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 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-10.8K- 85.27% |
$1.15M - $1.19M
|
1.87K
$201K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-10.9K- 20.58% |
$1.16M - $1.2M
|
42.1K
$4.53M
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-11K- 22.42% |
$1.17M - $1.21M
|
38.1K
$4.1M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.2K- 27.65% |
$1.19M - $1.23M
|
29.3K
$3.15M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11.2K- 3.22% |
$1.19M - $1.24M
|
338K
$36.4M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-11.3K- 76.73% |
$1.2M - $1.25M
|
3.43K
$370K
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-11.7K- 38.02% |
$1.24M - $1.29M
|
19.1K
$2.05M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.8K- 47.61% |
$1.25M - $1.3M
|
12.9K
$1.39M
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-11.8K- 78.46% |
$1.25M - $1.3M
|
3.24K
$349K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12K- 34.47% |
$1.28M - $1.33M
|
22.9K
$2.46M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-12.5K- 17.31% |
$1.33M - $1.38M
|
59.6K
$6.42M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.8K- 8.34% |
$1.36M - $1.41M
|
140K
$15.1M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-13.5K- 82.47% |
$1.43M - $1.49M
|
2.87K
$309K
|
|
|
May 12, 2023
Q1 2023
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-13.7K- 11.41% |
$1.46M - $1.51M
|
106K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13.8K- 11.26% |
$1.46M - $1.52M
|
108K
$11.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-14.6K- 56.49% |
$1.55M - $1.6M
|
11.2K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-15.5K- 56.67% |
$1.65M - $1.71M
|
11.9K
$1.28M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-15.6K- 35.37% |
$1.65M - $1.72M
|
28.4K
$3.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-16K- 89.56% |
$1.7M - $1.76M
|
1.87K
$201K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-16.8K- 13.42% |
$1.79M - $1.86M
|
109K
$11.7M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-17.6K- 77.89% |
$1.87M - $1.94M
|
5K
$538K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-17.7K- 20.66% |
$1.89M - $1.96M
|
68.2K
$7.34M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-18.4K- 22.95% |
$1.96M - $2.03M
|
61.8K
$6.66M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-19.2K- 77.18% |
$2.04M - $2.12M
|
5.68K
$611K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-19.3K- 1.98% |
$2.05M - $2.12M
|
953K
$103M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-19.5K- 47.39% |
$2.07M - $2.15M
|
21.6K
$2.33M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-20K- 69.23% |
$2.13M - $2.21M
|
8.9K
$958K
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-20.4K- 25.96% |
$2.17M - $2.25M
|
58.3K
$6.28M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20.8K- 9.11% |
$2.21M - $2.29M
|
207K
$22.3M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-21K- 14.44% |
$2.23M - $2.32M
|
124K
$13.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-21.6K- 49.89% |
$2.29M - $2.38M
|
21.7K
$2.33M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-21.9K- 97.03% |
$2.33M - $2.42M
|
671
$72.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-22.4K- 23.57% |
$2.38M - $2.47M
|
72.6K
$7.82M
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-23.7K- 36.77% |
$2.52M - $2.61M
|
40.7K
$4.38M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-23.7K- 5.31% |
$2.52M - $2.62M
|
424K
$45.6M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-23.9K- 31.86% |
$2.53M - $2.63M
|
51K
$5.49M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-24K- 97.35% |
$2.55M - $2.65M
|
654
$70.4K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-24.1K- 2.28% |
$2.56M - $2.66M
|
1.03M
$111M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-24.3K- 15.41% |
$2.58M - $2.68M
|
133K
$14.4M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-24.9K- 34.6% |
$2.65M - $2.75M
|
47.2K
$5.08M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-25.2K- 10.62% |
$2.68M - $2.78M
|
212K
$22.8M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-25.7K- 12.39% |
$2.73M - $2.84M
|
182K
$19.6M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-26.5K- 20.45% |
$2.82M - $2.93M
|
103K
$11.1M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-27.2K- 1.71% |
$2.89M - $3M
|
1.57M
$169M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-27.7K- 33.99% |
$2.94M - $3.05M
|
53.7K
$5.78M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-27.7K- 90.38% |
$2.95M - $3.06M
|
2.95K
$318K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-28.2K- 63.28% |
$3M - $3.11M
|
16.4K
$1.76M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-28.4K- 33.39% |
$3.02M - $3.14M
|
56.7K
$6.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-30.9K- 81.32% |
$3.29M - $3.41M
|
7.11K
$765K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-31.7KClosed |
$3.37M - $3.49M
|
0
$0
|