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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-551- 17.25% |
$59K - $61.2K
|
2.64K
$286K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-553- 0.87% |
$59.2K - $61.5K
|
63.3K
$6.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-561- 6.46% |
$60.1K - $62.4K
|
8.12K
$880K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-566- 0.31% |
$60.6K - $62.9K
|
183K
$19.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-573- 20.18% |
$61.4K - $63.7K
|
2.27K
$245K
|
|
|
Sep 05, 2023
Q2 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-574- 9.36% |
$61.5K - $63.8K
|
5.56K
$602K
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-595- 2.69% |
$63.7K - $66.1K
|
21.6K
$2.34M
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-618- 18.65% |
$66.2K - $68.7K
|
2.7K
$292K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-620- 35.94% |
$66.4K - $68.9K
|
1.11K
$120K
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
SELL
|
- |
-621- 12.42% |
$66.5K - $69K
|
4.38K
$474K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-623- 6.13% |
$66.7K - $69.2K
|
9.54K
$1.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-635- 2.32% |
$68K - $70.6K
|
26.7K
$2.89M
|
|
|
Jul 28, 2023
Q2 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-636- 4.16% |
$68.1K - $70.7K
|
14.7K
$1.59M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-644- 4.54% |
$69K - $71.6K
|
13.5K
$1.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-647- 3.52% |
$69.3K - $71.9K
|
17.7K
$1.92M
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-648- 0.8% |
$69.4K - $72K
|
80.3K
$8.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-655- 1.36% |
$70.2K - $72.8K
|
47.6K
$5.16M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-655- 4.46% |
$70.2K - $72.8K
|
14K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-658- 94.68% |
$70.5K - $73.1K
|
37
$4.01K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-660- 2.47% |
$70.7K - $73.4K
|
26.1K
$2.82M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-661- 3.04% |
$70.8K - $73.5K
|
21.1K
$2.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-664- 7.77% |
$71.1K - $73.8K
|
7.88K
$854K
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-665- 15.43% |
$71.2K - $73.9K
|
3.65K
$395K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-670- 5.19% |
$71.8K - $74.5K
|
12.2K
$1.33M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-679- 11.23% |
$72.7K - $75.5K
|
5.37K
$581K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-695- 11.41% |
$74.4K - $77.2K
|
5.4K
$585K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-700- 24.06% |
$75K - $77.8K
|
2.21K
$239K
|
|
|
Jul 19, 2023
Q2 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-700- 12.11% |
$75K - $77.8K
|
5.08K
$550K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-700- 77.78% |
$75K - $77.8K
|
200
$21.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-705- 83.33% |
$75.5K - $78.4K
|
141
$15.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-721- 4.41% |
$77.2K - $80.1K
|
15.6K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-723- 0.88% |
$77.4K - $80.4K
|
81K
$8.78M
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-723- 17.2% |
$77.4K - $80.4K
|
3.48K
$377K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-752- 7.1% |
$80.5K - $83.6K
|
9.85K
$1.07M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-766- 17.13% |
$82K - $85.1K
|
3.71K
$401K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-767- 13.94% |
$82.1K - $85.3K
|
4.74K
$513K
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-780- 29.78% |
$83.5K - $86.7K
|
1.84K
$199K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-782- 13.0% |
$83.8K - $86.9K
|
5.24K
$567K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-798- 1.45% |
$85.5K - $88.7K
|
54.1K
$5.86M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-804- 55.72% |
$86.1K - $89.4K
|
639
$69.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-812- 7.12% |
$87K - $90.3K
|
10.6K
$1.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-814- 1.54% |
$87.2K - $90.5K
|
52.1K
$5.64M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-815- 14.43% |
$87.3K - $90.6K
|
4.83K
$524K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-831- 10.67% |
$89K - $92.4K
|
6.96K
$754K
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-876- 6.67% |
$93.8K - $97.4K
|
12.3K
$1.33M
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-888- 0.55% |
$95.1K - $98.7K
|
160K
$17.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-903- 18.36% |
$96.7K - $100K
|
4.02K
$435K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-904- 9.51% |
$96.8K - $100K
|
8.6K
$932K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-904- 78.34% |
$96.8K - $100K
|
250
$27.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-905- 1.21% |
$96.9K - $101K
|
73.6K
$7.97M
|