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 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
49New |
$5.21K - $5.4K
|
49
$5.32K
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
BUY
|
- |
40+ 0.35% |
$4.25K - $4.41K
|
11.4K
$1.24M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
38+ 8.39% |
$4.04K - $4.19K
|
491
$53.3K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
35New |
$3.72K - $3.86K
|
35
$3.8K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
31+ 0.14% |
$3.29K - $3.42K
|
21.9K
$2.38M
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
31+ 1.49% |
$3.29K - $3.42K
|
2.11K
$229K
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
30+ 1.2% |
$3.19K - $3.31K
|
2.53K
$274K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
28New |
$2.97K - $3.09K
|
28
$3.04K
|
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
18New |
$1.91K - $1.98K
|
18
$1.95K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
16+ 0.61% |
$1.7K - $1.76K
|
2.66K
$288K
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
12+ 0.32% |
$1.27K - $1.32K
|
3.73K
$405K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
12New |
$1.27K - $1.32K
|
12
$1.3K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
9+ 0.88% |
$956 - $992
|
1.03K
$112K
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
6+ 0.01% |
$637 - $662
|
75.7K
$8.22M
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
3+ 0.13% |
$319 - $331
|
2.27K
$246K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3+ 30.0% |
$319 - $331
|
13
$1.41K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
2+ 0.09% |
$212 - $221
|
2.2K
$238K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.62% |
$212 - $221
|
325
$35.3K
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
BUY
|
- |
1+ 0.43% |
$106 - $110
|
236
$25.6K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
SELL
|
- |
-1- 4.0% |
$106 - $110
|
24
$2.61K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.22% |
$106 - $110
|
453
$49.2K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1- 0.02% |
$106 - $110
|
4.64K
$504K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.03% |
$106 - $110
|
3.79K
$412K
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-1- 0.04% |
$106 - $110
|
2.25K
$244K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-4- 13.79% |
$425 - $441
|
25
$2.71K
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-6- 0.06% |
$637 - $662
|
10K
$1.09M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-6- 0.17% |
$637 - $662
|
3.54K
$384K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-9- 0.37% |
$956 - $992
|
2.43K
$264K
|
|
|
May 09, 2023
Q1 2023
|
Ghe, LLC
|
SELL
|
- |
-10- 0.26% |
$1.06K - $1.1K
|
3.78K
$410K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11- 12.09% |
$1.17K - $1.21K
|
80
$8.69K
|
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-15- 0.16% |
$1.59K - $1.65K
|
9.51K
$1.03M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-16- 1.7% |
$1.7K - $1.76K
|
923
$100K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-17- 0.19% |
$1.81K - $1.87K
|
9K
$977K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-18- 0.38% |
$1.91K - $1.98K
|
4.75K
$516K
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-19- 0.8% |
$2.02K - $2.09K
|
2.35K
$255K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-22- 18.49% |
$2.34K - $2.43K
|
97
$10.5K
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-22- 0.83% |
$2.34K - $2.43K
|
2.63K
$286K
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-23- 0.85% |
$2.44K - $2.54K
|
2.68K
$291K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-24- 63.16% |
$2.55K - $2.65K
|
14
$1.52K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-25- 1.23% |
$2.66K - $2.76K
|
2.01K
$218K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-25- 0.62% |
$2.66K - $2.76K
|
4K
$435K
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-28- 1.17% |
$2.97K - $3.09K
|
2.37K
$257K
|
|
|
Apr 06, 2023
Q1 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-30- 0.92% |
$3.19K - $3.31K
|
3.22K
$349K
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-30- 0.68% |
$3.19K - $3.31K
|
4.35K
$472K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-31- 1.78% |
$3.29K - $3.42K
|
1.71K
$186K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-31- 1.76% |
$3.29K - $3.42K
|
1.73K
$187K
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
SELL
|
- |
-31- 0.39% |
$3.29K - $3.42K
|
7.93K
$861K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-32- 0.61% |
$3.4K - $3.53K
|
5.23K
$568K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-34- 0.48% |
$3.61K - $3.75K
|
7.06K
$766K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-38- 4.04% |
$4.04K - $4.19K
|
902
$97.9K
|