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 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.94K- 20.56% |
$206K - $214K
|
7.5K
$807K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.96K- 34.98% |
$209K - $216K
|
3.65K
$393K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.96K- 26.97% |
$209K - $217K
|
5.32K
$573K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.99K- 32.62% |
$212K - $220K
|
4.11K
$443K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2K- 73.75% |
$212K - $220K
|
710
$76.4K
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.04K- 8.44% |
$217K - $225K
|
22.1K
$2.38M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.05K- 42.21% |
$217K - $226K
|
2.8K
$302K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.05K- 42.21% |
$217K - $226K
|
2.8K
$302K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-2.13K- 14.71% |
$227K - $235K
|
12.4K
$1.33M
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-2.19K- 12.49% |
$232K - $241K
|
15.3K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.23K- 29.16% |
$237K - $246K
|
5.43K
$584K
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.24K- 47.85% |
$238K - $247K
|
2.45K
$263K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-2.26K- 11.05% |
$240K - $249K
|
18.2K
$1.96M
|
|
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2.29K- 24.03% |
$244K - $253K
|
7.25K
$781K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.3K- 19.97% |
$244K - $254K
|
9.22K
$993K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.31K- 4.31% |
$245K - $254K
|
51.2K
$5.51M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.35K- 26.36% |
$250K - $259K
|
6.56K
$707K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.35K- 51.19% |
$250K - $259K
|
2.24K
$242K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-2.36K- 33.06% |
$251K - $260K
|
4.78K
$515K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.39K- 22.15% |
$253K - $263K
|
8.38K
$902K
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-2.4K- 33.48% |
$255K - $265K
|
4.77K
$513K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.41K- 6.76% |
$256K - $265K
|
33.2K
$3.57M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.42K- 35.08% |
$257K - $267K
|
4.48K
$482K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.43K- 13.42% |
$258K - $268K
|
15.7K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.44K- 61.05% |
$259K - $269K
|
1.55K
$167K
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-2.46K- 20.06% |
$262K - $271K
|
9.81K
$1.06M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.58K- 3.22% |
$274K - $285K
|
77.6K
$8.36M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.62K- 17.36% |
$279K - $289K
|
12.5K
$1.34M
|
|
|
Apr 14, 2023
Q1 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-2.65K- 18.4% |
$281K - $292K
|
11.7K
$1.26M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.66K- 8.85% |
$282K - $293K
|
27.4K
$2.95M
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-2.68K- 46.93% |
$285K - $296K
|
3.03K
$327K
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-2.69K- 23.61% |
$286K - $297K
|
8.7K
$937K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-2.75K- 9.76% |
$293K - $304K
|
25.5K
$2.74M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.77K- 2.41% |
$294K - $305K
|
112K
$12.1M
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2.77K- 9.48% |
$294K - $306K
|
26.5K
$2.85M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-2.79K- 29.19% |
$297K - $308K
|
6.77K
$729K
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.88K- 38.15% |
$306K - $318K
|
4.68K
$503K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.89K- 60.16% |
$307K - $319K
|
1.91K
$206K
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.91K- 9.06% |
$309K - $320K
|
29.2K
$3.14M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.93K- 37.22% |
$312K - $323K
|
4.95K
$533K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-2.93K- 50.51% |
$312K - $323K
|
2.88K
$310K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.95K- 39.12% |
$314K - $325K
|
4.59K
$495K
|
|
|
May 08, 2023
Q1 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-2.98K- 7.34% |
$316K - $328K
|
37.6K
$4.04M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.98K- 34.32% |
$316K - $328K
|
5.7K
$614K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.05K- 10.14% |
$324K - $336K
|
27K
$2.91M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-3.08K- 1.76% |
$327K - $340K
|
172K
$18.5M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.11K- 2.92% |
$330K - $343K
|
103K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-3.15K- 8.68% |
$335K - $347K
|
33.1K
$3.57M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.16K- 48.0% |
$335K - $348K
|
3.42K
$368K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.18K- 15.8% |
$338K - $350K
|
16.9K
$1.82M
|