Purchases and Sales Made in Q3 2021 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
442+ 12.49% |
$56.3K - $57.7K
|
3.98K
$428K
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
BUY
|
- |
424+ 16.26% |
$54K - $55.4K
|
3.03K
$326K
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
419+ 12.0% |
$53.3K - $54.7K
|
3.91K
$421K
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
418+ 13.22% |
$53.2K - $54.6K
|
3.58K
$385K
|
|
Oct 22, 2021
Q3 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
416+ 6.12% |
$53K - $54.3K
|
7.21K
$775K
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
400+ 6.19% |
$50.9K - $52.2K
|
6.86K
$738K
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
384+ 4.52% |
$48.9K - $50.2K
|
8.88K
$954K
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
382+ 1.14% |
$48.6K - $49.9K
|
33.8K
$3.63M
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
380+ 4.31% |
$48.4K - $49.6K
|
9.21K
$990K
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
374+ 0.73% |
$47.6K - $48.8K
|
51.8K
$5.57M
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
BUY
|
- |
355+ 4.28% |
$45.2K - $46.4K
|
8.65K
$930K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
352+ 3.27% |
$44.8K - $46K
|
11.1K
$1.19M
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
343+ 4.15% |
$43.7K - $44.8K
|
8.6K
$925K
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
336+ 5.59% |
$42.8K - $43.9K
|
6.34K
$682K
|
|
Oct 13, 2021
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
335+ 9.69% |
$42.6K - $43.8K
|
3.79K
$408K
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
326+ 11.81% |
$41.5K - $42.6K
|
3.09K
$332K
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
309+ 5.71% |
$39.3K - $40.4K
|
5.72K
$615K
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
304+ 6.69% |
$38.7K - $39.7K
|
4.85K
$522K
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
295+ 2.66% |
$37.6K - $38.5K
|
11.4K
$1.23M
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
294+ 8.17% |
$37.4K - $38.4K
|
3.89K
$418K
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
289New |
$36.8K - $37.7K
|
289
$31.1K
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
287+ 10.73% |
$36.5K - $37.5K
|
2.96K
$318K
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
285+ 4.79% |
$36.3K - $37.2K
|
6.23K
$670K
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
283+ 1.58% |
$36K - $37K
|
18.2K
$1.95M
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
277+ 5.06% |
$35.3K - $36.2K
|
5.75K
$618K
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
272+ 74.11% |
$34.6K - $35.5K
|
639
$68.7K
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
270+ 2.71% |
$34.4K - $35.3K
|
10.2K
$1.1M
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
256+ 1.8% |
$32.6K - $33.4K
|
14.5K
$1.56M
|
|
Nov 17, 2021
Q3 2021
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
255+ 0.65% |
$32.5K - $33.3K
|
39.6K
$4.25M
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
251+ 5020.0% |
$32K - $32.8K
|
256
$27.5K
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
250+ 8.07% |
$31.8K - $32.7K
|
3.35K
$360K
|
|
Oct 01, 2021
Q3 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
248+ 6.35% |
$31.6K - $32.4K
|
4.16K
$447K
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
245+ 28.42% |
$31.2K - $32K
|
1.11K
$119K
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
240+ 3.43% |
$30.6K - $31.3K
|
7.24K
$779K
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
235+ 1.44% |
$29.9K - $30.7K
|
16.5K
$1.78M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
227+ 3.64% |
$28.9K - $29.6K
|
6.46K
$695K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
225+ 149.01% |
$28.6K - $29.4K
|
376
$40.4K
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
219+ 65.57% |
$27.9K - $28.6K
|
553
$59.5K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
216+ 12.27% |
$27.5K - $28.2K
|
1.98K
$213K
|
|
Nov 02, 2021
Q3 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
213+ 9.44% |
$27.1K - $27.8K
|
2.47K
$265K
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
200New |
$25.5K - $26.1K
|
200
$21.5K
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
195+ 3.34% |
$24.8K - $25.5K
|
6.04K
$649K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
192+ 21.22% |
$24.4K - $25.1K
|
1.1K
$118K
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
185+ 0.47% |
$23.6K - $24.2K
|
39.5K
$4.25M
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
185+ 0.47% |
$23.6K - $24.2K
|
39.5K
$4.25M
|
|
Nov 09, 2021
Q3 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
183+ 2.6% |
$23.3K - $23.9K
|
7.23K
$777K
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
175New |
$22.3K - $22.9K
|
175
$18.8K
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
172+ 4.16% |
$21.9K - $22.5K
|
4.31K
$463K
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
171+ 5.72% |
$21.8K - $22.3K
|
3.16K
$340K
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
167+ 0.9% |
$21.3K - $21.8K
|
18.8K
$2.02M
|