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 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
515+ 4.25% |
$55.2K - $57.2K
|
12.6K
$1.37M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
512+ 0.22% |
$54.8K - $56.9K
|
232K
$25.2M
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
500+ 1.23% |
$53.6K - $55.6K
|
41K
$4.45M
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
495+ 1.13% |
$53K - $55K
|
44.2K
$4.8M
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
487+ 5.25% |
$52.2K - $54.1K
|
9.76K
$1.06M
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
480+ 3.51% |
$51.4K - $53.4K
|
14.2K
$1.54M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
455+ 0.81% |
$48.7K - $50.6K
|
56.8K
$6.17M
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
448+ 3.23% |
$48K - $49.8K
|
14.3K
$1.55M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
440+ 49.77% |
$47.1K - $48.9K
|
1.32K
$144K
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
437+ 3.03% |
$46.8K - $48.6K
|
14.8K
$1.61M
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
BUY
|
- |
435+ 14.33% |
$46.6K - $48.4K
|
3.47K
$377K
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
434+ 355.74% |
$46.5K - $48.2K
|
556
$60.4K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
411+ 1.06% |
$44K - $45.7K
|
39K
$4.24M
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
400+ 36.36% |
$42.8K - $44.5K
|
1.5K
$163K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
372+ 13.48% |
$39.8K - $41.3K
|
3.13K
$340K
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
372+ 0.95% |
$39.8K - $41.3K
|
39.4K
$4.27M
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
369+ 2.07% |
$39.5K - $41K
|
18.2K
$1.98M
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
365+ 4.99% |
$39.1K - $40.6K
|
7.68K
$834K
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
360+ 1.67% |
$38.6K - $40K
|
21.9K
$2.38M
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
354+ 78.15% |
$37.9K - $39.3K
|
807
$87.6K
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
353+ 5.47% |
$37.8K - $39.2K
|
6.8K
$739K
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
336+ 0.63% |
$36K - $37.3K
|
53.3K
$5.78M
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
328+ 1.12% |
$35.1K - $36.5K
|
29.6K
$3.22M
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
322+ 15.85% |
$34.5K - $35.8K
|
2.35K
$255K
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
322+ 10.18% |
$34.5K - $35.8K
|
3.48K
$378K
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
318+ 11.63% |
$34.1K - $35.3K
|
3.05K
$331K
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
305+ 1089.29% |
$32.7K - $33.9K
|
333
$36.2K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
300+ 5.64% |
$32.1K - $33.3K
|
5.62K
$610K
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
295+ 2.95% |
$31.6K - $32.8K
|
10.3K
$1.12M
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
286+ 0.94% |
$30.6K - $31.8K
|
30.8K
$3.34M
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
267+ 4.46% |
$28.6K - $29.7K
|
6.26K
$680K
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
248+ 0.86% |
$26.6K - $27.6K
|
29.2K
$3.17M
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
247+ 1.04% |
$26.5K - $27.5K
|
24.1K
$2.62M
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
245+ 0.38% |
$26.2K - $27.2K
|
65.2K
$7.08M
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
228+ 91.57% |
$24.4K - $25.3K
|
477
$51.8K
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
218+ 1.33% |
$23.3K - $24.2K
|
16.6K
$1.81M
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
210+ 1750.0% |
$22.5K - $23.3K
|
222
$24.1K
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
197+ 8.97% |
$21.1K - $21.9K
|
2.39K
$260K
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
191New |
$20.5K - $21.2K
|
191
$20.7K
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
188+ 1.81% |
$20.1K - $20.9K
|
10.6K
$1.15M
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
183+ 6.89% |
$19.6K - $20.3K
|
2.84K
$308K
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
177+ 5.83% |
$19K - $19.7K
|
3.21K
$349K
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
175+ 4.32% |
$18.7K - $19.5K
|
4.23K
$459K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
170+ 3.8% |
$18.2K - $18.9K
|
4.65K
$505K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
165New |
$17.7K - $18.3K
|
165
$17.9K
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
BUY
|
- |
165+ 18.86% |
$17.7K - $18.3K
|
1.04K
$113K
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
160+ 2.81% |
$17.1K - $17.8K
|
5.86K
$636K
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
BUY
|
- |
141+ 2.31% |
$15.1K - $15.7K
|
6.24K
$677K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
134+ 75.71% |
$14.4K - $14.9K
|
311
$33.8K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
128+ 1.32% |
$13.7K - $14.2K
|
9.81K
$1.07M
|