Purchases and Sales Made in Q2 2023 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-347- 0.6% |
$37.2K - $38.6K
|
57.1K
$6.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-350- 3.14% |
$37.5K - $38.9K
|
10.8K
$1.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-360- 9.06% |
$38.6K - $40K
|
3.61K
$389K
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-360- 2.61% |
$38.6K - $40K
|
13.4K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-365- 37.06% |
$39.1K - $40.6K
|
620
$66.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-366- 5.72% |
$39.2K - $40.7K
|
6.04K
$650K
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-368- 7.36% |
$39.4K - $40.9K
|
4.63K
$499K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-375- 31.04% |
$40.2K - $41.7K
|
833
$89.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-387- 4.8% |
$41.4K - $43K
|
7.68K
$827K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-390- 44.98% |
$41.8K - $43.3K
|
477
$51.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-400- 17.39% |
$42.8K - $44.5K
|
1.9K
$205K
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-410- 6.07% |
$43.9K - $45.6K
|
6.34K
$683K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-413- 4.0% |
$44.2K - $45.9K
|
9.9K
$1.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-417- 8.78% |
$44.7K - $46.3K
|
4.33K
$467K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-417- 4.24% |
$44.7K - $46.3K
|
9.41K
$1.01M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-418- 67.97% |
$44.8K - $46.5K
|
197
$21.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-424- 2.33% |
$45.4K - $47.1K
|
17.8K
$1.91M
|
|
|
Jul 28, 2023
Q2 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-425- 0.83% |
$45.5K - $47.2K
|
50.5K
$5.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-429- 14.17% |
$45.9K - $47.7K
|
2.6K
$280K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-436- 2.23% |
$46.7K - $48.5K
|
19.2K
$2.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-437- 2.11% |
$46.8K - $48.6K
|
20.3K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-450- 10.01% |
$48.2K - $50K
|
4.05K
$436K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-453- 1.86% |
$48.5K - $50.4K
|
23.8K
$2.57M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-460- 11.9% |
$49.3K - $51.1K
|
3.41K
$367K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-462- 8.51% |
$49.5K - $51.4K
|
4.97K
$535K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-464- 6.1% |
$49.7K - $51.6K
|
7.15K
$769K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-469- 1.44% |
$50.2K - $52.1K
|
32K
$3.44M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-475- 5.67% |
$50.9K - $52.8K
|
7.91K
$851K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-476- 19.96% |
$51K - $52.9K
|
1.91K
$206K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-477- 11.51% |
$51.1K - $53K
|
3.67K
$395K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-479- 8.95% |
$51.3K - $53.2K
|
4.87K
$525K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-484- 8.85% |
$51.8K - $53.8K
|
4.99K
$537K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-495- 9.46% |
$53K - $55K
|
4.74K
$510K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-497- 3.38% |
$53.2K - $55.2K
|
14.2K
$1.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-498- 1.59% |
$53.3K - $55.4K
|
30.7K
$3.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
SELL
|
- |
-498- 7.58% |
$53.3K - $55.4K
|
6.07K
$654K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-509- 17.34% |
$54.5K - $56.6K
|
2.43K
$261K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-511- 5.54% |
$54.7K - $56.8K
|
8.71K
$938K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-513- 18.87% |
$54.9K - $57K
|
2.21K
$237K
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-514- 16.12% |
$55K - $57.1K
|
2.67K
$288K
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-515- 5.66% |
$55.2K - $57.2K
|
8.58K
$923K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-519- 2.45% |
$55.6K - $57.7K
|
20.7K
$2.23M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-521- 11.23% |
$55.8K - $57.9K
|
4.12K
$443K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-524- 73.8% |
$56.1K - $58.2K
|
186
$20K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-525- 9.59% |
$56.2K - $58.4K
|
4.95K
$533K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-535- 7.1% |
$57.3K - $59.5K
|
7K
$754K
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-535- 14.86% |
$57.3K - $59.5K
|
3.07K
$330K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-544- 22.18% |
$58.3K - $60.5K
|
1.91K
$206K
|
|
|
Jul 27, 2023
Q2 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-551- 17.25% |
$59K - $61.2K
|
2.64K
$285K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-553- 0.87% |
$59.2K - $61.5K
|
63.3K
$6.81M
|