Purchases and Sales Made in Q3 2023 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-555- 1.13% |
$57.4K - $59.8K
|
48.4K
$5.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-563- 1.18% |
$58.2K - $60.6K
|
47.1K
$5.07M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-571- 6.15% |
$59K - $61.5K
|
8.71K
$938K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-572- 19.44% |
$59.1K - $61.6K
|
2.37K
$255K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-582- 91.08% |
$60.2K - $62.7K
|
57
$6.14K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-584- 10.78% |
$60.4K - $62.9K
|
4.84K
$521K
|
|
|
Oct 30, 2023
Q3 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-606- 12.11% |
$62.7K - $65.3K
|
4.4K
$473K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-620- 19.82% |
$64.1K - $66.8K
|
2.51K
$270K
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-622- 6.54% |
$64.3K - $67K
|
8.89K
$957K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-650- 43.33% |
$67.2K - $70K
|
850
$91.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-657- 18.86% |
$67.9K - $70.8K
|
2.83K
$304K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-667- 4.78% |
$69K - $71.8K
|
13.3K
$1.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-675- 2.56% |
$69.8K - $72.7K
|
25.7K
$2.77M
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-677- 6.53% |
$70K - $72.9K
|
9.69K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-677- 7.12% |
$70K - $72.9K
|
8.84K
$951K
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-684- 24.38% |
$70.7K - $73.7K
|
2.12K
$228K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-724- 5.87% |
$74.9K - $78K
|
11.6K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-734- 20.3% |
$75.9K - $79.1K
|
2.88K
$310K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-797- 4.08% |
$82.4K - $85.8K
|
18.7K
$2.02M
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-816- 6.03% |
$84.4K - $87.9K
|
12.7K
$1.37M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-820- 4.45% |
$84.8K - $88.3K
|
17.6K
$1.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-820- 75.09% |
$84.8K - $88.3K
|
272
$29.3K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-825- 15.65% |
$85.3K - $88.9K
|
4.45K
$479K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-831- 25.34% |
$85.9K - $89.5K
|
2.45K
$264K
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-833- 14.88% |
$86.1K - $89.7K
|
4.77K
$513K
|
|
|
Nov 13, 2023
Q3 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-835- 31.58% |
$86.3K - $89.9K
|
1.81K
$195K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-854- 1.0% |
$88.3K - $92K
|
84.2K
$9.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-865- 13.1% |
$89.4K - $93.2K
|
5.74K
$618K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-865- 4.88% |
$89.4K - $93.2K
|
16.9K
$1.81M
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-869- 6.06% |
$89.9K - $93.6K
|
13.5K
$1.45M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-869- 17.83% |
$89.9K - $93.6K
|
4.01K
$431K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-888- 2.16% |
$91.8K - $95.6K
|
40.1K
$4.32M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-896- 9.56% |
$92.6K - $96.5K
|
8.48K
$913K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-911- 3.64% |
$94.2K - $98.1K
|
24.1K
$2.59M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-918- 17.21% |
$94.9K - $98.9K
|
4.42K
$475K
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-930- 3.2% |
$96.2K - $100K
|
28.2K
$3.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-940- 18.93% |
$97.2K - $101K
|
4.03K
$433K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-946- 4.28% |
$97.8K - $102K
|
21.2K
$2.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-953- 23.76% |
$98.5K - $103K
|
3.06K
$329K
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-967- 24.94% |
$100K - $104K
|
2.91K
$313K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-972- 29.17% |
$101K - $105K
|
2.36K
$254K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-990- 24.0% |
$102K - $107K
|
3.14K
$338K
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-990- 8.02% |
$102K - $107K
|
11.4K
$1.22M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-991- 2.79% |
$102K - $107K
|
34.6K
$3.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-995- 1.18% |
$103K - $107K
|
83.4K
$8.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.01K- 1.75% |
$104K - $109K
|
56.5K
$6.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.01K- 4.19% |
$105K - $109K
|
23.1K
$2.49M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.01K- 29.91% |
$105K - $109K
|
2.37K
$255K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.02K- 5.71% |
$105K - $109K
|
16.8K
$1.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.02K- 1.9% |
$105K - $110K
|
52.5K
$5.65M
|