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 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-17.6K- 68.88% |
$2.17M - $2.28M
|
7.97K
$858K
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-17.7KClosed |
$2.18M - $2.29M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-18.2KClosed |
$2.24M - $2.35M
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Surience Private Wealth LLC
|
SELL
|
- |
-18.3K- 30.36% |
$2.25M - $2.36M
|
41.9K
$4.51M
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-18.3K- 23.42% |
$2.26M - $2.37M
|
60K
$6.46M
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18.5K- 27.09% |
$2.27M - $2.38M
|
49.7K
$5.35M
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-19.3K- 20.94% |
$2.37M - $2.49M
|
72.8K
$7.83M
|
|
Apr 15, 2022
Q1 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-19.5K- 24.19% |
$2.4M - $2.52M
|
61.1K
$6.58M
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-19.8K- 49.89% |
$2.43M - $2.55M
|
19.9K
$2.14M
|
|
May 16, 2022
Q1 2022
|
Intrepid Family Office LLC
Greenwich, CT |
SELL
|
- |
-20KClosed |
$2.46M - $2.58M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-20.4K- 26.96% |
$2.5M - $2.63M
|
55.2K
$5.94M
|
|
Aug 25, 2023
Q1 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-21K- 35.3% |
$2.59M - $2.72M
|
38.6K
$4.15M
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-21.6K- 89.57% |
$2.66M - $2.79M
|
2.52K
$271K
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-22KClosed |
$2.71M - $2.85M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-22.4K- 91.76% |
$2.76M - $2.9M
|
2.01K
$217K
|
|
May 16, 2022
Q1 2022
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-22.6KClosed |
$2.78M - $2.92M
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-22.6KClosed |
$2.78M - $2.92M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-22.9K- 48.0% |
$2.81M - $2.96M
|
24.8K
$2.67M
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-23K- 38.92% |
$2.83M - $2.97M
|
36.1K
$3.89M
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-23.2KClosed |
$2.85M - $3M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-23.3K- 36.8% |
$2.87M - $3.01M
|
40.1K
$4.31M
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-23.3K- 9.47% |
$2.87M - $3.02M
|
223K
$24M
|
|
Apr 19, 2022
Q1 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-24.1K- 41.6% |
$2.97M - $3.12M
|
33.9K
$3.65M
|
|
May 16, 2022
Q1 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-25.2KClosed |
$3.1M - $3.26M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-25.3K- 57.26% |
$3.11M - $3.26M
|
18.9K
$2.03M
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-25.3K- 84.57% |
$3.11M - $3.27M
|
4.61K
$497K
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-25.8K- 81.52% |
$3.17M - $3.33M
|
5.85K
$630K
|
|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-26.7K- 44.02% |
$3.29M - $3.45M
|
34K
$3.66M
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-26.8K- 82.06% |
$3.3M - $3.46M
|
5.86K
$631K
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-27.5K- 74.74% |
$3.38M - $3.55M
|
9.28K
$999K
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-28.3K- 33.86% |
$3.47M - $3.65M
|
55.2K
$5.94M
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-29.2K- 15.47% |
$3.59M - $3.77M
|
159K
$17.2M
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-30.4KClosed |
$3.73M - $3.92M
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-31.1K- 11.48% |
$3.82M - $4.02M
|
240K
$25.8M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-31.7K- 0.91% |
$3.9M - $4.1M
|
3.46M
$373M
|
|
Apr 27, 2022
Q1 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-32.5K- 36.74% |
$4M - $4.2M
|
56K
$6.02M
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-32.7KClosed |
$4.02M - $4.23M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-33.7K- 42.52% |
$4.14M - $4.35M
|
45.6K
$4.91M
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-35K- 60.29% |
$4.3M - $4.52M
|
23K
$2.48M
|
|
May 16, 2022
Q1 2022
|
Dan L Duncan Foundation
Houston, TX |
SELL
|
- |
-36.4K- 50.86% |
$4.48M - $4.71M
|
35.2K
$3.79M
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-36.6KClosed |
$4.5M - $4.72M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-36.9K- 60.46% |
$4.54M - $4.77M
|
24.1K
$2.6M
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-37K- 74.52% |
$4.55M - $4.78M
|
12.6K
$1.36M
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-38.1KClosed |
$4.68M - $4.92M
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-38.2KClosed |
$4.69M - $4.93M
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Refined Wealth Management
|
SELL
|
- |
-38.2K- 36.38% |
$4.7M - $4.94M
|
66.9K
$7.2M
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-38.8K- 47.04% |
$4.77M - $5.01M
|
43.7K
$4.7M
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-39.9KClosed |
$4.9M - $5.15M
|
0
$0
|
|
Mar 11, 2024
Q1 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-40.8K- 53.62% |
$5.01M - $5.26M
|
35.3K
$3.8M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40.9K- 1.93% |
$5.03M - $5.29M
|
2.08M
$223M
|