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 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
5.91K+ 112.54% |
$611K - $636K
|
11.2K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.8K+ 64.62% |
$600K - $625K
|
14.8K
$1.6M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
5.8KNew |
$600K - $624K
|
5.8K
$629K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.75K+ 9.99% |
$595K - $620K
|
63.4K
$6.88M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
5.74K+ 15.61% |
$594K - $618K
|
42.5K
$4.62M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.64KNew |
$583K - $608K
|
5.64K
$613K
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.62K+ 8.77% |
$581K - $606K
|
69.7K
$7.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.57KNew |
$576K - $600K
|
5.57K
$605K
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.52KNew |
$570K - $594K
|
5.52K
$599K
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.51KNew |
$570K - $593K
|
5.51K
$598K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.48K+ 3.5% |
$566K - $590K
|
162K
$17.6M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.38K+ 43.07% |
$556K - $579K
|
17.9K
$1.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.28K+ 4.58% |
$546K - $569K
|
121K
$13.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
5.17K+ 1.96% |
$535K - $557K
|
269K
$29.2M
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
BUY
|
- |
5.08K+ 3.98% |
$525K - $547K
|
133K
$14.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.03K+ 11.11% |
$520K - $541K
|
50.3K
$5.46M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.01K+ 2.48% |
$518K - $540K
|
207K
$22.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.97K+ 88.47% |
$514K - $535K
|
10.6K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.88KNew |
$504K - $525K
|
4.88K
$529K
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
4.87K+ 1.79% |
$503K - $524K
|
277K
$30.1M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.79KNew |
$496K - $516K
|
4.79K
$520K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.78K+ 53.07% |
$494K - $515K
|
13.8K
$1.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.71K+ 38.36% |
$487K - $507K
|
17K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
4.66K+ 33.02% |
$482K - $502K
|
18.8K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
4.62K+ 1.99% |
$478K - $498K
|
237K
$25.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
4.53K+ 3.86% |
$469K - $488K
|
122K
$13.2M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.44KNew |
$459K - $479K
|
4.44K
$482K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.44KNew |
$459K - $478K
|
4.44K
$482K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.41K+ 103.77% |
$456K - $475K
|
8.65K
$939K
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.38KNew |
$453K - $472K
|
4.38K
$475K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.37K+ 41.98% |
$452K - $471K
|
14.8K
$1.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.37K+ 51.34% |
$452K - $471K
|
12.9K
$1.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
4.36KNew |
$451K - $470K
|
4.36K
$474K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
4.35KNew |
$450K - $468K
|
4.35K
$472K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
4.33KNew |
$448K - $466K
|
4.33K
$470K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.32KNew |
$446K - $465K
|
4.32K
$469K
|
|
|
Oct 16, 2023
Q3 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4.29K+ 6.67% |
$444K - $462K
|
68.6K
$7.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
4.27KNew |
$442K - $460K
|
4.27K
$464K
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
4.17K+ 6.99% |
$431K - $449K
|
63.8K
$6.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.07K+ 51.52% |
$421K - $439K
|
12K
$1.3M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.05KNew |
$419K - $436K
|
4.05K
$440K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
4.03K+ 1.36% |
$416K - $434K
|
299K
$32.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.95K+ 4.43% |
$408K - $425K
|
93.1K
$10.1M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.94KNew |
$407K - $424K
|
3.94K
$427K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.89K+ 6.05% |
$402K - $418K
|
68.1K
$7.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.77K+ 139.64% |
$390K - $406K
|
6.47K
$702K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.72K+ 12.73% |
$384K - $400K
|
32.9K
$3.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
3.64KNew |
$376K - $391K
|
3.64K
$395K
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.63KNew |
$375K - $391K
|
3.63K
$394K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.57KNew |
$369K - $385K
|
3.57K
$388K
|