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 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
23.4KNew |
$2.39M - $2.53M
|
23.4K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
23.2KNew |
$2.37M - $2.51M
|
23.2K
$2.56M
|
|
|
Apr 17, 2024
Q4 2023
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
23.2KNew |
$2.37M - $2.5M
|
23.2K
$2.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
23.2KNew |
$2.36M - $2.5M
|
23.2K
$2.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
22.3K+ 11.0% |
$2.28M - $2.41M
|
225K
$24.8M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
21.2KNew |
$2.17M - $2.29M
|
21.2K
$2.34M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
20.5K+ 162.21% |
$2.09M - $2.21M
|
33.1K
$3.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20.3KNew |
$2.07M - $2.19M
|
20.3K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
19.3K+ 21.87% |
$1.98M - $2.09M
|
108K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
19.2K+ 67.33% |
$1.96M - $2.07M
|
47.6K
$5.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
19.1KNew |
$1.95M - $2.06M
|
19.1K
$2.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
17K+ 219.91% |
$1.73M - $1.83M
|
24.7K
$2.71M
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
16.9KNew |
$1.72M - $1.82M
|
16.9K
$1.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.9K+ 20.99% |
$1.72M - $1.82M
|
97.2K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16.8K+ 146.82% |
$1.72M - $1.82M
|
28.3K
$3.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
16.8KNew |
$1.72M - $1.82M
|
16.8K
$1.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
BUY
|
- |
16.7K+ 21.28% |
$1.7M - $1.8M
|
95.1K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.6KNew |
$1.7M - $1.79M
|
16.6K
$1.83M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
16K+ 9.68% |
$1.63M - $1.73M
|
181K
$19.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
15.4KNew |
$1.57M - $1.66M
|
15.4K
$1.69M
|
|
|
Jan 22, 2024
Q4 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
15.1K+ 111.94% |
$1.54M - $1.63M
|
28.6K
$3.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
14.4K+ 394.95% |
$1.47M - $1.55M
|
18K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.4KNew |
$1.47M - $1.55M
|
14.4K
$1.58M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
14.1K+ 569.83% |
$1.44M - $1.52M
|
16.5K
$1.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
13.9K+ 53.12% |
$1.42M - $1.5M
|
40K
$4.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
13.6K+ 300.09% |
$1.39M - $1.47M
|
18.1K
$1.99M
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
12.5KNew |
$1.28M - $1.35M
|
12.5K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12.5K+ 5125.51% |
$1.27M - $1.34M
|
12.7K
$1.4M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
12.3KNew |
$1.25M - $1.32M
|
12.3K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
12.1KNew |
$1.23M - $1.31M
|
12.1K
$1.33M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
11.8K+ 1.18% |
$1.21M - $1.28M
|
1.01M
$111M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11.6K+ 206.03% |
$1.19M - $1.26M
|
17.3K
$1.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
11.4KNew |
$1.17M - $1.23M
|
11.4K
$1.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Verger Capital Management LLC
|
BUY
|
- |
11.4K+ 21.34% |
$1.16M - $1.23M
|
64.7K
$7.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
11.3K+ 10.39% |
$1.15M - $1.22M
|
120K
$13.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
11.3KNew |
$1.15M - $1.22M
|
11.3K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.2K+ 23.76% |
$1.14M - $1.2M
|
58.1K
$6.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
11K+ 683.78% |
$1.13M - $1.19M
|
12.7K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
11K+ 19.44% |
$1.12M - $1.19M
|
67.5K
$7.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
10.9K+ 31.59% |
$1.11M - $1.17M
|
45.3K
$4.98M
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
BUY
|
- |
10.8K+ 8.6% |
$1.1M - $1.17M
|
136K
$15M
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
10.7KNew |
$1.09M - $1.16M
|
10.7K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.5K+ 16.12% |
$1.08M - $1.14M
|
76K
$8.36M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10KNew |
$1.02M - $1.08M
|
10K
$1.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
9.86K+ 1.99% |
$1.01M - $1.06M
|
506K
$55.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
9.74KNew |
$994K - $1.05M
|
9.74K
$1.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
9.62KNew |
$982K - $1.04M
|
9.62K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.2KNew |
$939K - $993K
|
9.2K
$1.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
9.19K+ 12.03% |
$939K - $992K
|
85.6K
$9.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
9.08K+ 40.46% |
$927K - $981K
|
31.5K
$3.47M
|