|
3.15K
$335K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.13K- 15.52% |
$115K - $122K
|
6.16K
$654K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.14K- 1.23% |
$117K - $123K
|
92K
$9.77M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.15K- 34.69% |
$117K - $124K
|
2.17K
$230K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.2K- 4.07% |
$122K - $129K
|
28.2K
$3M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.21K- 24.89% |
$123K - $131K
|
3.65K
$387K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.21K- 9.94% |
$124K - $131K
|
11K
$1.16M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.22K- 15.67% |
$124K - $131K
|
6.55K
$696K
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-1.23K- 2.9% |
$126K - $133K
|
41.2K
$4.38M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.26K- 9.77% |
$128K - $136K
|
11.6K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.26K- 8.25% |
$128K - $136K
|
14K
$1.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.26K- 9.54% |
$129K - $136K
|
12K
$1.27M
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.28K- 2.24% |
$131K - $139K
|
56K
$5.95M
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.29K- 1.35% |
$132K - $139K
|
94K
$9.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.3K- 33.41% |
$133K - $140K
|
2.59K
$275K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.3K- 85.88% |
$133K - $141K
|
214
$22.7K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.3K- 24.1% |
$133K - $141K
|
4.1K
$436K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.31K- 6.19% |
$134K - $141K
|
19.9K
$2.11M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-1.32K- 19.07% |
$134K - $142K
|
5.59K
$593K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.32K- 50.85% |
$134K - $142K
|
1.27K
$135K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.36K- 30.66% |
$138K - $146K
|
3.06K
$325K
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.36K- 4.34% |
$138K - $146K
|
29.9K
$3.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.36K- 1.98% |
$139K - $147K
|
67.3K
$7.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.38K- 14.43% |
$141K - $149K
|
8.2K
$871K
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
SELL
|
- |
-1.39K- 13.22% |
$142K - $150K
|
9.12K
$969K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.4K- 18.27% |
$142K - $151K
|
6.24K
$663K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-1.4K- 4.05% |
$143K - $151K
|
33.2K
$3.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.45K- 25.98% |
$148K - $156K
|
4.13K
$438K
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.45K- 22.84% |
$148K - $157K
|
4.9K
$520K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.45K- 11.6% |
$148K - $157K
|
11.1K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.45K- 12.13% |
$148K - $157K
|
10.5K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.46K- 10.09% |
$149K - $157K
|
13K
$1.38M
|