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 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-1.03K- 28.43% |
$106K - $110K
|
2.58K
$278K
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.06K- 4.93% |
$110K - $114K
|
20.5K
$2.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.07K- 4.54% |
$111K - $116K
|
22.6K
$2.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.08K- 9.24% |
$111K - $116K
|
10.6K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.08K- 11.45% |
$111K - $116K
|
8.33K
$897K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.09K- 2.86% |
$112K - $117K
|
36.9K
$3.97M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.1K- 10.59% |
$113K - $118K
|
9.25K
$996K
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 1.4% |
$119K - $124K
|
81K
$8.72M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.16K- 7.74% |
$120K - $125K
|
13.8K
$1.49M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.17K- 13.37% |
$120K - $125K
|
7.55K
$813K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 11.1% |
$120K - $125K
|
9.33K
$1M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.17K- 6.32% |
$121K - $126K
|
17.4K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.2K- 11.13% |
$124K - $129K
|
9.58K
$1.03M
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.2K- 12.71% |
$124K - $129K
|
8.25K
$888K
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.23K- 33.72% |
$127K - $132K
|
2.42K
$260K
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.24K- 20.58% |
$128K - $133K
|
4.78K
$514K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-1.25K- 31.09% |
$129K - $135K
|
2.77K
$298K
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.26K- 2.1% |
$130K - $136K
|
58.6K
$6.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.27K- 35.93% |
$131K - $137K
|
2.26K
$244K
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.29K- 23.94% |
$134K - $139K
|
4.1K
$442K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.3K- 4.22% |
$134K - $140K
|
29.4K
$3.17M
|
|
|
Oct 11, 2023
Q3 2023
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-1.35K- 28.11% |
$140K - $146K
|
3.46K
$372K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.38K- 8.31% |
$143K - $149K
|
15.3K
$1.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.4K- 5.85% |
$144K - $150K
|
22.4K
$2.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.4K- 9.73% |
$145K - $151K
|
13K
$1.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-1.42K- 9.61% |
$147K - $153K
|
13.4K
$1.44M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-1.46K- 20.61% |
$151K - $158K
|
5.63K
$607K
|
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.47K- 3.68% |
$152K - $158K
|
38.5K
$4.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-1.5K- 10.91% |
$155K - $162K
|
12.3K
$1.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.52K- 8.23% |
$157K - $164K
|
16.9K
$1.82M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.59K- 14.08% |
$164K - $171K
|
9.7K
$1.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.62K- 36.27% |
$168K - $174K
|
2.85K
$307K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-1.62K- 5.37% |
$168K - $175K
|
28.6K
$3.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.62K- 11.48% |
$168K - $175K
|
12.5K
$1.35M
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1.64K- 4.07% |
$170K - $177K
|
38.7K
$4.17M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.72K- 7.17% |
$177K - $185K
|
22.2K
$2.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.72K- 23.41% |
$178K - $185K
|
5.64K
$607K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.74K- 43.22% |
$180K - $187K
|
2.29K
$246K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.74K- 20.25% |
$180K - $188K
|
6.86K
$739K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.76K- 26.49% |
$182K - $190K
|
4.89K
$526K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.77K- 35.7% |
$183K - $190K
|
3.19K
$343K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.77K- 8.71% |
$183K - $191K
|
18.5K
$2M
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.79K- 3.37% |
$185K - $193K
|
51.5K
$5.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.8K- 28.31% |
$186K - $194K
|
4.56K
$491K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.85K- 0.57% |
$191K - $199K
|
324K
$34.9M
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.87K- 1.92% |
$193K - $201K
|
95.3K
$10.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.89K- 20.61% |
$196K - $204K
|
7.29K
$784K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.94K- 5.12% |
$201K - $209K
|
36K
$3.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.98K- 8.62% |
$205K - $213K
|
21K
$2.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2K- 4.23% |
$207K - $215K
|
45.3K
$4.88M
|