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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-266- 4.4% |
$28.3K - $29.3K
|
5.78K
$628K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-272- 4.66% |
$28.9K - $30K
|
5.56K
$605K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-273- 0.47% |
$29K - $30.1K
|
57.5K
$6.25M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-273- 19.5% |
$29K - $30.1K
|
1.13K
$123K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-276- 1.44% |
$29.3K - $30.4K
|
18.9K
$2.06M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-278- 1.0% |
$29.5K - $30.6K
|
27.5K
$2.99M
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-279- 63.55% |
$29.6K - $30.8K
|
160
$17.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-282- 1.31% |
$30K - $31.1K
|
21.2K
$2.31M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-285- 2.86% |
$30.3K - $31.4K
|
9.68K
$1.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-285- 8.93% |
$30.3K - $31.4K
|
2.91K
$316K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-293- 7.11% |
$31.1K - $32.3K
|
3.83K
$416K
|
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-298- 3.25% |
$31.7K - $32.9K
|
8.88K
$966K
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-299- 4.53% |
$31.8K - $33K
|
6.3K
$685K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-302Closed |
$32.1K - $33.3K
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-307- 3.18% |
$32.6K - $33.8K
|
9.36K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-313- 5.25% |
$33.3K - $34.5K
|
5.65K
$614K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-320- 9.05% |
$34K - $35.3K
|
3.21K
$349K
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-323- 13.54% |
$34.3K - $35.6K
|
2.06K
$224K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-323- 11.55% |
$34.3K - $35.6K
|
2.47K
$269K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-325- 74.88% |
$34.5K - $35.8K
|
109
$11.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-330- 88.95% |
$35.1K - $36.4K
|
41
$4.46K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-343- 0.53% |
$36.4K - $37.8K
|
64.9K
$7.06M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-347- 98.3% |
$36.9K - $38.3K
|
6
$652
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-347- 98.3% |
$36.9K - $38.3K
|
6
$652
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-349- 10.84% |
$37.1K - $38.5K
|
2.87K
$312K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-357- 9.02% |
$37.9K - $39.4K
|
3.6K
$391K
|
|
|
Apr 17, 2023
Q1 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-357- 0.68% |
$37.9K - $39.4K
|
52.4K
$5.69M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-361- 11.28% |
$38.4K - $39.8K
|
2.84K
$309K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-366- 8.95% |
$38.9K - $40.4K
|
3.72K
$405K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-373- 13.95% |
$39.6K - $41.1K
|
2.3K
$250K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-375- 13.98% |
$39.8K - $41.3K
|
2.31K
$251K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-375- 2.12% |
$39.8K - $41.3K
|
17.3K
$1.89M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-384- 16.35% |
$40.8K - $42.3K
|
1.97K
$214K
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-385- 12.82% |
$40.9K - $42.4K
|
2.62K
$285K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-400- 5.39% |
$42.5K - $44.1K
|
7.03K
$764K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-403- 11.79% |
$42.8K - $44.4K
|
3.01K
$328K
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-413- 2.7% |
$43.9K - $45.5K
|
14.9K
$1.62M
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-419- 13.42% |
$44.5K - $46.2K
|
2.7K
$294K
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-420- 4.09% |
$44.6K - $46.3K
|
9.86K
$1.07M
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-425- 9.66% |
$45.2K - $46.9K
|
3.97K
$432K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-426- 5.13% |
$45.3K - $47K
|
7.88K
$857K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-426- 5.36% |
$45.3K - $47K
|
7.52K
$817K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-442- 14.82% |
$47K - $48.7K
|
2.54K
$276K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-443- 8.26% |
$47.1K - $48.8K
|
4.92K
$535K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-446- 33.53% |
$47.4K - $49.2K
|
884
$96.1K
|
|
|
May 12, 2023
Q1 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-457- 10.4% |
$48.6K - $50.4K
|
3.94K
$428K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-464- 28.68% |
$49.3K - $51.2K
|
1.15K
$125K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-466- 69.97% |
$49.5K - $51.4K
|
200
$21.7K
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-471- 11.44% |
$50K - $51.9K
|
3.65K
$396K
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-478- 19.68% |
$50.8K - $52.7K
|
1.95K
$212K
|