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 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-76- 4.71% |
$8.14K - $8.45K
|
1.54K
$167K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
SELL
|
- |
-77- 0.85% |
$8.25K - $8.56K
|
8.99K
$976K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-78- 2.89% |
$8.35K - $8.67K
|
2.62K
$285K
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
SELL
|
- |
-80- 3.07% |
$8.57K - $8.89K
|
2.53K
$274K
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-80- 0.41% |
$8.57K - $8.89K
|
19.5K
$2.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-82- 0.47% |
$8.78K - $9.11K
|
17.2K
$1.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-84- 3.19% |
$9K - $9.34K
|
2.55K
$277K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-84- 3.55% |
$9K - $9.34K
|
2.29K
$248K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-85- 0.17% |
$9.1K - $9.45K
|
51.1K
$5.55M
|
|
|
Aug 02, 2023
Q2 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-87- 2.08% |
$9.32K - $9.67K
|
4.1K
$445K
|
|
|
Jul 13, 2023
Q2 2023
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-87- 1.78% |
$9.32K - $9.67K
|
4.81K
$522K
|
|
|
Aug 04, 2023
Q2 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-90- 2.29% |
$9.64K - $10K
|
3.85K
$418K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-94- 0.75% |
$10.1K - $10.4K
|
12.4K
$1.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-96- 4.11% |
$10.3K - $10.7K
|
2.24K
$243K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-100- 1.91% |
$10.7K - $11.1K
|
5.13K
$557K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100- 14.29% |
$10.7K - $11.1K
|
600
$65.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-101- 1.81% |
$10.8K - $11.2K
|
5.49K
$596K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-101- 2.67% |
$10.8K - $11.2K
|
3.68K
$400K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-104- 3.71% |
$11.1K - $11.6K
|
2.7K
$293K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-104- 1.04% |
$11.1K - $11.6K
|
9.94K
$1.08M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-104- 3.71% |
$11.1K - $11.6K
|
2.7K
$293K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-108- 1.03% |
$11.6K - $12K
|
10.3K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-108- 2.65% |
$11.6K - $12K
|
3.97K
$431K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-112- 4.18% |
$12K - $12.4K
|
2.57K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-115- 8.06% |
$12.3K - $12.8K
|
1.31K
$142K
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-119- 2.98% |
$12.7K - $13.2K
|
3.87K
$420K
|
|
|
Jul 14, 2023
Q2 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-120- 0.83% |
$12.9K - $13.3K
|
14.3K
$1.56M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-123- 10.91% |
$13.2K - $13.7K
|
1K
$109K
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-125- 3.0% |
$13.4K - $13.9K
|
4.04K
$438K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-125- 4.74% |
$13.4K - $13.9K
|
2.51K
$273K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-126- 2.75% |
$13.5K - $14K
|
4.46K
$484K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-127- 3.73% |
$13.6K - $14.1K
|
3.28K
$356K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-127- 2.76% |
$13.6K - $14.1K
|
4.47K
$485K
|
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-130- 1.55% |
$13.9K - $14.4K
|
8.28K
$899K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-130- 34.21% |
$13.9K - $14.4K
|
250
$27.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-138- 22.26% |
$14.8K - $15.3K
|
482
$52.3K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-141- 3.76% |
$15.1K - $15.7K
|
3.61K
$391K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-141- 7.03% |
$15.1K - $15.7K
|
1.87K
$202K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-143- 4.45% |
$15.3K - $15.9K
|
3.07K
$334K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-147- 0.58% |
$15.7K - $16.3K
|
25K
$2.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-147- 0.47% |
$15.7K - $16.3K
|
31.1K
$3.37M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-148- 4.39% |
$15.9K - $16.5K
|
3.22K
$350K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-149- 13.36% |
$16K - $16.6K
|
966
$105K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-150- 2.29% |
$16.1K - $16.7K
|
6.41K
$696K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-150- 33.04% |
$16.1K - $16.7K
|
304
$33K
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-150- 3.97% |
$16.1K - $16.7K
|
3.63K
$394K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-151- 1.95% |
$16.2K - $16.8K
|
7.59K
$824K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-155- 2.57% |
$16.6K - $17.2K
|
5.88K
$638K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-158- 2.83% |
$16.9K - $17.6K
|
5.43K
$589K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-162- 4.82% |
$17.4K - $18K
|
3.2K
$347K
|