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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-10.8K- 46.58% |
$1.1M - $1.16M
|
12.3K
$1.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-11.2K- 36.12% |
$1.14M - $1.21M
|
19.8K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.2K- 12.9% |
$1.15M - $1.21M
|
75.8K
$8.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-11.6K- 10.17% |
$1.18M - $1.25M
|
102K
$10.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-11.6K- 77.44% |
$1.19M - $1.26M
|
3.39K
$360K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-11.7K- 18.68% |
$1.2M - $1.27M
|
51.1K
$5.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.7K- 9.74% |
$1.2M - $1.27M
|
109K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12K- 20.92% |
$1.23M - $1.3M
|
45.4K
$4.82M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-12.2K- 15.73% |
$1.25M - $1.32M
|
65.4K
$6.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.3K- 11.21% |
$1.25M - $1.33M
|
97.2K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-12.4K- 98.41% |
$1.27M - $1.34M
|
200
$21.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-12.6K- 44.13% |
$1.29M - $1.36M
|
16K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-12.9K- 12.56% |
$1.32M - $1.4M
|
90.1K
$9.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-13K- 13.02% |
$1.33M - $1.41M
|
87K
$9.24M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-13.1K- 9.81% |
$1.33M - $1.41M
|
120K
$12.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-13.3K- 20.24% |
$1.36M - $1.44M
|
52.5K
$5.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-13.5K- 21.24% |
$1.38M - $1.46M
|
50.1K
$5.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-14K- 39.18% |
$1.43M - $1.52M
|
21.8K
$2.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-14.8K- 99.65% |
$1.51M - $1.59M
|
52
$5.52K
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-15.4K- 17.4% |
$1.57M - $1.66M
|
73.1K
$7.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-15.5K- 29.81% |
$1.58M - $1.67M
|
36.4K
$3.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-15.6K- 83.64% |
$1.6M - $1.69M
|
3.06K
$325K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-15.7K- 18.18% |
$1.61M - $1.7M
|
70.7K
$7.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-15.9K- 39.21% |
$1.62M - $1.71M
|
24.6K
$2.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.2K- 59.04% |
$1.65M - $1.75M
|
11.2K
$1.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-16.4K- 5.05% |
$1.67M - $1.77M
|
308K
$32.7M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17.1K- 45.56% |
$1.75M - $1.85M
|
20.5K
$2.18M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-17.5K- 17.02% |
$1.79M - $1.89M
|
85.3K
$9.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.5K- 17.21% |
$1.79M - $1.89M
|
84.3K
$8.96M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-17.6K- 67.48% |
$1.8M - $1.9M
|
8.49K
$902K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-18K- 9.84% |
$1.84M - $1.94M
|
165K
$17.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-18.1K- 1.76% |
$1.84M - $1.95M
|
1.01M
$107M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-18.2K- 62.33% |
$1.86M - $1.97M
|
11K
$1.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-18.3K- 11.27% |
$1.86M - $1.97M
|
144K
$15.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-18.3K- 30.14% |
$1.87M - $1.98M
|
42.5K
$4.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18.4K- 27.87% |
$1.88M - $1.99M
|
47.7K
$5.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-18.5K- 7.79% |
$1.88M - $1.99M
|
218K
$23.2M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18.7K- 18.97% |
$1.91M - $2.02M
|
79.8K
$8.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-19K- 42.55% |
$1.94M - $2.05M
|
25.7K
$2.73M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-19.2K- 71.02% |
$1.96M - $2.07M
|
7.84K
$833K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-19.8K- 56.25% |
$2.03M - $2.14M
|
15.4K
$1.64M
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-20K- 6.89% |
$2.04M - $2.16M
|
270K
$28.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Matson Money. Inc.
|
SELL
|
- |
-20.2K- 1.52% |
$2.06M - $2.18M
|
1.31M
$139M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-20.4K- 97.53% |
$2.08M - $2.2M
|
516
$54.8K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-21.2K- 68.61% |
$2.17M - $2.29M
|
9.71K
$1.03M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-21.3K- 54.95% |
$2.17M - $2.3M
|
17.5K
$1.85M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-21.3K- 53.42% |
$2.17M - $2.3M
|
18.6K
$1.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-21.7K- 7.84% |
$2.22M - $2.35M
|
255K
$27.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-22.9K- 17.54% |
$2.34M - $2.47M
|
108K
$11.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-23.4K- 18.56% |
$2.39M - $2.53M
|
103K
$10.9M
|