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 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.13K- 43.23% |
$442K - $459K
|
5.42K
$597K
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-4.2K- 64.72% |
$450K - $467K
|
2.29K
$252K
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.23K- 5.07% |
$453K - $470K
|
79.2K
$8.72M
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.24K- 6.98% |
$454K - $471K
|
56.5K
$6.22M
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-4.25K- 77.33% |
$455K - $472K
|
1.25K
$137K
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.38K- 26.29% |
$469K - $486K
|
12.3K
$1.35M
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.41K- 29.73% |
$472K - $490K
|
10.4K
$1.15M
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.41K- 9.77% |
$473K - $491K
|
40.8K
$4.49M
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-4.5K- 5.19% |
$481K - $500K
|
82.1K
$9.04M
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-4.51K- 9.57% |
$483K - $502K
|
42.6K
$4.69M
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-4.54K- 16.41% |
$486K - $505K
|
23.1K
$2.54M
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-4.61K- 41.12% |
$494K - $513K
|
6.6K
$727K
|
|
Aug 10, 2023
Q2 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-4.83K- 2.69% |
$517K - $537K
|
174K
$19.2M
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.85K- 10.25% |
$519K - $539K
|
42.4K
$4.67M
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-4.93K- 25.59% |
$527K - $547K
|
14.3K
$1.58M
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.07K- 13.78% |
$543K - $563K
|
31.7K
$3.49M
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.09K- 9.48% |
$545K - $565K
|
48.6K
$5.35M
|
|
Aug 02, 2023
Q2 2023
|
Matson Money. Inc.
|
SELL
|
- |
-5.13K- 0.4% |
$549K - $570K
|
1.27M
$140M
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-5.15K- 51.82% |
$551K - $572K
|
4.79K
$527K
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-5.16K- 36.62% |
$553K - $574K
|
8.93K
$983K
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.19K- 17.74% |
$556K - $577K
|
24.1K
$2.65M
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-5.2K- 46.35% |
$556K - $578K
|
6.02K
$662K
|
|
Aug 08, 2023
Q2 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-5.32K- 51.54% |
$570K - $592K
|
5K
$551K
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.4K- 22.58% |
$579K - $601K
|
18.5K
$2.04M
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-5.56K- 65.61% |
$595K - $617K
|
2.91K
$321K
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-5.75K- 45.5% |
$615K - $639K
|
6.88K
$758K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.77K- 4.95% |
$618K - $641K
|
111K
$12.2M
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.79K- 12.36% |
$620K - $643K
|
41K
$4.52M
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.83K- 15.38% |
$624K - $648K
|
32.1K
$3.53M
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-6.01K- 13.93% |
$643K - $667K
|
37.1K
$4.09M
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-6.01K- 22.14% |
$644K - $668K
|
21.1K
$2.33M
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-6.05K- 31.7% |
$648K - $672K
|
13K
$1.43M
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-6.23K- 17.84% |
$667K - $692K
|
28.7K
$3.16M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.42K- 49.59% |
$688K - $714K
|
6.53K
$719K
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-7.11K- 57.96% |
$761K - $790K
|
5.16K
$568K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.34K- 7.52% |
$786K - $816K
|
90.3K
$9.94M
|
|
Jul 31, 2023
Q2 2023
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-7.66K- 53.2% |
$821K - $852K
|
6.74K
$742K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-7.68K- 29.47% |
$822K - $853K
|
18.4K
$2.02M
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-7.76K- 23.41% |
$831K - $862K
|
25.4K
$2.79M
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-8.04K- 48.65% |
$862K - $894K
|
8.49K
$935K
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-8.14K- 51.78% |
$872K - $905K
|
7.58K
$834K
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-8.17K- 33.4% |
$875K - $908K
|
16.3K
$1.79M
|
|
Jul 19, 2023
Q2 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-8.56K- 80.24% |
$917K - $951K
|
2.11K
$232K
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
SELL
|
- |
-8.57K- 6.29% |
$918K - $953K
|
128K
$14.1M
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-8.69K- 18.5% |
$930K - $965K
|
38.3K
$4.21M
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-8.76K- 2.89% |
$938K - $973K
|
294K
$32.4M
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-8.81K- 63.27% |
$944K - $980K
|
5.12K
$563K
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-8.95K- 62.88% |
$959K - $995K
|
5.29K
$582K
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-9.35K- 31.51% |
$1M - $1.04M
|
20.3K
$2.24M
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-9.61K- 20.19% |
$1.03M - $1.07M
|
38K
$4.18M
|