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 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-734- 21.96% |
$78K - $80.9K
|
2.61K
$281K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-752- 18.26% |
$79.9K - $82.9K
|
3.37K
$362K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-754- 16.44% |
$80.1K - $83.1K
|
3.83K
$413K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-757- 6.67% |
$80.4K - $83.5K
|
10.6K
$1.14M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-775- 37.68% |
$82.3K - $85.4K
|
1.28K
$138K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-788- 8.07% |
$83.7K - $86.9K
|
8.97K
$966K
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-800- 19.92% |
$85K - $88.2K
|
3.22K
$346K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-821- 7.04% |
$87.2K - $90.5K
|
10.8K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-836- 2.22% |
$88.8K - $92.2K
|
36.8K
$3.96M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-837- 6.46% |
$88.9K - $92.3K
|
12.1K
$1.31M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-840- 8.82% |
$89.2K - $92.6K
|
8.69K
$935K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-844- 9.48% |
$89.7K - $93.1K
|
8.06K
$868K
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-848- 12.3% |
$90.1K - $93.5K
|
6.05K
$651K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-850- 21.37% |
$90.3K - $93.7K
|
3.13K
$337K
|
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-850- 0.85% |
$90.3K - $93.7K
|
98.8K
$10.6M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-866- 9.34% |
$92K - $95.5K
|
8.41K
$905K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-868- 11.87% |
$92.2K - $95.7K
|
6.45K
$694K
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-870- 26.59% |
$92.4K - $95.9K
|
2.4K
$259K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-873- 13.62% |
$92.7K - $96.2K
|
5.54K
$596K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-877- 23.14% |
$93.2K - $96.7K
|
2.91K
$314K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-880- 9.13% |
$93.5K - $97K
|
8.76K
$943K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-896- 1.06% |
$95.2K - $98.8K
|
83.4K
$8.98M
|
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-900- 29.41% |
$95.6K - $99.2K
|
2.16K
$233K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-903- 21.04% |
$95.9K - $99.6K
|
3.39K
$365K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-916- 17.78% |
$97.3K - $101K
|
4.24K
$456K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-926- 25.4% |
$98.4K - $102K
|
2.72K
$293K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-950- 29.05% |
$101K - $105K
|
2.32K
$250K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-957- 10.73% |
$102K - $106K
|
7.97K
$858K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-970- 3.08% |
$103K - $107K
|
30.5K
$3.28M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-973- 9.73% |
$103K - $107K
|
9.03K
$972K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-982- 1.6% |
$104K - $108K
|
60.2K
$6.49M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-990- 3.79% |
$105K - $109K
|
25.1K
$2.71M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-996- 6.67% |
$106K - $110K
|
13.9K
$1.5M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1K- 33.33% |
$106K - $110K
|
2K
$215K
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-1K- 5.99% |
$106K - $110K
|
15.7K
$1.69M
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.01K- 1.88% |
$108K - $112K
|
52.9K
$5.7M
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.03K- 18.65% |
$110K - $114K
|
4.5K
$484K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.04K- 29.67% |
$110K - $114K
|
2.45K
$264K
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-1.04K- 3.9% |
$110K - $114K
|
25.5K
$2.75M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.04K- 29.35% |
$110K - $115K
|
2.5K
$270K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.07K- 3.84% |
$114K - $118K
|
26.8K
$2.89M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.08K- 3.29% |
$115K - $119K
|
31.8K
$3.42M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.09K- 32.46% |
$116K - $120K
|
2.27K
$244K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.1K- 5.44% |
$116K - $121K
|
19.1K
$2.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.1K- 2.74% |
$117K - $121K
|
39K
$4.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.11K- 5.37% |
$118K - $122K
|
19.5K
$2.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.13K- 12.69% |
$120K - $125K
|
7.79K
$838K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-1.15K- 14.08% |
$122K - $127K
|
7.03K
$757K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.17K- 28.41% |
$124K - $128K
|
2.94K
$316K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.17K- 2.63% |
$124K - $129K
|
43.3K
$4.66M
|