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 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-130- 2.36% |
$13.8K - $14.3K
|
5.38K
$584K
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-131- 0.9% |
$13.9K - $14.4K
|
14.4K
$1.57M
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
SELL
|
- |
-132- 3.4% |
$14K - $14.6K
|
3.75K
$407K
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-134- 2.0% |
$14.2K - $14.8K
|
6.57K
$713K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-137- 1.76% |
$14.6K - $15.1K
|
7.63K
$828K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-137- 4.33% |
$14.6K - $15.1K
|
3.03K
$329K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-140- 3.5% |
$14.9K - $15.4K
|
3.86K
$419K
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-140- 0.33% |
$14.9K - $15.4K
|
41.7K
$4.53M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-145- 16.74% |
$15.4K - $16K
|
721
$78.3K
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-150- 4.71% |
$15.9K - $16.5K
|
3.04K
$330K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-150- 6.06% |
$15.9K - $16.5K
|
2.33K
$253K
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-150- 6.97% |
$15.9K - $16.5K
|
2K
$217K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-157- 0.44% |
$16.7K - $17.3K
|
35.9K
$3.89M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-158- 25.08% |
$16.8K - $17.4K
|
472
$51.2K
|
|
|
May 04, 2023
Q1 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-159- 0.32% |
$16.9K - $17.5K
|
49.3K
$5.35M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-160- 1.78% |
$17K - $17.6K
|
8.85K
$961K
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-165- 3.15% |
$17.5K - $18.2K
|
5.08K
$551K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-170- 6.05% |
$18.1K - $18.7K
|
2.64K
$287K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-175- 1.85% |
$18.6K - $19.3K
|
9.29K
$1.01M
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-175- 5.25% |
$18.6K - $19.3K
|
3.16K
$343K
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-176- 8.29% |
$18.7K - $19.4K
|
1.95K
$211K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-177- 18.59% |
$18.8K - $19.5K
|
775
$84.1K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-180- 4.74% |
$19.1K - $19.8K
|
3.62K
$393K
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-198- 1.49% |
$21K - $21.8K
|
13.1K
$1.43M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-200- 1.0% |
$21.2K - $22.1K
|
19.8K
$2.15M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-203- 1.16% |
$21.6K - $22.4K
|
17.3K
$1.88M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
SELL
|
- |
-204- 3.29% |
$21.7K - $22.5K
|
5.99K
$651K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-207- 6.68% |
$22K - $22.8K
|
2.89K
$314K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-208- 1.44% |
$22.1K - $22.9K
|
14.2K
$1.55M
|
|
|
May 04, 2023
Q1 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-218- 0.93% |
$23.2K - $24K
|
23.3K
$2.53M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-219- 28.37% |
$23.3K - $24.1K
|
553
$60K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-220- 2.65% |
$23.4K - $24.3K
|
8.07K
$876K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-220- 7.53% |
$23.4K - $24.3K
|
2.7K
$293K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-223- 32.41% |
$23.7K - $24.6K
|
465
$50.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-224- 0.81% |
$23.8K - $24.7K
|
27.3K
$2.97M
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-225- 3.23% |
$23.9K - $24.8K
|
6.75K
$733K
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-226- 4.51% |
$24K - $24.9K
|
4.79K
$520K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-227- 7.42% |
$24.1K - $25K
|
2.83K
$308K
|
|
|
May 01, 2023
Q1 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-230- 1.93% |
$24.4K - $25.4K
|
11.7K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-232- 1.66% |
$24.6K - $25.6K
|
13.8K
$1.5M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-240- 1.47% |
$25.5K - $26.5K
|
16.1K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-240- 5.34% |
$25.5K - $26.5K
|
4.25K
$462K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-250- 8.33% |
$26.6K - $27.6K
|
2.75K
$299K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-251- 0.43% |
$26.7K - $27.7K
|
58.3K
$6.33M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-255- 5.44% |
$27.1K - $28.1K
|
4.43K
$481K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-258- 6.26% |
$27.4K - $28.4K
|
3.87K
$420K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-261- 19.18% |
$27.7K - $28.8K
|
1.1K
$119K
|
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-266- 4.4% |
$28.3K - $29.3K
|
5.78K
$627K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-272- 4.66% |
$28.9K - $30K
|
5.56K
$604K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-273- 19.5% |
$29K - $30.1K
|
1.13K
$122K
|