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 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
151New |
$15.4K - $16.3K
|
151
$16.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
150+ 1.31% |
$15.3K - $16.2K
|
11.6K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
140New |
$14.3K - $15.1K
|
140
$15.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
138New |
$14.1K - $14.9K
|
138
$15.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
129+ 3.4% |
$13.2K - $13.9K
|
3.93K
$434K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
129New |
$13.2K - $13.9K
|
129
$14.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
125New |
$12.8K - $13.5K
|
125
$13.8K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
120New |
$12.3K - $13K
|
120
$13.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
120New |
$12.3K - $13K
|
120
$13.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
119+ 3.0% |
$12.2K - $12.8K
|
4.09K
$453K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
119New |
$12.2K - $12.8K
|
119
$13.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
116+ 10.07% |
$11.8K - $12.5K
|
1.27K
$140K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
111New |
$11.3K - $12K
|
111
$12.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
103+ 1.98% |
$10.5K - $11.1K
|
5.3K
$587K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
99New |
$10.1K - $10.7K
|
99
$11K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
89+ 1.45% |
$9.09K - $9.61K
|
6.24K
$690K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
87+ 2.97% |
$8.88K - $9.39K
|
3.02K
$334K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
82+ 0.77% |
$8.37K - $8.85K
|
10.8K
$1.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
78+ 4.02% |
$7.97K - $8.42K
|
2.02K
$223K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
72New |
$7.35K - $7.77K
|
72
$7.97K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
69New |
$7.05K - $7.45K
|
69
$7.63K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
69+ 0.61% |
$7.05K - $7.45K
|
11.3K
$1.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
50+ 0.73% |
$5.11K - $5.4K
|
6.91K
$765K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
49New |
$5K - $5.29K
|
49
$5.42K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
46+ 0.58% |
$4.7K - $4.97K
|
7.95K
$879K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
46+ 0.13% |
$4.7K - $4.97K
|
35.7K
$3.95M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
45+ 1.64% |
$4.6K - $4.86K
|
2.8K
$309K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
45+ 6.97% |
$4.6K - $4.86K
|
691
$76.5K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
42New |
$4.29K - $4.53K
|
42
$4.65K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
39New |
$3.98K - $4.21K
|
39
$4.32K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
38+ 0.64% |
$3.88K - $4.1K
|
5.95K
$658K
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
BUY
|
- |
38+ 0.78% |
$3.88K - $4.1K
|
4.9K
$542K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
36+ 0.83% |
$3.68K - $3.89K
|
4.37K
$483K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
36New |
$3.68K - $3.89K
|
36
$3.98K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
35+ 0.74% |
$3.57K - $3.78K
|
4.76K
$527K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
30+ 1.0% |
$3.06K - $3.24K
|
3.02K
$334K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
26New |
$2.66K - $2.81K
|
26
$2.88K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
25+ 0.99% |
$2.55K - $2.7K
|
2.56K
$283K
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
24+ 0.74% |
$2.45K - $2.59K
|
3.28K
$363K
|
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
22+ 0.56% |
$2.25K - $2.38K
|
3.95K
$437K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
19New |
$1.94K - $2.05K
|
19
$2.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
19+ 0.24% |
$1.94K - $2.05K
|
8.06K
$892K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
19New |
$1.94K - $2.05K
|
19
$2.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
19+ 0.87% |
$1.94K - $2.05K
|
2.2K
$244K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
18+ 0.85% |
$1.84K - $1.94K
|
2.14K
$237K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
15+ 0.81% |
$1.53K - $1.62K
|
1.86K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
13+ 26.0% |
$1.33K - $1.4K
|
63
$6.97K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
12+ 0.27% |
$1.23K - $1.3K
|
4.53K
$502K
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
12+ 1.43% |
$1.23K - $1.3K
|
850
$94.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
11New |
$1.12K - $1.19K
|
11
$1.22K
|