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 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.54K- 6.93% |
$165K - $172K
|
20.7K
$2.23M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-1.57K- 2.82% |
$168K - $174K
|
53.9K
$5.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.57K- 4.72% |
$168K - $174K
|
31.6K
$3.4M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.57K- 0.89% |
$169K - $175K
|
175K
$18.8M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.58K- 1.59% |
$169K - $175K
|
97.2K
$10.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.58K- 16.36% |
$170K - $176K
|
8.09K
$871K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.59K- 71.72% |
$170K - $177K
|
627
$67.5K
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
SELL
|
- |
-1.59K- 18.19% |
$171K - $177K
|
7.17K
$771K
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.61K- 5.89% |
$172K - $179K
|
25.7K
$2.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.62K- 18.56% |
$173K - $180K
|
7.1K
$764K
|
|
|
Jul 20, 2023
Q2 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.65K- 21.37% |
$176K - $183K
|
6.05K
$652K
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.65K- 11.76% |
$176K - $183K
|
12.3K
$1.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.65K- 4.66% |
$177K - $183K
|
33.7K
$3.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-1.66K- 1.24% |
$177K - $184K
|
132K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.7K- 4.71% |
$182K - $189K
|
34.4K
$3.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 12.25% |
$183K - $190K
|
12.3K
$1.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.76K- 6.92% |
$188K - $195K
|
23.7K
$2.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.77K- 20.03% |
$190K - $197K
|
7.08K
$762K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.77K- 10.23% |
$190K - $197K
|
15.6K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.8K- 23.32% |
$193K - $200K
|
5.93K
$638K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.81K- 11.76% |
$194K - $201K
|
13.6K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-1.85K- 5.76% |
$198K - $205K
|
30.2K
$3.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.87K- 12.58% |
$200K - $208K
|
13K
$1.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.89K- 14.53% |
$202K - $210K
|
11.1K
$1.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.94K- 5.45% |
$208K - $216K
|
33.7K
$3.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.95K- 41.78% |
$209K - $217K
|
2.72K
$293K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.96K- 35.94% |
$210K - $218K
|
3.5K
$377K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.98K- 9.98% |
$212K - $220K
|
17.8K
$1.92M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-2KClosed |
$214K - $222K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.03K- 21.63% |
$217K - $226K
|
7.36K
$792K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.04K- 10.98% |
$218K - $226K
|
16.5K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.07K- 98.62% |
$222K - $230K
|
29
$3.12K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.09K- 58.39% |
$223K - $232K
|
1.49K
$160K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.09K- 10.93% |
$223K - $232K
|
17K
$1.83M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.1K- 42.4% |
$225K - $233K
|
2.85K
$307K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.1K- 9.72% |
$225K - $234K
|
19.5K
$2.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-2.15K- 10.66% |
$230K - $239K
|
18K
$1.94M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-2.2K- 7.9% |
$235K - $244K
|
25.6K
$2.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.2K- 51.85% |
$236K - $245K
|
2.05K
$220K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.21K- 24.84% |
$237K - $246K
|
6.69K
$720K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.23K- 13.67% |
$239K - $248K
|
14.1K
$1.52M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.24K- 1.56% |
$240K - $249K
|
141K
$15.2M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.28K- 20.43% |
$245K - $254K
|
8.9K
$958K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.3K- 7.75% |
$246K - $256K
|
27.4K
$2.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2.36K- 8.9% |
$252K - $262K
|
24.1K
$2.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.37K- 30.37% |
$253K - $263K
|
5.42K
$584K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.37K- 26.28% |
$254K - $263K
|
6.65K
$716K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.39K- 31.8% |
$255K - $265K
|
5.12K
$551K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.41K- 10.62% |
$258K - $268K
|
20.3K
$2.18M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.42K- 9.75% |
$259K - $269K
|
22.4K
$2.41M
|