Purchases and Sales Made in Q1 2022 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q1 2022. 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, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9.74K- 4.7% |
$1.2M - $1.26M
|
197K
$21.2M
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-9.94K- 17.1% |
$1.22M - $1.28M
|
48.2K
$5.19M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-9.97K- 0.24% |
$1.23M - $1.29M
|
4.13M
$445M
|
|
Apr 28, 2022
Q1 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-10.1K- 27.97% |
$1.25M - $1.31M
|
26.1K
$2.81M
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-10.2KClosed |
$1.26M - $1.32M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-10.5K- 65.14% |
$1.29M - $1.36M
|
5.62K
$605K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10.7K- 5.27% |
$1.31M - $1.38M
|
192K
$20.6M
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-10.8K- 2.82% |
$1.33M - $1.4M
|
373K
$40.2M
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
SELL
|
- |
-10.8KClosed |
$1.33M - $1.4M
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-10.9K- 13.79% |
$1.34M - $1.41M
|
68.1K
$7.33M
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10.9K- 68.47% |
$1.34M - $1.41M
|
5.02K
$540K
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-11.3KClosed |
$1.39M - $1.46M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-11.4K- 4.13% |
$1.41M - $1.48M
|
265K
$28.6M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-11.6K- 34.86% |
$1.42M - $1.5M
|
21.6K
$2.33M
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-11.6K- 49.56% |
$1.43M - $1.5M
|
11.8K
$1.27M
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-11.8K- 21.2% |
$1.45M - $1.52M
|
43.7K
$4.71M
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-12K- 14.42% |
$1.47M - $1.54M
|
70.9K
$7.64M
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-12K- 78.89% |
$1.47M - $1.55M
|
3.21K
$345K
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
SELL
|
- |
-12K- 29.36% |
$1.48M - $1.55M
|
29K
$3.12M
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-12.1K- 9.36% |
$1.48M - $1.56M
|
117K
$12.6M
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-12.2K- 13.41% |
$1.5M - $1.57M
|
78.7K
$8.47M
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-12.4K- 48.39% |
$1.53M - $1.61M
|
13.3K
$1.43M
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-12.5K- 81.58% |
$1.53M - $1.61M
|
2.82K
$303K
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-12.7K- 15.67% |
$1.56M - $1.64M
|
68.5K
$7.37M
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-13KClosed |
$1.59M - $1.67M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-13K- 12.99% |
$1.6M - $1.68M
|
87.3K
$9.4M
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.2K- 79.29% |
$1.62M - $1.71M
|
3.45K
$371K
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-13.7K- 63.68% |
$1.68M - $1.77M
|
7.8K
$839K
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-13.8K- 44.25% |
$1.69M - $1.78M
|
17.3K
$1.87M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-13.9K- 21.67% |
$1.71M - $1.79M
|
50.2K
$5.4M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-13.9K- 35.53% |
$1.71M - $1.8M
|
25.3K
$2.72M
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-14.1K- 46.61% |
$1.74M - $1.82M
|
16.2K
$1.74M
|
|
May 13, 2022
Q1 2022
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-14.2K- 12.48% |
$1.75M - $1.83M
|
99.6K
$10.7M
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-14.2K- 32.01% |
$1.75M - $1.84M
|
30.2K
$3.26M
|
|
Apr 20, 2022
Q1 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-14.6KClosed |
$1.79M - $1.88M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-14.7K- 40.39% |
$1.8M - $1.89M
|
21.6K
$2.33M
|
|
Jul 18, 2022
Q1 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-15.1K- 41.06% |
$1.85M - $1.95M
|
21.6K
$2.33M
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-15.5K- 30.14% |
$1.9M - $2M
|
35.8K
$3.86M
|
|
May 13, 2022
Q1 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-15.6KClosed |
$1.92M - $2.01M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.7K- 47.65% |
$1.93M - $2.03M
|
17.2K
$1.85M
|
|
May 11, 2022
Q1 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-16KClosed |
$1.97M - $2.07M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-16.1KClosed |
$1.98M - $2.08M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.2K- 32.29% |
$1.99M - $2.09M
|
33.9K
$3.65M
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-16.2KClosed |
$2M - $2.1M
|
0
$0
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-16.4K- 17.14% |
$2.01M - $2.11M
|
79.1K
$8.52M
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-16.4KClosed |
$2.02M - $2.12M
|
0
$0
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-16.7K- 18.54% |
$2.06M - $2.16M
|
73.5K
$7.92M
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-17K- 46.06% |
$2.08M - $2.19M
|
19.8K
$2.14M
|
|
Apr 08, 2022
Q1 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-17.5KClosed |
$2.15M - $2.26M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-17.6K- 53.8% |
$2.16M - $2.27M
|
15.1K
$1.63M
|