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 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
7.96K+ 17.99% |
$845K - $877K
|
52.2K
$5.67M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.5K+ 15.82% |
$797K - $827K
|
54.9K
$5.96M
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
7.37K+ 18.61% |
$782K - $812K
|
46.9K
$5.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
7.32K+ 3.44% |
$778K - $807K
|
220K
$23.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
7.09K+ 11.99% |
$754K - $782K
|
66.3K
$7.19M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.92K+ 13.69% |
$735K - $763K
|
57.5K
$6.24M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6.87K+ 19.78% |
$730K - $758K
|
41.6K
$4.52M
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.87K+ 6.91% |
$730K - $757K
|
106K
$11.5M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
6.71K+ 9.15% |
$713K - $740K
|
80.1K
$8.69M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.71K+ 3.95% |
$712K - $739K
|
176K
$19.2M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.4K+ 8.29% |
$680K - $705K
|
83.5K
$9.07M
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
6.37K+ 38.27% |
$676K - $702K
|
23K
$2.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
6.23K+ 16.26% |
$661K - $686K
|
44.5K
$4.83M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
6.09KNew |
$647K - $672K
|
6.09K
$661K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
6.02KNew |
$639K - $663K
|
6.02K
$653K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.78KNew |
$614K - $638K
|
5.78K
$628K
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
5.69K+ 82.77% |
$604K - $627K
|
12.6K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.66K+ 13.5% |
$601K - $624K
|
47.6K
$5.16M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.62K+ 10.62% |
$597K - $619K
|
58.5K
$6.35M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
5.48K+ 12.72% |
$582K - $604K
|
48.5K
$5.27M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.47KNew |
$581K - $603K
|
5.47K
$593K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.15KNew |
$547K - $568K
|
5.15K
$559K
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.06KNew |
$538K - $558K
|
5.06K
$550K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
5.01KNew |
$532K - $552K
|
5.01K
$544K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
5.01K+ 43.4% |
$532K - $552K
|
16.5K
$1.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
5K+ 9.12% |
$532K - $552K
|
59.9K
$6.5M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
4.85K+ 2.57% |
$515K - $534K
|
194K
$21M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.8K+ 54.48% |
$510K - $529K
|
13.6K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.77KNew |
$506K - $525K
|
4.77K
$517K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.75K+ 89.66% |
$505K - $524K
|
10K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.65K+ 33.3% |
$493K - $512K
|
18.6K
$2.02M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
4.62K+ 2.19% |
$491K - $509K
|
216K
$23.4M
|
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
4.46KNew |
$474K - $492K
|
4.46K
$485K
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4.18KNew |
$444K - $461K
|
4.18K
$454K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
4.18K+ 16.26% |
$444K - $461K
|
29.9K
$3.24M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.14K+ 11.39% |
$440K - $457K
|
40.5K
$4.4M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.1K+ 3.64% |
$435K - $452K
|
117K
$12.7M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4.05KNew |
$430K - $447K
|
4.05K
$440K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.96K+ 917.13% |
$421K - $437K
|
4.39K
$477K
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.86K+ 103.96% |
$410K - $426K
|
7.58K
$822K
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.85KNew |
$409K - $424K
|
3.85K
$418K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.85K+ 14.89% |
$408K - $424K
|
29.7K
$3.22M
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
3.66K+ 9.6% |
$389K - $404K
|
41.8K
$4.54M
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3.57K+ 6.64% |
$379K - $394K
|
57.4K
$6.23M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
3.42K+ 54.75% |
$363K - $377K
|
9.67K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.4K+ 25.66% |
$361K - $375K
|
16.6K
$1.81M
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
3.37K+ 3.65% |
$358K - $372K
|
95.7K
$10.4M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.37KNew |
$358K - $372K
|
3.37K
$366K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
3.36K+ 36.25% |
$357K - $370K
|
12.6K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.31KNew |
$352K - $365K
|
3.31K
$359K
|