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 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.55KNew |
$367K - $382K
|
3.55K
$385K
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
3.54KNew |
$366K - $381K
|
3.54K
$384K
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
BUY
|
- |
3.53KNew |
$365K - $380K
|
3.53K
$383K
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.53K+ 42.87% |
$365K - $380K
|
11.8K
$1.28M
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.53K+ 42.87% |
$365K - $380K
|
11.8K
$1.28M
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.49KNew |
$360K - $375K
|
3.49K
$378K
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
BUY
|
- |
3.48K+ 9.1% |
$360K - $375K
|
41.7K
$4.53M
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.43K+ 52.55% |
$355K - $370K
|
9.97K
$1.08M
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.42K+ 22.75% |
$354K - $369K
|
18.5K
$2M
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
3.37K+ 44.75% |
$348K - $363K
|
10.9K
$1.18M
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
3.34K+ 46.62% |
$345K - $360K
|
10.5K
$1.14M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.29K+ 20.51% |
$340K - $354K
|
19.3K
$2.1M
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.24K+ 1.85% |
$335K - $349K
|
178K
$19.3M
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.23KNew |
$334K - $348K
|
3.23K
$351K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.18K+ 12.93% |
$329K - $342K
|
27.8K
$3.02M
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.08K+ 5.12% |
$319K - $332K
|
63.3K
$6.87M
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.04KNew |
$315K - $328K
|
3.04K
$330K
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.99KNew |
$309K - $322K
|
2.99K
$324K
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.99KNew |
$309K - $322K
|
2.99K
$324K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.97K+ 10255.17% |
$308K - $320K
|
3K
$326K
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.87KNew |
$297K - $309K
|
2.87K
$312K
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
2.83K+ 11.64% |
$292K - $304K
|
27.1K
$2.94M
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.78K+ 43.14% |
$287K - $299K
|
9.21K
$1M
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.77K+ 24.94% |
$286K - $298K
|
13.9K
$1.51M
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.76KNew |
$285K - $297K
|
2.76K
$299K
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.75KNew |
$284K - $296K
|
2.75K
$298K
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.71K+ 3.28% |
$281K - $292K
|
85.5K
$9.28M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.69K+ 169.19% |
$278K - $289K
|
4.27K
$464K
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.65KNew |
$274K - $286K
|
2.65K
$288K
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.64KNew |
$273K - $284K
|
2.64K
$286K
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.63K+ 2.71% |
$272K - $284K
|
99.9K
$10.8M
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.62K+ 5.93% |
$271K - $283K
|
46.8K
$5.09M
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.62KNew |
$271K - $282K
|
2.62K
$284K
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.62K+ 4.49% |
$270K - $282K
|
60.9K
$6.61M
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.57K+ 3.95% |
$266K - $277K
|
67.8K
$7.36M
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.55KNew |
$264K - $275K
|
2.55K
$277K
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.49KNew |
$257K - $268K
|
2.49K
$270K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.44K+ 7.12% |
$253K - $263K
|
36.8K
$3.99M
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.42K+ 3.5% |
$250K - $261K
|
71.6K
$7.78M
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.41K+ 308.32% |
$249K - $259K
|
3.19K
$346K
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.4K+ 58.27% |
$248K - $258K
|
6.52K
$707K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.37K+ 2.14% |
$245K - $255K
|
113K
$12.3M
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.34KNew |
$242K - $252K
|
2.34K
$254K
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.33K+ 83.95% |
$241K - $251K
|
5.11K
$555K
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.28KNew |
$236K - $246K
|
2.28K
$248K
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.27K+ 2.04% |
$235K - $244K
|
114K
$12.3M
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.21KNew |
$228K - $238K
|
2.21K
$240K
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
2.19KNew |
$227K - $236K
|
2.19K
$238K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.09KNew |
$216K - $225K
|
2.09K
$227K
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.07KNew |
$214K - $223K
|
2.07K
$225K
|