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 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 0.76% |
$715 - $756
|
925
$100K
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
7+ 0.31% |
$715 - $756
|
2.27K
$247K
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7+ 0.3% |
$715 - $756
|
2.38K
$258K
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 0.2% |
$613 - $648
|
3.03K
$329K
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
4+ 0.16% |
$408 - $432
|
2.49K
$270K
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.44% |
$306 - $324
|
684
$74.3K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2+ 1.06% |
$204 - $216
|
191
$20.7K
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.16% |
$204 - $216
|
1.29K
$140K
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2+ 0.04% |
$204 - $216
|
4.77K
$518K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.42% |
$204 - $216
|
482
$52.4K
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2+ 0.06% |
$204 - $216
|
3.48K
$378K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 1.04% |
$204 - $216
|
195
$21.2K
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$102 - $108
|
1
$109
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.67% |
$102 - $108
|
151
$16.4K
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 14.29% |
$102 - $108
|
8
$869
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 6.67% |
$102 - $108
|
16
$1.74K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.25% |
$102 - $108
|
81
$8.8K
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 1.89% |
$102 - $108
|
54
$5.86K
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$102 - $108
|
2.85K
$310K
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 2.86% |
$102 - $108
|
36
$3.91K
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1- 0.02% |
$102 - $108
|
6.03K
$655K
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-2- 0.11% |
$204 - $216
|
1.84K
$200K
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4- 0.21% |
$408 - $432
|
1.94K
$211K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.65% |
$408 - $432
|
612
$66.5K
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-6- 0.06% |
$613 - $648
|
10.6K
$1.15M
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-6- 30.0% |
$613 - $648
|
14
$1.52K
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-8- 0.08% |
$817 - $864
|
9.92K
$1.08M
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-8- 0.4% |
$817 - $864
|
2.01K
$218K
|
|
Jan 10, 2024
Q4 2023
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-10- 0.29% |
$1.02K - $1.08K
|
3.45K
$374K
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-11- 0.02% |
$1.12K - $1.19K
|
70.1K
$7.61M
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-12- 0.2% |
$1.23K - $1.3K
|
5.89K
$640K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-12- 22.64% |
$1.23K - $1.3K
|
41
$4.45K
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-13- 0.15% |
$1.33K - $1.4K
|
8.67K
$942K
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-20- 0.22% |
$2.04K - $2.16K
|
8.93K
$969K
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-24- 0.82% |
$2.45K - $2.59K
|
2.89K
$313K
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-24- 1.61% |
$2.45K - $2.59K
|
1.47K
$159K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-25- 10.78% |
$2.55K - $2.7K
|
207
$22.5K
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-25- 50.0% |
$2.55K - $2.7K
|
25
$2.72K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-25- 6.23% |
$2.55K - $2.7K
|
376
$40.8K
|
|
Feb 14, 2024
Q4 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-26- 1.1% |
$2.66K - $2.81K
|
2.34K
$254K
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-27- 8.26% |
$2.76K - $2.92K
|
300
$32.6K
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-30- 1.47% |
$3.06K - $3.24K
|
2.01K
$219K
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-30- 0.69% |
$3.06K - $3.24K
|
4.33K
$470K
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-32- 7.71% |
$3.27K - $3.46K
|
383
$41.6K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-33- 0.13% |
$3.37K - $3.56K
|
26.3K
$2.86M
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-38- 3.78% |
$3.88K - $4.1K
|
966
$105K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-39- 6.45% |
$3.98K - $4.21K
|
566
$61.5K
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-41- 11.61% |
$4.19K - $4.43K
|
312
$33.9K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-43- 6.05% |
$4.39K - $4.64K
|
668
$72.6K
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-50- 1.63% |
$5.11K - $5.4K
|
3.01K
$327K
|