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 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-950- 8.82% |
$102K - $106K
|
9.82K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-971- 3.67% |
$104K - $108K
|
25.5K
$2.75M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-983- 13.99% |
$105K - $109K
|
6.04K
$651K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-983- 6.42% |
$105K - $109K
|
14.3K
$1.54M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-989- 17.78% |
$106K - $110K
|
4.57K
$492K
|
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-1K- 25.94% |
$107K - $111K
|
2.86K
$307K
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.01K- 26.31% |
$108K - $112K
|
2.82K
$304K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.01K- 8.01% |
$108K - $112K
|
11.6K
$1.25M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.03K- 31.27% |
$111K - $115K
|
2.27K
$244K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.05K- 5.37% |
$112K - $117K
|
18.5K
$1.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.05K- 4.92% |
$113K - $117K
|
20.3K
$2.19M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-1.05K- 16.35% |
$113K - $117K
|
5.39K
$580K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.07K- 8.57% |
$115K - $119K
|
11.4K
$1.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.07K- 8.69% |
$115K - $119K
|
11.3K
$1.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-1.08K- 35.76% |
$116K - $120K
|
1.94K
$209K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-1.1K- 27.3% |
$117K - $122K
|
2.92K
$314K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.1K- 24.85% |
$118K - $122K
|
3.33K
$359K
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.12K- 30.7% |
$120K - $124K
|
2.53K
$272K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.12K- 9.87% |
$120K - $125K
|
10.2K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
SELL
|
- |
-1.12K- 1.4% |
$120K - $125K
|
79K
$8.5M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.13K- 8.31% |
$121K - $126K
|
12.5K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.15K- 28.64% |
$124K - $128K
|
2.88K
$310K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.16K- 29.97% |
$124K - $129K
|
2.7K
$291K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.17K- 16.44% |
$125K - $130K
|
5.94K
$640K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.18K- 7.95% |
$126K - $131K
|
13.6K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.18K- 2.01% |
$126K - $131K
|
57.5K
$6.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.21K- 11.54% |
$130K - $135K
|
9.28K
$999K
|
|
|
Jul 31, 2023
Q2 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.22K- 8.98% |
$130K - $135K
|
12.3K
$1.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-1.23K- 16.72% |
$131K - $136K
|
6.1K
$657K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.24K- 16.26% |
$132K - $137K
|
6.36K
$685K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.25K- 2.28% |
$134K - $139K
|
53.5K
$5.76M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.28K- 29.23% |
$137K - $142K
|
3.09K
$333K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.29K- 29.38% |
$138K - $143K
|
3.1K
$334K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.29K- 1.22% |
$138K - $143K
|
105K
$11.3M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1.31K- 3.13% |
$140K - $145K
|
40.4K
$4.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.33K- 1.65% |
$142K - $147K
|
79.3K
$8.53M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.34K- 14.33% |
$143K - $149K
|
8K
$862K
|
|
|
Jul 20, 2023
Q2 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.4K- 4.29% |
$149K - $155K
|
31.1K
$3.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.4K- 13.21% |
$150K - $155K
|
9.18K
$988K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.41K- 8.08% |
$151K - $156K
|
16K
$1.72M
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
SELL
|
- |
-1.42K- 39.04% |
$152K - $157K
|
2.21K
$238K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.42K- 5.34% |
$152K - $157K
|
25.1K
$2.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.44K- 32.73% |
$154K - $160K
|
2.95K
$318K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.46K- 84.65% |
$156K - $162K
|
265
$28.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.47K- 13.34% |
$157K - $163K
|
9.53K
$1.03M
|
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.47K- 43.29% |
$157K - $163K
|
1.92K
$207K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.47K- 25.96% |
$158K - $164K
|
4.2K
$453K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
SELL
|
- |
-1.5K- 1.65% |
$161K - $167K
|
89.5K
$9.64M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.53K- 77.89% |
$164K - $170K
|
435
$46.8K
|
|
|
Nov 16, 2023
Q2 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-1.53K- 3.62% |
$164K - $170K
|
40.9K
$4.4M
|