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
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.2K+ 1.66% |
$126K - $142K
|
73.4K
$7.97M
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.16K+ 33.23% |
$122K - $137K
|
4.66K
$506K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.14K+ 12.67% |
$119K - $134K
|
10.1K
$1.1M
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
1.1K+ 10.01% |
$115K - $130K
|
12.1K
$1.31M
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.09K+ 1.42% |
$114K - $129K
|
77.6K
$8.43M
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.07K+ 23.64% |
$112K - $126K
|
5.59K
$606K
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.04K+ 12.81% |
$109K - $123K
|
9.16K
$994K
|
|
Nov 03, 2022
Q3 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.03K+ 2.67% |
$108K - $121K
|
39.4K
$4.27M
|
|
Oct 03, 2022
Q3 2022
|
Red Spruce Capital, LLC
|
BUY
|
- |
950+ 41.89% |
$99.7K - $112K
|
3.22K
$349K
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
928+ 4.8% |
$97.3K - $110K
|
20.2K
$2.2M
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
928+ 4.8% |
$97.3K - $110K
|
20.2K
$2.2M
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
917+ 8.03% |
$96.2K - $108K
|
12.3K
$1.34M
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
910+ 4.32% |
$95.5K - $108K
|
22K
$2.39M
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
904+ 10044.44% |
$94.8K - $107K
|
913
$99.1K
|
|
Oct 27, 2022
Q3 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
858+ 4.57% |
$90K - $101K
|
19.6K
$2.13M
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
836+ 0.93% |
$87.7K - $98.8K
|
91K
$9.88M
|
|
Nov 10, 2022
Q3 2022
|
Adams Wealth Management
|
BUY
|
- |
824+ 38.58% |
$86.4K - $97.4K
|
2.96K
$321K
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
820+ 1.84% |
$86K - $96.9K
|
45.4K
$4.93M
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
802+ 1.42% |
$84.1K - $94.8K
|
57.2K
$6.21M
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
BUY
|
- |
794+ 1.43% |
$83.3K - $93.9K
|
56.2K
$6.1M
|
|
Oct 14, 2022
Q3 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
788+ 8.5% |
$82.7K - $93.2K
|
10.1K
$1.09M
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
779+ 0.9% |
$81.7K - $92.1K
|
87.3K
$9.48M
|
|
Nov 09, 2022
Q3 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
750+ 9.52% |
$78.7K - $88.7K
|
8.63K
$937K
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
732+ 19.49% |
$76.8K - $86.5K
|
4.49K
$487K
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
731+ 4.87% |
$76.7K - $86.4K
|
15.8K
$1.71M
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
707+ 12.25% |
$74.2K - $83.6K
|
6.48K
$703K
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
692New |
$72.6K - $81.8K
|
692
$75.1K
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
680+ 3.57% |
$71.3K - $80.4K
|
19.7K
$2.14M
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
656New |
$68.8K - $77.6K
|
656
$71.2K
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
639+ 3.79% |
$67K - $75.5K
|
17.5K
$1.9M
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
627+ 1183.02% |
$65.8K - $74.1K
|
680
$73.8K
|
|
Nov 15, 2022
Q3 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
602+ 16.01% |
$63.1K - $71.2K
|
4.36K
$474K
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
580+ 22.52% |
$60.8K - $68.6K
|
3.16K
$343K
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
575+ 3.03% |
$60.3K - $68K
|
19.6K
$2.13M
|
|
Nov 14, 2022
Q3 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
568+ 17.61% |
$59.6K - $67.2K
|
3.79K
$412K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
561+ 1.74% |
$58.8K - $66.3K
|
32.8K
$3.56M
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
560+ 316.38% |
$58.7K - $66.2K
|
737
$80K
|
|
Dec 02, 2022
Q3 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
549+ 5.68% |
$57.6K - $64.9K
|
10.2K
$1.11M
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
527+ 1.42% |
$55.3K - $62.3K
|
37.7K
$4.1M
|
|
Oct 13, 2022
Q3 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
480+ 0.34% |
$50.4K - $56.8K
|
142K
$15.4M
|
|
Nov 14, 2022
Q3 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
444+ 0.75% |
$46.6K - $52.5K
|
59.8K
$6.49M
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
431New |
$45.2K - $51K
|
431
$46.8K
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
430New |
$45.1K - $50.8K
|
430
$46.7K
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
430+ 6.56% |
$45.1K - $50.8K
|
6.99K
$758K
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
425+ 29.68% |
$44.6K - $50.2K
|
1.86K
$202K
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
420+ 5.11% |
$44.1K - $49.7K
|
8.63K
$937K
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
418+ 3.66% |
$43.8K - $49.4K
|
11.9K
$1.29M
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
418+ 3.63% |
$43.8K - $49.4K
|
11.9K
$1.29M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
408New |
$42.8K - $48.2K
|
408
$44.3K
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
400New |
$42K - $47.3K
|
400
$43.4K
|