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 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-2.45K- 56.83% |
$262K - $272K
|
1.86K
$200K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.46K- 11.12% |
$263K - $273K
|
19.7K
$2.12M
|
|
|
Jul 28, 2023
Q2 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-2.46K- 6.86% |
$263K - $273K
|
33.4K
$3.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-2.47K- 9.72% |
$265K - $275K
|
23K
$2.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.55K- 4.64% |
$273K - $283K
|
52.4K
$5.64M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.58K- 2.97% |
$277K - $287K
|
84.4K
$9.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.62K- 1.35% |
$281K - $292K
|
191K
$20.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.66K- 18.47% |
$285K - $296K
|
11.7K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.7K- 16.71% |
$289K - $300K
|
13.5K
$1.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.72K- 47.98% |
$292K - $303K
|
2.95K
$318K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.74K- 97.72% |
$293K - $304K
|
64
$6.89K
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-2.75K- 31.61% |
$295K - $306K
|
5.95K
$641K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.85K- 4.18% |
$306K - $317K
|
65.4K
$7.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-2.93K- 4.79% |
$314K - $326K
|
58.2K
$6.27M
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.98K- 42.4% |
$319K - $331K
|
4.05K
$436K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-2.99K- 30.46% |
$320K - $332K
|
6.82K
$735K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-3.1K- 8.61% |
$332K - $345K
|
32.9K
$3.54M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.11K- 12.55% |
$334K - $346K
|
21.7K
$2.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.13K- 5.06% |
$335K - $348K
|
58.7K
$6.32M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-3.22K- 4.43% |
$345K - $358K
|
69.4K
$7.47M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.26K- 10.78% |
$349K - $362K
|
27K
$2.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-3.27K- 27.7% |
$350K - $363K
|
8.53K
$918K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.28K- 25.84% |
$352K - $365K
|
9.42K
$1.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.35K- 1.84% |
$358K - $372K
|
179K
$19.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-3.4K- 6.49% |
$364K - $378K
|
49K
$5.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.41K- 9.04% |
$365K - $379K
|
34.3K
$3.69M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.42K- 46.28% |
$367K - $380K
|
3.97K
$428K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.43K- 1.67% |
$367K - $381K
|
202K
$21.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.44K- 13.08% |
$368K - $382K
|
22.9K
$2.46M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.49K- 43.27% |
$373K - $388K
|
4.57K
$492K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.5K- 18.87% |
$375K - $389K
|
15K
$1.62M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-3.5K- 19.03% |
$375K - $389K
|
14.9K
$1.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-3.53K- 60.81% |
$378K - $392K
|
2.28K
$245K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.58K- 4.73% |
$383K - $398K
|
72.1K
$7.77M
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-3.6K- 20.22% |
$386K - $400K
|
14.2K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.63K- 95.78% |
$389K - $404K
|
160
$17.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.71K- 14.67% |
$397K - $412K
|
21.6K
$2.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.72K- 7.29% |
$398K - $413K
|
47.3K
$5.09M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.86K- 3.44% |
$413K - $429K
|
108K
$11.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.87K- 17.84% |
$414K - $430K
|
17.8K
$1.92M
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
SELL
|
- |
-4.02K- 9.42% |
$430K - $446K
|
38.6K
$4.16M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.04K- 9.31% |
$432K - $448K
|
39.3K
$4.23M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-4.04K- 9.31% |
$432K - $448K
|
39.3K
$4.23M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.08K- 9.7% |
$437K - $453K
|
38K
$4.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-4.09K- 14.62% |
$438K - $454K
|
23.9K
$2.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.13K- 43.23% |
$442K - $459K
|
5.42K
$583K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-4.2K- 64.72% |
$450K - $467K
|
2.29K
$247K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.23K- 5.07% |
$453K - $470K
|
79.2K
$8.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.24K- 6.98% |
$454K - $471K
|
56.5K
$6.08M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-4.25K- 77.33% |
$455K - $472K
|
1.25K
$134K
|