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 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.2K- 41.68% |
$339K - $352K
|
4.47K
$481K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-3.2K- 2.18% |
$340K - $353K
|
143K
$15.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-3.22K- 23.01% |
$342K - $355K
|
10.8K
$1.16M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-3.26K- 37.33% |
$346K - $359K
|
5.47K
$589K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-3.27K- 36.03% |
$347K - $361K
|
5.81K
$625K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.3K- 23.97% |
$350K - $363K
|
10.5K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.31K- 49.1% |
$351K - $365K
|
3.43K
$369K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.39K- 64.26% |
$360K - $374K
|
1.88K
$203K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.46K- 4.24% |
$367K - $381K
|
78.1K
$8.4M
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-3.46K- 5.35% |
$367K - $381K
|
61.2K
$6.58M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.5K- 15.89% |
$372K - $386K
|
18.5K
$2M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-3.53K- 27.05% |
$375K - $389K
|
9.51K
$1.02M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.54K- 9.11% |
$376K - $390K
|
35.3K
$3.8M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-3.59K- 11.44% |
$382K - $396K
|
27.8K
$2.99M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.66K- 85.8% |
$389K - $404K
|
606
$65.2K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.71K- 1.77% |
$394K - $409K
|
206K
$22.1M
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-3.76K- 18.58% |
$399K - $414K
|
16.5K
$1.77M
|
|
|
May 01, 2023
Q1 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-3.76K- 9.68% |
$399K - $414K
|
35.1K
$3.77M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.12K- 7.8% |
$437K - $454K
|
48.7K
$5.24M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.16K- 9.5% |
$442K - $459K
|
39.7K
$4.27M
|
|
|
Apr 26, 2023
Q1 2023
|
Passaic Partners LLC
|
SELL
|
- |
-4.23K- 2.52% |
$449K - $466K
|
164K
$17.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.3K- 45.4% |
$457K - $474K
|
5.17K
$556K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-4.32K- 18.34% |
$459K - $476K
|
19.2K
$2.07M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.34K- 12.5% |
$461K - $479K
|
30.4K
$3.27M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.41K- 32.84% |
$468K - $486K
|
9.02K
$971K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-4.43K- 49.17% |
$471K - $489K
|
4.58K
$493K
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
SELL
|
- |
-4.44K- 55.01% |
$471K - $489K
|
3.63K
$390K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-4.51K- 43.33% |
$479K - $497K
|
5.9K
$635K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.62K- 9.27% |
$490K - $509K
|
45.2K
$4.87M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.68K- 26.93% |
$497K - $516K
|
12.7K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.71K- 72.14% |
$500K - $519K
|
1.82K
$196K
|
|
|
Apr 26, 2023
Q1 2023
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-4.72K- 65.7% |
$501K - $520K
|
2.46K
$265K
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-4.88K- 13.06% |
$519K - $538K
|
32.5K
$3.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-4.9K- 8.47% |
$520K - $540K
|
52.9K
$5.69M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-5.09K- 16.1% |
$541K - $561K
|
26.5K
$2.85M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5.11K- 65.68% |
$542K - $563K
|
2.67K
$287K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.24K- 14.36% |
$556K - $577K
|
31.2K
$3.36M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.24K- 16.79% |
$556K - $577K
|
26K
$2.79M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-5.32K- 54.85% |
$565K - $587K
|
4.38K
$472K
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-5.35K- 20.45% |
$569K - $590K
|
20.8K
$2.24M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.62K- 27.5% |
$597K - $620K
|
14.8K
$1.59M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.67K- 10.79% |
$602K - $625K
|
46.8K
$5.04M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5.69K- 24.67% |
$604K - $627K
|
17.4K
$1.87M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-5.69K- 44.76% |
$605K - $628K
|
7.03K
$757K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-5.7K- 56.34% |
$605K - $628K
|
4.42K
$475K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.72K- 2.51% |
$608K - $631K
|
222K
$23.9M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.78K- 43.18% |
$614K - $637K
|
7.61K
$819K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.95K- 15.49% |
$632K - $656K
|
32.5K
$3.5M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-5.96K- 44.2% |
$633K - $657K
|
7.52K
$809K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-6K- 14.49% |
$637K - $661K
|
35.4K
$3.81M
|