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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.45KNew |
$353K - $373K
|
3.45K
$380K
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.39KNew |
$346K - $366K
|
3.39K
$373K
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.3KNew |
$337K - $356K
|
3.3K
$363K
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
3.22KNew |
$329K - $348K
|
3.22K
$355K
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
3.2KNew |
$327K - $345K
|
3.2K
$352K
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.13K+ 25.05% |
$320K - $338K
|
15.6K
$1.72M
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.1KNew |
$317K - $335K
|
3.1K
$341K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3.1KNew |
$316K - $334K
|
3.1K
$341K
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
3.07KNew |
$313K - $331K
|
3.07K
$337K
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
3.06K+ 75.06% |
$313K - $330K
|
7.14K
$785K
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3KNew |
$307K - $324K
|
3K
$330K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.96K+ 32.11% |
$302K - $319K
|
12.2K
$1.34M
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
2.85KNew |
$291K - $307K
|
2.85K
$313K
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.82KNew |
$287K - $304K
|
2.82K
$310K
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.81K+ 1.57% |
$286K - $303K
|
181K
$20M
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.79K+ 47.9% |
$285K - $301K
|
8.61K
$947K
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.74KNew |
$280K - $296K
|
2.74K
$301K
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2.7KNew |
$276K - $291K
|
2.7K
$297K
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.67KNew |
$273K - $288K
|
2.67K
$294K
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.66K+ 11.76% |
$272K - $288K
|
25.3K
$2.78M
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.64K+ 4.17% |
$270K - $285K
|
66K
$7.26M
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
2.63KNew |
$268K - $284K
|
2.63K
$289K
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
2.62KNew |
$267K - $283K
|
2.62K
$288K
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.6K+ 6.03% |
$265K - $281K
|
45.7K
$5.02M
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.54KNew |
$259K - $274K
|
2.54K
$279K
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.52KNew |
$257K - $272K
|
2.52K
$277K
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.5K+ 5.8% |
$255K - $270K
|
45.6K
$5.02M
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.44KNew |
$249K - $263K
|
2.44K
$268K
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
2.41KNew |
$246K - $260K
|
2.41K
$265K
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.41KNew |
$246K - $260K
|
2.41K
$265K
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
BUY
|
- |
2.34K+ 3.63% |
$239K - $253K
|
66.7K
$7.34M
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.21KNew |
$226K - $239K
|
2.21K
$243K
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.21K+ 8.9% |
$225K - $238K
|
27K
$2.97M
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.17K+ 34.35% |
$222K - $235K
|
8.5K
$935K
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.16KNew |
$221K - $233K
|
2.16K
$238K
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.15KNew |
$220K - $233K
|
2.15K
$237K
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.15KNew |
$220K - $232K
|
2.15K
$237K
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
2.15KNew |
$220K - $232K
|
2.15K
$237K
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.11KNew |
$216K - $228K
|
2.11K
$232K
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.1K+ 4.19% |
$215K - $227K
|
52.4K
$5.76M
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.08K+ 7.44% |
$213K - $225K
|
30.1K
$3.31M
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.06K+ 5.43% |
$211K - $223K
|
40K
$4.4M
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.04KNew |
$209K - $220K
|
2.04K
$225K
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.02K+ 8.6% |
$207K - $218K
|
25.6K
$2.81M
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
2.02K+ 20.25% |
$206K - $218K
|
12K
$1.32M
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.01K+ 86.07% |
$206K - $217K
|
4.35K
$479K
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
1.99K+ 44.58% |
$203K - $214K
|
6.44K
$709K
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.97KNew |
$201K - $213K
|
1.97K
$217K
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.9KNew |
$194K - $205K
|
1.9K
$209K
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
1.77K+ 3.39% |
$180K - $191K
|
53.8K
$5.92M
|