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
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-41- 11.61% |
$4.19K - $4.43K
|
312
$34.5K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-43- 6.05% |
$4.39K - $4.64K
|
668
$73.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-50- 1.63% |
$5.11K - $5.4K
|
3.01K
$333K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-52- 0.45% |
$5.31K - $5.61K
|
11.6K
$1.28M
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-52- 0.07% |
$5.31K - $5.61K
|
77.1K
$8.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-53- 1.85% |
$5.41K - $5.72K
|
2.81K
$311K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-55- 1.62% |
$5.62K - $5.94K
|
3.35K
$370K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-55- 2.43% |
$5.62K - $5.94K
|
2.21K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-59- 2.25% |
$6.03K - $6.37K
|
2.56K
$283K
|
|
|
Jan 30, 2024
Q4 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-59- 0.12% |
$6.03K - $6.37K
|
49.2K
$5.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-60- 22.47% |
$6.13K - $6.48K
|
207
$22.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-62- 1.38% |
$6.33K - $6.69K
|
4.44K
$491K
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-74- 2.89% |
$7.56K - $7.99K
|
2.49K
$276K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-84- 2.82% |
$8.58K - $9.07K
|
2.89K
$320K
|
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-84- 1.91% |
$8.58K - $9.07K
|
4.31K
$477K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-84- 1.04% |
$8.58K - $9.07K
|
8.03K
$888K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-84- 3.62% |
$8.58K - $9.07K
|
2.24K
$248K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-90- 3.57% |
$9.19K - $9.72K
|
2.43K
$269K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-90- 0.95% |
$9.19K - $9.72K
|
9.34K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-90- 0.21% |
$9.19K - $9.72K
|
42.4K
$4.69M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-96- 3.72% |
$9.8K - $10.4K
|
2.48K
$275K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-96- 2.61% |
$9.8K - $10.4K
|
3.59K
$397K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-99- 3.32% |
$10.1K - $10.7K
|
2.89K
$319K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-100- 1.74% |
$10.2K - $10.8K
|
5.66K
$627K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-100- 0.98% |
$10.2K - $10.8K
|
10.2K
$1.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 5.0% |
$10.2K - $10.8K
|
1.9K
$210K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-100- 1.43% |
$10.2K - $10.8K
|
6.91K
$764K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-102- 18.18% |
$10.4K - $11K
|
459
$50.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-102- 6.65% |
$10.4K - $11K
|
1.43K
$158K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-102- 1.95% |
$10.4K - $11K
|
5.12K
$566K
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-108- 4.58% |
$11K - $11.7K
|
2.25K
$249K
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-113- 5.38% |
$11.5K - $12.2K
|
1.99K
$220K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-119- 3.14% |
$12.2K - $12.8K
|
3.68K
$407K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-120- 7.68% |
$12.3K - $13K
|
1.44K
$160K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-122- 2.59% |
$12.5K - $13.2K
|
4.59K
$508K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-125- 0.07% |
$12.8K - $13.5K
|
178K
$19.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-125- 3.55% |
$12.8K - $13.5K
|
3.4K
$376K
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-127- 2.44% |
$13K - $13.7K
|
5.07K
$561K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-130- 0.25% |
$13.3K - $14K
|
52.3K
$5.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-131- 5.73% |
$13.4K - $14.1K
|
2.15K
$238K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-134- 1.22% |
$13.7K - $14.5K
|
10.9K
$1.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-135- 6.59% |
$13.8K - $14.6K
|
1.91K
$212K
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-140- 5.62% |
$14.3K - $15.1K
|
2.35K
$260K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-143- 61.37% |
$14.6K - $15.4K
|
90
$9.96K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-154- 3.03% |
$15.7K - $16.6K
|
4.93K
$545K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-158- 2.66% |
$16.1K - $17.1K
|
5.77K
$639K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-166- 22.34% |
$17K - $17.9K
|
577
$63.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-167- 4.41% |
$17.1K - $18K
|
3.62K
$400K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-169- 83.25% |
$17.3K - $18.2K
|
34
$3.76K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-172- 5.75% |
$17.6K - $18.6K
|
2.82K
$312K
|