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 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-497- 11.62% |
$52.8K - $54.8K
|
3.78K
$407K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-500- 16.88% |
$53.1K - $55.1K
|
2.46K
$265K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-501- 2.42% |
$53.2K - $55.2K
|
20.2K
$2.17M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-512- 7.63% |
$54.4K - $56.4K
|
6.2K
$667K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-513- 9.7% |
$54.5K - $56.6K
|
4.78K
$514K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-517- 44.88% |
$54.9K - $57K
|
635
$68.4K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-520- 11.49% |
$55.2K - $57.3K
|
4.01K
$431K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-524- 5.78% |
$55.7K - $57.8K
|
8.55K
$920K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-527- 4.88% |
$56K - $58.1K
|
10.3K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-530- 11.3% |
$56.3K - $58.4K
|
4.16K
$448K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-532- 4.46% |
$56.5K - $58.7K
|
11.4K
$1.23M
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-539- 2.13% |
$57.3K - $59.4K
|
24.8K
$2.67M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-540- 9.35% |
$57.4K - $59.5K
|
5.23K
$563K
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-553- 15.24% |
$58.8K - $61K
|
3.08K
$331K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-563- 7.07% |
$59.8K - $62.1K
|
7.4K
$796K
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-563- 12.85% |
$59.8K - $62.1K
|
3.82K
$411K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-568- 0.26% |
$60.3K - $62.6K
|
220K
$23.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-573- 4.06% |
$60.9K - $63.2K
|
13.5K
$1.46M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-594- 2.98% |
$63.1K - $65.5K
|
19.4K
$2.08M
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-601- 18.0% |
$63.9K - $66.3K
|
2.74K
$295K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-603- 6.47% |
$64.1K - $66.5K
|
8.71K
$938K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-613- 3.03% |
$65.1K - $67.6K
|
19.6K
$2.11M
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-619- 1.46% |
$65.8K - $68.2K
|
41.8K
$4.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-620- 15.4% |
$65.9K - $68.4K
|
3.41K
$367K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-634- 7.58% |
$67.4K - $69.9K
|
7.73K
$832K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-634- 21.0% |
$67.4K - $69.9K
|
2.39K
$257K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-640- 7.83% |
$68K - $70.6K
|
7.54K
$811K
|
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-644- 5.69% |
$68.4K - $71K
|
10.7K
$1.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-650- 16.61% |
$69.1K - $71.7K
|
3.26K
$351K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-651- 14.35% |
$69.2K - $71.8K
|
3.89K
$418K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-652- 18.93% |
$69.3K - $71.9K
|
2.79K
$301K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-655- 12.69% |
$69.6K - $72.2K
|
4.51K
$485K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-662- 0.87% |
$70.3K - $73K
|
75.9K
$8.17M
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-670- 5.09% |
$71.2K - $73.9K
|
12.5K
$1.35M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-671- 15.93% |
$71.3K - $74K
|
3.54K
$381K
|
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-672- 10.73% |
$71.4K - $74.1K
|
5.59K
$602K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-676- 17.6% |
$71.8K - $74.5K
|
3.17K
$341K
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-678- 4.22% |
$72K - $74.7K
|
15.4K
$1.66M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-681- 3.03% |
$72.3K - $75.1K
|
21.8K
$2.34M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-685- 1.13% |
$72.8K - $75.5K
|
59.8K
$6.43M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-688- 11.13% |
$73.1K - $75.9K
|
5.49K
$591K
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-692- 3.03% |
$73.5K - $76.3K
|
22.2K
$2.39M
|
|
|
May 12, 2023
Q1 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-694- 1.33% |
$73.7K - $76.5K
|
51.4K
$5.54M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-700- 12.92% |
$74.4K - $77.2K
|
4.72K
$508K
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-700- 1.33% |
$74.4K - $77.2K
|
51.7K
$5.57M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-716- 11.06% |
$76.1K - $78.9K
|
5.76K
$620K
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-720- 28.08% |
$76.5K - $79.4K
|
1.84K
$199K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-729- 20.89% |
$77.4K - $80.4K
|
2.76K
$297K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-733- 4.28% |
$77.9K - $80.8K
|
16.4K
$1.77M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-733- 7.63% |
$77.9K - $80.8K
|
8.88K
$956K
|