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 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-14K- 39.18% |
$1.43M - $1.52M
|
21.8K
$2.31M
|
|
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
$3.86M
|
|
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
$7.5M
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-15.9K- 39.21% |
$1.62M - $1.71M
|
24.6K
$2.61M
|
|
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
$32.6M
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17.1K- 45.56% |
$1.75M - $1.85M
|
20.5K
$2.17M
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-17.5K- 17.02% |
$1.79M - $1.89M
|
85.3K
$9.05M
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.5K- 17.21% |
$1.79M - $1.89M
|
84.3K
$8.95M
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-17.6K- 67.48% |
$1.8M - $1.9M
|
8.49K
$901K
|
|
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
$2.72M
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-19.2K- 71.02% |
$1.96M - $2.07M
|
7.84K
$832K
|
|
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
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-23.8K- 34.05% |
$2.43M - $2.56M
|
46K
$4.88M
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-23.9K- 66.31% |
$2.44M - $2.58M
|
12.1K
$1.29M
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-23.9K- 14.49% |
$2.45M - $2.59M
|
141K
$15M
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-24.2K- 25.89% |
$2.47M - $2.61M
|
69.3K
$7.35M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-24.8K- 33.63% |
$2.53M - $2.68M
|
49K
$5.2M
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-27K- 58.45% |
$2.76M - $2.91M
|
19.2K
$2.04M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-27.6K- 12.11% |
$2.82M - $2.98M
|
201K
$21.3M
|
|
Jan 12, 2024
Q4 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-28.1K- 31.94% |
$2.87M - $3.03M
|
59.8K
$6.35M
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-29.2K- 63.85% |
$2.98M - $3.15M
|
16.5K
$1.75M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-30K- 12.07% |
$3.06M - $3.24M
|
219K
$23.2M
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-30.9K- 17.22% |
$3.16M - $3.34M
|
148K
$15.8M
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-32.1K- 56.42% |
$3.28M - $3.47M
|
24.8K
$2.63M
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-32.6K- 57.39% |
$3.33M - $3.52M
|
24.2K
$2.57M
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-33K- 92.34% |
$3.37M - $3.56M
|
2.73K
$290K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-33.6K- 26.29% |
$3.43M - $3.63M
|
94.2K
$10M
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-34.1K- 53.4% |
$3.48M - $3.68M
|
29.7K
$3.15M
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-34.2K- 23.82% |
$3.49M - $3.69M
|
109K
$11.6M
|