Purchases and Sales Made in Q3 2022 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q3 2022. 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 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
4.59K+ 97.55% |
$481K - $542K
|
9.29K
$1.01M
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
4.55K+ 15.23% |
$477K - $537K
|
34.4K
$3.73M
|
|
Oct 24, 2022
Q3 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
4.48KNew |
$470K - $530K
|
4.48K
$487K
|
|
Oct 17, 2022
Q3 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
4.38K+ 5.25% |
$460K - $518K
|
87.8K
$9.54M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.38K+ 4.63% |
$459K - $518K
|
99K
$10.7M
|
|
Oct 20, 2022
Q3 2022
|
Parkside Investments, LLC
|
BUY
|
- |
4.15K+ 5.02% |
$435K - $491K
|
86.8K
$9.42M
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4.08K+ 36.91% |
$428K - $483K
|
15.1K
$1.64M
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.05K+ 11.24% |
$424K - $478K
|
40K
$4.35M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.02K+ 30.95% |
$422K - $476K
|
17K
$1.85M
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
3.98K+ 9.35% |
$418K - $471K
|
46.5K
$5.05M
|
|
Nov 14, 2022
Q3 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3.98K+ 127.65% |
$417K - $470K
|
7.1K
$770K
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
3.96KNew |
$415K - $468K
|
3.96K
$430K
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
BUY
|
- |
3.83K+ 9.29% |
$402K - $453K
|
45.1K
$4.89M
|
|
Nov 14, 2022
Q3 2022
|
Ghe, LLC
|
BUY
|
- |
3.79KNew |
$397K - $448K
|
3.79K
$411K
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
3.72K+ 65.22% |
$390K - $440K
|
9.43K
$1.02M
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
3.64K+ 3.17% |
$382K - $430K
|
118K
$12.9M
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
BUY
|
- |
3.63K+ 14.15% |
$381K - $429K
|
29.3K
$3.18M
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.59KNew |
$377K - $424K
|
3.59K
$390K
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
3.58K+ 47.93% |
$375K - $423K
|
11K
$1.2M
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.53K+ 12.63% |
$370K - $417K
|
31.4K
$3.41M
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.51K+ 20.86% |
$369K - $415K
|
20.4K
$2.21M
|
|
Oct 13, 2022
Q3 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
3.51K+ 2.11% |
$368K - $414K
|
170K
$18.4M
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.5KNew |
$367K - $414K
|
3.5K
$380K
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.44KNew |
$361K - $407K
|
3.44K
$374K
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.32KNew |
$348K - $392K
|
3.32K
$360K
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.3K+ 29.95% |
$346K - $391K
|
14.3K
$1.56M
|
|
Oct 20, 2022
Q3 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
3.26KNew |
$341K - $385K
|
3.26K
$353K
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.25KNew |
$341K - $384K
|
3.25K
$353K
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.21K+ 91.51% |
$337K - $380K
|
6.72K
$730K
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
3.19K+ 26.77% |
$335K - $377K
|
15.1K
$1.64M
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
BUY
|
- |
2.96KNew |
$310K - $349K
|
2.96K
$321K
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.88K+ 36.39% |
$302K - $340K
|
10.8K
$1.17M
|
|
Aug 07, 2024
Q3 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
2.87KNew |
$301K - $339K
|
2.87K
$312K
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.87K+ 44.27% |
$301K - $339K
|
9.34K
$1.01M
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.86K+ 6.55% |
$300K - $338K
|
46.5K
$5.05M
|
|
Oct 21, 2022
Q3 2022
|
Cadinha & CO LLC
|
BUY
|
- |
2.84K+ 157.21% |
$297K - $335K
|
4.64K
$504K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.82KNew |
$296K - $333K
|
2.82K
$306K
|
|
Oct 17, 2022
Q3 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.81KNew |
$294K - $332K
|
2.81K
$305K
|
|
Oct 20, 2022
Q3 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
2.81K+ 4.55% |
$294K - $332K
|
64.6K
$7.01M
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.79KNew |
$292K - $329K
|
2.79K
$302K
|
|
Nov 02, 2022
Q3 2022
|
Atwater Malick LLC
|
BUY
|
- |
2.77K+ 42.1% |
$291K - $327K
|
9.35K
$1.02M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.76KNew |
$289K - $326K
|
2.76K
$299K
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.73K+ 5.49% |
$286K - $323K
|
52.5K
$5.7M
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.69K+ 23.31% |
$282K - $318K
|
14.2K
$1.54M
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
BUY
|
- |
2.69KNew |
$282K - $317K
|
2.69K
$292K
|
|
Dec 01, 2022
Q3 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.66K+ 5.43% |
$279K - $314K
|
51.6K
$5.61M
|
|
Nov 02, 2022
Q3 2022
|
Cim, LLC
|
BUY
|
- |
2.65K+ 2.35% |
$278K - $313K
|
115K
$12.5M
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
2.57KNew |
$269K - $303K
|
2.57K
$278K
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
2.53K+ 139.0% |
$266K - $300K
|
4.36K
$473K
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.51KNew |
$263K - $297K
|
2.51K
$272K
|