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 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-6.02K- 18.39% |
$640K - $664K
|
26.7K
$2.88M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.04K- 6.66% |
$642K - $666K
|
84.6K
$9.11M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-6.13K- 52.31% |
$651K - $676K
|
5.59K
$601K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-6.17K- 42.49% |
$655K - $680K
|
8.35K
$899K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-6.19K- 73.68% |
$658K - $683K
|
2.21K
$238K
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-6.26K- 28.48% |
$665K - $690K
|
15.7K
$1.69M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-6.27K- 69.05% |
$666K - $692K
|
2.81K
$303K
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-6.3K- 66.38% |
$669K - $694K
|
3.19K
$343K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.33K- 59.03% |
$672K - $697K
|
4.39K
$473K
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-6.35K- 30.32% |
$674K - $700K
|
14.6K
$1.57M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-6.49K- 90.41% |
$690K - $716K
|
689
$74.2K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.52K- 48.14% |
$693K - $719K
|
7.03K
$757K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-6.62K- 28.58% |
$703K - $730K
|
16.5K
$1.78M
|
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-6.85K- 6.34% |
$728K - $756K
|
101K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.86K- 41.12% |
$729K - $757K
|
9.83K
$1.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-6.91K- 11.2% |
$734K - $761K
|
54.8K
$5.9M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.91K- 8.56% |
$734K - $762K
|
73.8K
$7.94M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-6.92K- 10.54% |
$735K - $762K
|
58.7K
$6.32M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.06K- 21.17% |
$750K - $778K
|
26.3K
$2.83M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.14K- 7.59% |
$759K - $787K
|
87K
$9.36M
|
|
|
May 12, 2023
Q1 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-7.16K- 68.77% |
$760K - $789K
|
3.25K
$350K
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-7.2K- 21.36% |
$764K - $793K
|
26.5K
$2.85M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-7.26K- 58.9% |
$771K - $800K
|
5.07K
$545K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-7.29K- 41.0% |
$774K - $804K
|
10.5K
$1.13M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-7.35K- 51.13% |
$781K - $810K
|
7.03K
$756K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.59K- 26.06% |
$806K - $837K
|
21.5K
$2.32M
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-7.94K- 44.43% |
$844K - $876K
|
9.93K
$1.07M
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
SELL
|
- |
-8.09K- 5.94% |
$860K - $892K
|
128K
$13.8M
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-8.16K- 22.78% |
$867K - $899K
|
27.7K
$2.98M
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-8.23K- 4.87% |
$874K - $907K
|
161K
$17.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-8.24K- 88.22% |
$875K - $908K
|
1.1K
$118K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-8.25K- 17.06% |
$876K - $910K
|
40.1K
$4.32M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.26K- 21.47% |
$878K - $911K
|
30.2K
$3.25M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-8.51K- 16.49% |
$904K - $938K
|
43.1K
$4.64M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-8.92K- 6.6% |
$947K - $983K
|
126K
$13.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-9K- 81.59% |
$956K - $992K
|
2.03K
$219K
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-9.04K- 35.89% |
$961K - $997K
|
16.2K
$1.74M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-9.36K- 11.41% |
$994K - $1.03M
|
72.6K
$7.82M
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-9.41K- 3.01% |
$1M - $1.04M
|
303K
$32.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.44K- 64.73% |
$1M - $1.04M
|
5.14K
$553K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.67K- 90.74% |
$1.03M - $1.07M
|
986
$106K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-9.84K- 64.24% |
$1.05M - $1.08M
|
5.48K
$590K
|
|
|
May 18, 2023
Q1 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-9.88K- 5.23% |
$1.05M - $1.09M
|
179K
$19.3M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-10.2K- 71.51% |
$1.09M - $1.13M
|
4.08K
$439K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-10.2K- 29.51% |
$1.09M - $1.13M
|
24.5K
$2.63M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.3K- 15.98% |
$1.09M - $1.14M
|
54.1K
$5.83M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.5K- 71.7% |
$1.11M - $1.16M
|
4.14K
$445K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-10.5K- 16.06% |
$1.12M - $1.16M
|
54.9K
$5.92M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-10.6K- 80.56% |
$1.13M - $1.17M
|
2.56K
$276K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.7K- 14.04% |
$1.14M - $1.18M
|
65.6K
$7.06M
|