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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.17K- 2.63% |
$124K - $129K
|
43.3K
$4.66M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.18K- 35.6% |
$126K - $130K
|
2.14K
$230K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.19K- 54.65% |
$127K - $132K
|
990
$107K
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.2K- 27.62% |
$127K - $132K
|
3.15K
$339K
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.23K- 7.96% |
$130K - $135K
|
14.2K
$1.53M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.23K- 9.75% |
$130K - $135K
|
11.4K
$1.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.23K- 97.93% |
$130K - $135K
|
26
$2.8K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.24K- 37.2% |
$132K - $137K
|
2.1K
$226K
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.26K- 3.88% |
$134K - $139K
|
31.2K
$3.36M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.27K- 16.96% |
$134K - $140K
|
6.2K
$667K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.27K- 6.46% |
$135K - $140K
|
18.4K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.27K- 88.99% |
$135K - $140K
|
157
$16.9K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.33K- 3.41% |
$142K - $147K
|
37.7K
$4.06M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.34K- 12.22% |
$142K - $147K
|
9.59K
$1.03M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.34K- 11.65% |
$142K - $148K
|
10.2K
$1.09M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.38K- 7.03% |
$146K - $152K
|
18.2K
$1.96M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.39K- 29.07% |
$148K - $153K
|
3.39K
$365K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.41K- 3.49% |
$150K - $156K
|
39.1K
$4.21M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.44K- 42.3% |
$153K - $159K
|
1.96K
$211K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.44K- 3.84% |
$153K - $159K
|
36.1K
$3.89M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.45K- 59.52% |
$154K - $160K
|
986
$106K
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.45K- 27.7% |
$154K - $160K
|
3.78K
$407K
|
|
|
May 01, 2023
Q1 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-1.46K- 3.91% |
$155K - $161K
|
35.9K
$3.86M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-1.46K- 7.36% |
$155K - $161K
|
18.4K
$1.98M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.47K- 12.74% |
$156K - $162K
|
10.1K
$1.08M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.49K- 5.76% |
$158K - $164K
|
24.3K
$2.62M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.52K- 36.52% |
$161K - $167K
|
2.64K
$284K
|
|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-1.53K- 20.76% |
$162K - $168K
|
5.82K
$627K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.53K- 6.31% |
$162K - $168K
|
22.7K
$2.44M
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-1.54K- 15.5% |
$164K - $170K
|
8.4K
$904K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.54K- 7.69% |
$164K - $170K
|
18.5K
$2M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.55K- 5.76% |
$164K - $170K
|
25.3K
$2.72M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.56K- 5.53% |
$166K - $172K
|
26.7K
$2.88M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.57K- 12.96% |
$167K - $174K
|
10.6K
$1.14M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-1.6K- 58.9% |
$170K - $176K
|
1.12K
$120K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-1.62K- 14.66% |
$172K - $179K
|
9.45K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-1.63K- 3.5% |
$173K - $179K
|
44.9K
$4.83M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.64K- 43.98% |
$174K - $181K
|
2.09K
$225K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.66K- 4.94% |
$176K - $183K
|
32K
$3.44M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.66K- 6.15% |
$177K - $183K
|
25.4K
$2.74M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-1.7K- 6.11% |
$180K - $187K
|
26K
$2.8M
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.7K- 1.92% |
$181K - $187K
|
86.6K
$9.33M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.7K- 35.71% |
$181K - $188K
|
3.06K
$330K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.7K- 15.59% |
$181K - $188K
|
9.22K
$993K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.83K- 16.29% |
$194K - $201K
|
9.39K
$1.01M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.85K- 19.59% |
$197K - $204K
|
7.59K
$818K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.86K- 7.7% |
$197K - $205K
|
22.3K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.9K- 19.73% |
$202K - $210K
|
7.74K
$833K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.91K- 16.95% |
$202K - $210K
|
9.34K
$1.01M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.92K- 2.93% |
$204K - $212K
|
63.6K
$6.85M
|