Latest Institutional Transactions on Ishares Tr Tips Bd ETF (TIP)
This table provides information on the latest institutional transactions involving Ishares Tr Tips Bd ETF (TIP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-5.47K- 13.04% |
$574K - $603K
|
36.5K
$3.95M
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-40- 1.95% |
$4.2K - $4.41K
|
2.01K
$218K
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.64K- 21.2% |
$276K - $290K
|
9.8K
$1.06M
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
243New |
$25.5K - $26.8K
|
243
$26.3K
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-8- 6.02% |
$839 - $881
|
125
$13.5K
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.9KNew |
$200K - $210K
|
1.9K
$206K
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-114- 4.32% |
$12K - $12.6K
|
2.53K
$273K
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
706+ 2.36% |
$74.1K - $77.8K
|
30.7K
$3.32M
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-10.7K- 23.73% |
$1.12M - $1.18M
|
34.4K
$3.72M
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
118New |
$12.4K - $13K
|
118
$12.8K
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-6.32K- 70.04% |
$663K - $696K
|
2.7K
$293K
|
|
Jan 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-1.12K- 24.18% |
$118K - $124K
|
3.52K
$381K
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
194+ 4.94% |
$20.4K - $21.4K
|
4.12K
$446K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
298+ 4.26% |
$31.3K - $32.8K
|
7.3K
$790K
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-2.52KClosed |
$265K - $278K
|
0
$0
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-168Closed |
$17.6K - $18.5K
|
0
$0
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
20New |
$2.1K - $2.2K
|
20
$2.17K
|
|
Jan 24, 2023
Q4 2022
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-1.9K- 27.74% |
$199K - $209K
|
4.95K
$536K
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-1.36K- 11.71% |
$142K - $150K
|
10.2K
$1.11M
|
|
Jan 24, 2023
Q4 2022
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-81- 4.01% |
$8.5K - $8.92K
|
1.94K
$210K
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-434- 3.52% |
$45.5K - $47.8K
|
11.9K
$1.29M
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
85+ 4.02% |
$8.92K - $9.37K
|
2.2K
$238K
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-343- 2.59% |
$36K - $37.8K
|
12.9K
$1.39M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.24K- 98.03% |
$130K - $137K
|
25
$2.71K
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-256- 8.93% |
$26.9K - $28.2K
|
2.61K
$283K
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-3.67K- 5.14% |
$384K - $404K
|
67.6K
$7.32M
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-399- 15.01% |
$41.9K - $44K
|
2.26K
$245K
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
7+ 0.37% |
$734 - $771
|
1.92K
$208K
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
1.33K+ 1.3% |
$139K - $146K
|
103K
$11.2M
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-204- 8.98% |
$21.4K - $22.5K
|
2.07K
$224K
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
23.6K+ 150.27% |
$2.48M - $2.6M
|
39.3K
$4.26M
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-130- 30.16% |
$13.6K - $14.3K
|
301
$32.6K
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-7.06K- 78.41% |
$741K - $778K
|
1.95K
$211K
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
277New |
$29.1K - $30.5K
|
277
$30K
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
14.5K+ 95.25% |
$1.52M - $1.6M
|
29.7K
$3.22M
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-659- 19.15% |
$69.1K - $72.6K
|
2.78K
$301K
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
14.9KNew |
$1.57M - $1.65M
|
14.9K
$1.62M
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
489New |
$51.3K - $53.9K
|
489
$52.9K
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 19.79% |
$135K - $142K
|
5.23K
$566K
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
2.67KNew |
$280K - $295K
|
2.67K
$289K
|
|
Jan 17, 2023
Q4 2022
|
Refined Wealth Management
|
BUY
|
- |
1.66K+ 2.26% |
$174K - $183K
|
75K
$8.11M
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-6.65K- 35.66% |
$698K - $733K
|
12K
$1.3M
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-3.85K- 14.95% |
$404K - $425K
|
21.9K
$2.37M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.04KNew |
$109K - $115K
|
1.04K
$113K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.3K- 16.59% |
$136K - $143K
|
6.54K
$708K
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
46+ 0.48% |
$4.83K - $5.07K
|
9.67K
$1.05M
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-165- 98.21% |
$17.3K - $18.2K
|
3
$325
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-70.8K- 88.03% |
$7.42M - $7.8M
|
9.62K
$1.04M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.67K- 82.24% |
$280K - $294K
|
577
$62.5K
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-139K- 91.89% |
$14.6M - $15.3M
|
12.3K
$1.33M
|