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 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
20+ 0.74% |
$2.14K - $2.22K
|
2.72K
$295K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
20+ 0.25% |
$2.14K - $2.22K
|
8.02K
$871K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20+ 0.93% |
$2.14K - $2.22K
|
2.16K
$235K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
20+ 0.5% |
$2.14K - $2.22K
|
4.02K
$437K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
19+ 0.91% |
$2.03K - $2.11K
|
2.11K
$230K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
19+ 5.35% |
$2.03K - $2.11K
|
374
$40.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
16+ 0.17% |
$1.71K - $1.78K
|
9.3K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
14+ 0.36% |
$1.5K - $1.56K
|
3.86K
$419K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
13+ 0.21% |
$1.39K - $1.44K
|
6.16K
$669K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
12+ 0.29% |
$1.29K - $1.33K
|
4.13K
$448K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
11+ 0.48% |
$1.18K - $1.22K
|
2.32K
$252K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
11New |
$1.18K - $1.22K
|
11
$1.19K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
10+ 0.41% |
$1.07K - $1.11K
|
2.47K
$268K
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
BUY
|
- |
10+ 0.1% |
$1.07K - $1.11K
|
10K
$1.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
10+ 0.27% |
$1.07K - $1.11K
|
3.67K
$399K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9+ 1.0% |
$964 - $1K
|
908
$98.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.21% |
$964 - $1K
|
4.25K
$461K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8+ 0.51% |
$857 - $889
|
1.56K
$170K
|
|
|
Aug 07, 2023
Q2 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
7+ 0.3% |
$750 - $778
|
2.33K
$253K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 0.22% |
$750 - $778
|
3.17K
$344K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
7+ 0.22% |
$750 - $778
|
3.14K
$341K
|
|
|
Aug 08, 2023
Q2 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4+ 0.1% |
$428 - $445
|
3.93K
$426K
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
4+ 0.93% |
$428 - $445
|
436
$47.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4+ 0.18% |
$428 - $445
|
2.24K
$243K
|
|
|
Aug 08, 2023
Q2 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
3+ 0.07% |
$321 - $333
|
4.38K
$475K
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3+ 0.13% |
$321 - $333
|
2.37K
$258K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.03% |
$321 - $333
|
8.98K
$975K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
2+ 0.03% |
$214 - $222
|
7.52K
$817K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.34% |
$214 - $222
|
592
$64.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
2+ 0.09% |
$214 - $222
|
2.35K
$255K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2+ 0.36% |
$214 - $222
|
555
$60.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
2+ 0.3% |
$214 - $222
|
673
$73.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.68% |
$107 - $111
|
149
$16.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$107 - $111
|
1.92K
$208K
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$107 - $111
|
3.03K
$329K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.35% |
$107 - $111
|
290
$31.5K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$107 - $111
|
2.64K
$286K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 1.92% |
$107 - $111
|
53
$5.75K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1+ 0.92% |
$107 - $111
|
110
$11.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-1- 0.01% |
$107 - $111
|
11.7K
$1.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-3- 0.08% |
$321 - $333
|
3.56K
$386K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3- 0.12% |
$321 - $333
|
2.5K
$272K
|
|
|
Jul 12, 2023
Q2 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-4- 0.09% |
$428 - $445
|
4.46K
$484K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-5- 5.15% |
$536 - $556
|
92
$9.99K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-6- 0.02% |
$643 - $667
|
28.3K
$3.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6- 0.18% |
$643 - $667
|
3.38K
$367K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-8- 0.23% |
$857 - $889
|
3.53K
$383K
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-9- 0.07% |
$964 - $1K
|
12.6K
$1.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 52.63% |
$1.07K - $1.11K
|
9
$977
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
SELL
|
- |
-10- 4.24% |
$1.07K - $1.11K
|
226
$24.5K
|