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 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.52K+ 1.82% |
$163K - $169K
|
85.1K
$9.18M
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.49K+ 0.96% |
$160K - $166K
|
157K
$16.9M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.45K+ 3.0% |
$155K - $161K
|
49.8K
$5.37M
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.42K+ 7.54% |
$152K - $157K
|
20.2K
$2.18M
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.37K+ 2.34% |
$146K - $152K
|
59.7K
$6.44M
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.33K+ 3.62% |
$142K - $147K
|
37.9K
$4.09M
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.29KNew |
$139K - $144K
|
1.29K
$140K
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.28K+ 9.35% |
$137K - $142K
|
15K
$1.62M
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.21K+ 2.07% |
$129K - $134K
|
59.5K
$6.42M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.21KNew |
$129K - $134K
|
1.21K
$130K
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.2K+ 17.08% |
$129K - $133K
|
8.23K
$888K
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.2K+ 17.08% |
$129K - $133K
|
8.23K
$888K
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.19K+ 23.47% |
$127K - $132K
|
6.26K
$676K
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.17K+ 0.36% |
$125K - $130K
|
325K
$35.1M
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.17KNew |
$125K - $130K
|
1.17K
$126K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.16K+ 2.16% |
$124K - $129K
|
54.8K
$5.92M
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.12K+ 34.51% |
$120K - $124K
|
4.36K
$470K
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.11K+ 1.76% |
$119K - $123K
|
64.1K
$6.92M
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
1.1K+ 12.42% |
$118K - $122K
|
9.98K
$1.08M
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 2.61% |
$117K - $121K
|
42.9K
$4.63M
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.07K+ 5.66% |
$115K - $119K
|
20K
$2.16M
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.06K+ 6.43% |
$113K - $117K
|
17.5K
$1.88M
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.04K+ 5.6% |
$111K - $115K
|
19.5K
$2.11M
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1.02K+ 207.74% |
$109K - $113K
|
1.51K
$163K
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.01K+ 12.04% |
$108K - $112K
|
9.42K
$1.02M
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1KNew |
$107K - $111K
|
1K
$108K
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
980+ 34.02% |
$105K - $109K
|
3.86K
$417K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
972+ 98.58% |
$104K - $108K
|
1.96K
$211K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
972+ 98.58% |
$104K - $108K
|
1.96K
$211K
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
954+ 25.62% |
$102K - $106K
|
4.68K
$505K
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
931+ 4.4% |
$99.7K - $103K
|
22.1K
$2.39M
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
930+ 50.0% |
$99.6K - $103K
|
2.79K
$301K
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
924+ 1.61% |
$99K - $103K
|
58.3K
$6.29M
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
917+ 12.11% |
$98.2K - $102K
|
8.49K
$917K
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
911+ 1.52% |
$97.6K - $101K
|
60.8K
$6.56M
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
BUY
|
- |
911+ 46.96% |
$97.6K - $101K
|
2.85K
$308K
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
905+ 9.81% |
$96.9K - $101K
|
10.1K
$1.09M
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
896+ 31.78% |
$96K - $99.6K
|
3.72K
$401K
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
856+ 7.56% |
$91.7K - $95.1K
|
12.2K
$1.31M
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
844+ 25.85% |
$90.4K - $93.8K
|
4.11K
$444K
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
782+ 17.44% |
$83.8K - $86.9K
|
5.27K
$569K
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
BUY
|
- |
752+ 4.61% |
$80.5K - $83.6K
|
17.1K
$1.84M
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
742+ 1.27% |
$79.5K - $82.5K
|
59.2K
$6.39M
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
720+ 39.05% |
$77.1K - $80K
|
2.56K
$277K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
702+ 9.2% |
$75.2K - $78K
|
8.33K
$899K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
683+ 112.71% |
$73.1K - $75.9K
|
1.29K
$139K
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
656+ 59.64% |
$70.3K - $72.9K
|
1.76K
$190K
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
655+ 2.95% |
$70.2K - $72.8K
|
22.9K
$2.47M
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
655+ 7.51% |
$70.2K - $72.8K
|
9.37K
$1.01M
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
588+ 3.65% |
$63K - $65.4K
|
16.7K
$1.8M
|