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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
127New |
$13.6K - $14.1K
|
127
$13.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
125+ 5.37% |
$13.4K - $13.9K
|
2.45K
$266K
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
122+ 0.58% |
$13.1K - $13.6K
|
21K
$2.28M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
116+ 89.23% |
$12.4K - $12.9K
|
246
$26.7K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
114New |
$12.2K - $12.7K
|
114
$12.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
111+ 4.41% |
$11.9K - $12.3K
|
2.63K
$285K
|
|
|
Aug 01, 2023
Q2 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
110+ 1.49% |
$11.8K - $12.2K
|
7.5K
$814K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
100+ 4.26% |
$10.7K - $11.1K
|
2.45K
$266K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
95+ 0.92% |
$10.2K - $10.6K
|
10.4K
$1.13M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
94+ 1.97% |
$10.1K - $10.4K
|
4.86K
$527K
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
92+ 0.64% |
$9.85K - $10.2K
|
14.6K
$1.58M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
92+ 1.84% |
$9.85K - $10.2K
|
5.1K
$554K
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
86+ 0.92% |
$9.21K - $9.56K
|
9.44K
$1.03M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
79+ 0.54% |
$8.46K - $8.78K
|
14.8K
$1.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
77+ 0.68% |
$8.25K - $8.56K
|
11.4K
$1.24M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
71+ 0.79% |
$7.6K - $7.89K
|
9.03K
$980K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
70+ 1.38% |
$7.5K - $7.78K
|
5.14K
$558K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
68+ 523.08% |
$7.28K - $7.56K
|
81
$8.79K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
65+ 44.52% |
$6.96K - $7.22K
|
211
$22.9K
|
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
64+ 2.02% |
$6.85K - $7.11K
|
3.23K
$351K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
62+ 0.03% |
$6.64K - $6.89K
|
180K
$19.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
61+ 1.57% |
$6.53K - $6.78K
|
3.95K
$428K
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
BUY
|
- |
61+ 1.28% |
$6.53K - $6.78K
|
4.82K
$523K
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
BUY
|
- |
60+ 0.71% |
$6.43K - $6.67K
|
8.46K
$918K
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
58+ 1.52% |
$6.21K - $6.45K
|
3.88K
$421K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
58+ 1.76% |
$6.21K - $6.45K
|
3.36K
$364K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
57+ 0.81% |
$6.1K - $6.34K
|
7.12K
$773K
|
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
53New |
$5.68K - $5.89K
|
53
$5.75K
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
53+ 0.31% |
$5.68K - $5.89K
|
16.9K
$1.84M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
52+ 1.93% |
$5.57K - $5.78K
|
2.75K
$299K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
51New |
$5.46K - $5.67K
|
51
$5.54K
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
50+ 0.21% |
$5.36K - $5.56K
|
23.3K
$2.53M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
48+ 1.72% |
$5.14K - $5.34K
|
2.84K
$308K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
47+ 0.59% |
$5.03K - $5.22K
|
7.97K
$865K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
41+ 0.51% |
$4.39K - $4.56K
|
8.01K
$869K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
41New |
$4.39K - $4.56K
|
41
$4.45K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
40+ 0.07% |
$4.28K - $4.45K
|
57.5K
$6.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
38+ 0.8% |
$4.07K - $4.22K
|
4.79K
$520K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
37New |
$3.96K - $4.11K
|
37
$4.02K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
36New |
$3.86K - $4K
|
36
$3.91K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
34New |
$3.64K - $3.78K
|
34
$3.69K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
34New |
$3.64K - $3.78K
|
34
$3.69K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
33+ 0.57% |
$3.53K - $3.67K
|
5.82K
$632K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
28+ 1.43% |
$3K - $3.11K
|
1.99K
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
28+ 2.83% |
$3K - $3.11K
|
1.02K
$111K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
25New |
$2.68K - $2.78K
|
25
$2.71K
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
25+ 0.29% |
$2.68K - $2.78K
|
8.69K
$943K
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
23+ 0.41% |
$2.46K - $2.56K
|
5.59K
$607K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
20+ 0.96% |
$2.14K - $2.22K
|
2.1K
$228K
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
20+ 0.32% |
$2.14K - $2.22K
|
6.34K
$688K
|