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 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
425+ 3.04% |
$45.2K - $46.9K
|
14.4K
$1.56M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
390+ 1.19% |
$41.4K - $43K
|
33.1K
$3.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
385New |
$40.9K - $42.4K
|
385
$41.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
375+ 75.0% |
$39.8K - $41.3K
|
875
$95K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
337+ 121.22% |
$35.8K - $37.2K
|
615
$66.8K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
299+ 2.11% |
$31.8K - $33K
|
14.5K
$1.57M
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
287+ 7.36% |
$30.5K - $31.6K
|
4.19K
$454K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
263+ 10.0% |
$27.9K - $29K
|
2.89K
$314K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
248New |
$26.3K - $27.3K
|
248
$26.9K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
235+ 33.33% |
$25K - $25.9K
|
940
$102K
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
230+ 2.7% |
$24.4K - $25.4K
|
8.76K
$951K
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
228+ 3.97% |
$24.2K - $25.1K
|
5.97K
$648K
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
227+ 1.65% |
$24.1K - $25K
|
14K
$1.52M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
214+ 7.51% |
$22.7K - $23.6K
|
3.06K
$332K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
200New |
$21.2K - $22.1K
|
200
$21.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
198+ 0.73% |
$21K - $21.8K
|
27.1K
$2.95M
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
197+ 4.1% |
$20.9K - $21.7K
|
5K
$543K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
178+ 0.56% |
$18.9K - $19.6K
|
32K
$3.48M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
150New |
$15.9K - $16.5K
|
150
$16.3K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
150+ 5.34% |
$15.9K - $16.5K
|
2.96K
$321K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
140+ 1.57% |
$14.9K - $15.4K
|
9.07K
$985K
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
136+ 0.36% |
$14.4K - $15K
|
37.9K
$4.12M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
136+ 0.79% |
$14.4K - $15K
|
17.4K
$1.89M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
135+ 1.06% |
$14.3K - $14.9K
|
12.9K
$1.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
129+ 2.06% |
$13.7K - $14.2K
|
6.4K
$695K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
128+ 5.68% |
$13.6K - $14.1K
|
2.38K
$259K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
121+ 13.15% |
$12.9K - $13.3K
|
1.04K
$113K
|
|
|
May 03, 2023
Q1 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
110+ 1.51% |
$11.7K - $12.1K
|
7.39K
$802K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
110+ 103.77% |
$11.7K - $12.1K
|
216
$23.5K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
109New |
$11.6K - $12K
|
109
$11.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
103+ 0.82% |
$10.9K - $11.4K
|
12.6K
$1.37M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
100+ 0.78% |
$10.6K - $11K
|
12.9K
$1.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
95+ 0.19% |
$10.1K - $10.5K
|
51K
$5.53M
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
BUY
|
- |
92+ 0.42% |
$9.77K - $10.1K
|
22.2K
$2.41M
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
90+ 105.88% |
$9.56K - $9.92K
|
175
$19K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
84New |
$8.92K - $9.26K
|
84
$9.12K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
80+ 76.92% |
$8.5K - $8.82K
|
184
$20K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
80+ 1.28% |
$8.5K - $8.82K
|
6.32K
$686K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
78+ 150.0% |
$8.29K - $8.6K
|
130
$14.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
76+ 0.79% |
$8.07K - $8.38K
|
9.7K
$1.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
76+ 5.56% |
$8.07K - $8.38K
|
1.44K
$157K
|
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
76+ 1.38% |
$8.07K - $8.38K
|
5.57K
$604K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
74+ 0.5% |
$7.86K - $8.16K
|
14.7K
$1.6M
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
BUY
|
- |
70+ 3.06% |
$7.44K - $7.72K
|
2.36K
$256K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
69+ 17.92% |
$7.33K - $7.61K
|
454
$49.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
68+ 1.93% |
$7.22K - $7.5K
|
3.6K
$391K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
67+ 0.79% |
$7.12K - $7.39K
|
8.56K
$929K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
60New |
$6.37K - $6.62K
|
60
$6.51K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
55+ 0.55% |
$5.84K - $6.06K
|
9.99K
$1.08M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
53+ 1.32% |
$5.63K - $5.84K
|
4.06K
$441K
|