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 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-10- 0.97% |
$1.07K - $1.11K
|
1.02K
$111K
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-10- 0.18% |
$1.07K - $1.11K
|
5.41K
$587K
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-12- 0.62% |
$1.29K - $1.33K
|
1.94K
$211K
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-14- 0.29% |
$1.5K - $1.56K
|
4.89K
$530K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-15- 2.16% |
$1.61K - $1.67K
|
678
$73.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-16- 0.16% |
$1.71K - $1.78K
|
9.84K
$1.07M
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-16- 51.61% |
$1.71K - $1.78K
|
15
$1.63K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-16- 69.57% |
$1.71K - $1.78K
|
7
$760
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-17- 0.1% |
$1.82K - $1.89K
|
16.4K
$1.78M
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-17- 0.66% |
$1.82K - $1.89K
|
2.54K
$276K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-19- 0.5% |
$2.03K - $2.11K
|
3.81K
$414K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-19- 2.04% |
$2.03K - $2.11K
|
913
$99.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-20- 0.76% |
$2.14K - $2.22K
|
2.61K
$284K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-20- 9.26% |
$2.14K - $2.22K
|
196
$21.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-21- 0.64% |
$2.25K - $2.33K
|
3.24K
$352K
|
|
|
Jul 20, 2023
Q2 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-24- 0.21% |
$2.57K - $2.67K
|
11.7K
$1.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-24- 0.99% |
$2.57K - $2.67K
|
2.41K
$262K
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-25- 0.52% |
$2.68K - $2.78K
|
4.74K
$515K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-26- 1.15% |
$2.78K - $2.89K
|
2.24K
$243K
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-27- 0.05% |
$2.89K - $3K
|
59.8K
$6.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-27- 0.31% |
$2.89K - $3K
|
8.73K
$948K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-28- 0.99% |
$3K - $3.11K
|
2.81K
$305K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-30- 1.34% |
$3.21K - $3.33K
|
2.22K
$240K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-31- 2.06% |
$3.32K - $3.45K
|
1.47K
$160K
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-35- 1.21% |
$3.75K - $3.89K
|
2.86K
$310K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-36- 2.22% |
$3.86K - $4K
|
1.59K
$172K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-36- 4.99% |
$3.86K - $4K
|
685
$74.4K
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-38- 0.4% |
$4.07K - $4.22K
|
9.45K
$1.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-39- 1.74% |
$4.18K - $4.33K
|
2.21K
$239K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-40- 0.97% |
$4.28K - $4.45K
|
4.1K
$445K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-41- 9.26% |
$4.39K - $4.56K
|
402
$43.6K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-42- 2.13% |
$4.5K - $4.67K
|
1.93K
$209K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-45- 0.26% |
$4.82K - $5K
|
17.3K
$1.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-47- 29.38% |
$5.03K - $5.22K
|
113
$12.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-48- 14.77% |
$5.14K - $5.34K
|
277
$30.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-50- 1.79% |
$5.36K - $5.56K
|
2.75K
$299K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-50- 2.12% |
$5.36K - $5.56K
|
2.31K
$251K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-50- 6.02% |
$5.36K - $5.56K
|
781
$84.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-50- 10.75% |
$5.36K - $5.56K
|
415
$45.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-52- 1.8% |
$5.57K - $5.78K
|
2.84K
$308K
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-52- 1.45% |
$5.57K - $5.78K
|
3.55K
$385K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-55- 4.29% |
$5.89K - $6.11K
|
1.23K
$133K
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-58- 2.75% |
$6.21K - $6.45K
|
2.05K
$223K
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
SELL
|
- |
-60- 0.53% |
$6.43K - $6.67K
|
11.4K
$1.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-62- 2.69% |
$6.64K - $6.89K
|
2.25K
$244K
|
|
|
Jul 31, 2023
Q2 2023
|
Ghe, LLC
|
SELL
|
- |
-63- 1.67% |
$6.75K - $7K
|
3.72K
$403K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-67- 0.78% |
$7.18K - $7.45K
|
8.49K
$922K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-67- 0.23% |
$7.18K - $7.45K
|
29.1K
$3.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-70- 1.17% |
$7.5K - $7.78K
|
5.9K
$641K
|
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-75- 0.79% |
$8.03K - $8.34K
|
9.43K
$1.02M
|