Purchases and Sales Made in Q1 2023 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.12MNew |
$119M - $123M
|
1.12M
$121M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
961K+ 6.94% |
$102M - $106M
|
14.8M
$1.6B
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
942K+ 256.54% |
$100M - $104M
|
1.31M
$142M
|
|
|
May 15, 2023
Q1 2023
|
Kirkoswald Asset Management LLC
New York, NY |
BUY
|
- |
908KNew |
$96.5M - $100M
|
908K
$98.3M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
829K+ 549.02% |
$88.1M - $91.4M
|
980K
$106M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
825KNew |
$87.7M - $91M
|
825K
$89.3M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
739K+ 18.28% |
$78.5M - $81.5M
|
4.78M
$518M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
639KNew |
$67.8M - $70.4M
|
639K
$69.1M
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
600KNew |
$63.7M - $66.2M
|
600K
$65M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
562K+ 1004.01% |
$59.7M - $61.9M
|
618K
$66.9M
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
504K+ 290.5% |
$53.6M - $55.6M
|
678K
$73.4M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
462K+ 1.66% |
$49.1M - $51M
|
28.3M
$3.07B
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
BUY
|
- |
457KNew |
$48.5M - $50.4M
|
457K
$49.5M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
284K+ 376.68% |
$30.2M - $31.3M
|
360K
$39M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
245K+ 330.57% |
$26M - $27M
|
319K
$34.5M
|
|
|
May 12, 2023
Q1 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
244K+ 71.45% |
$25.9M - $26.9M
|
585K
$63.3M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
186K+ 124.74% |
$19.7M - $20.5M
|
335K
$36.2M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
147KNew |
$15.6M - $16.2M
|
147K
$15.9M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
133K+ 1849.28% |
$14.2M - $14.7M
|
141K
$15.2M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
122K+ 211.1% |
$13M - $13.5M
|
180K
$19.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
120K+ 222.66% |
$12.7M - $13.2M
|
174K
$18.8M
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
97.4K+ 55.09% |
$10.3M - $10.7M
|
274K
$29.7M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
94.9K+ 1.16% |
$10.1M - $10.5M
|
8.28M
$896M
|
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
91.7KNew |
$9.74M - $10.1M
|
91.7K
$9.92M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
88.1KNew |
$9.36M - $9.71M
|
88.1K
$9.54M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
85.5K+ 8.29% |
$9.08M - $9.42M
|
1.12M
$121M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
83.7K+ 117.24% |
$8.89M - $9.23M
|
155K
$16.8M
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
75KNew |
$7.97M - $8.27M
|
75K
$8.12M
|
|
|
May 03, 2023
Q1 2023
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
72.8KNew |
$7.73M - $8.02M
|
72.8K
$7.88M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
72.7K+ 294.28% |
$7.72M - $8.01M
|
97.4K
$10.5M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
68.2KNew |
$7.25M - $7.52M
|
68.2K
$7.39M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
67.5K+ 65.92% |
$7.17M - $7.44M
|
170K
$18.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
67.1K+ 532.93% |
$7.12M - $7.39M
|
79.6K
$8.62M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
65.2K+ 66.34% |
$6.93M - $7.19M
|
164K
$17.7M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
63.8KNew |
$6.78M - $7.04M
|
63.8K
$6.91M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
60.6K+ 1411.69% |
$6.44M - $6.68M
|
64.9K
$7.03M
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
57.3K+ 33.47% |
$6.09M - $6.32M
|
228K
$24.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
56.4KNew |
$5.99M - $6.22M
|
56.4K
$6.11M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
54.4K+ 100790.74% |
$5.78M - $6M
|
54.5K
$5.9M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
50.3K+ 76.69% |
$5.35M - $5.55M
|
116K
$12.6M
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
49.2KNew |
$5.23M - $5.42M
|
49.2K
$5.33M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
48.5K+ 39.41% |
$5.15M - $5.34M
|
171K
$18.6M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
42.2K+ 125.0% |
$4.48M - $4.65M
|
76K
$8.22M
|
|
|
Apr 12, 2023
Q1 2023
|
Wealth Navi Inc.
|
BUY
|
- |
42.1K+ 4.01% |
$4.47M - $4.64M
|
1.09M
$118M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
40.8K+ 19.41% |
$4.34M - $4.5M
|
251K
$27.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
39.5K+ 18.0% |
$4.2M - $4.36M
|
259K
$28.1M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
BUY
|
- |
39.1K+ 70.9% |
$4.16M - $4.32M
|
94.4K
$10.2M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
37.6K+ 3901.24% |
$4M - $4.15M
|
38.6K
$4.18M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
37.4KNew |
$3.97M - $4.12M
|
37.4K
$4.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
35.9K+ 137.92% |
$3.82M - $3.96M
|
62K
$6.71M
|