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 |
---|---|---|---|---|---|---|---|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.07KNew |
$214K - $223K
|
2.07K
$225K
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.05KNew |
$212K - $221K
|
2.05K
$223K
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.04KNew |
$211K - $219K
|
2.04K
$221K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.03KNew |
$210K - $218K
|
2.03K
$220K
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.02K+ 10.78% |
$208K - $217K
|
20.7K
$2.25M
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
2.02KNew |
$208K - $217K
|
2.02K
$219K
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.99K+ 2.0% |
$205K - $214K
|
101K
$11M
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.94KNew |
$201K - $209K
|
1.94K
$211K
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.91K+ 47.63% |
$198K - $206K
|
5.93K
$644K
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.91K+ 34.72% |
$197K - $205K
|
7.4K
$803K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.89K+ 36.86% |
$196K - $204K
|
7.03K
$763K
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.89K+ 77.91% |
$195K - $204K
|
4.32K
$469K
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
1.88K+ 84.94% |
$194K - $202K
|
4.09K
$444K
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.87K+ 65.96% |
$194K - $202K
|
4.71K
$511K
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.84K+ 10.64% |
$191K - $198K
|
19.2K
$2.08M
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.73K+ 11.85% |
$179K - $186K
|
16.3K
$1.77M
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.66K+ 41.01% |
$171K - $178K
|
5.69K
$618K
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.53K+ 2.34% |
$158K - $165K
|
66.9K
$7.27M
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.44K+ 1.79% |
$148K - $155K
|
81.7K
$8.87M
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 10.39% |
$148K - $155K
|
15.2K
$1.66M
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
1.43K+ 4.79% |
$148K - $154K
|
31.3K
$3.4M
|
|
Nov 08, 2023
Q3 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.42K+ 2.29% |
$147K - $153K
|
63.3K
$6.87M
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.34KNew |
$139K - $144K
|
1.34K
$145K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.33K+ 305.52% |
$137K - $143K
|
1.76K
$192K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.32K+ 1.35% |
$136K - $142K
|
98.4K
$10.7M
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.27K+ 21216.67% |
$132K - $137K
|
1.28K
$139K
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.25K+ 6.68% |
$129K - $135K
|
20K
$2.17M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.24K+ 19.03% |
$128K - $134K
|
7.77K
$843K
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.22K+ 38.27% |
$126K - $132K
|
4.42K
$480K
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.21K+ 6.7% |
$125K - $130K
|
19.2K
$2.09M
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.18K+ 25.4% |
$122K - $127K
|
5.83K
$633K
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.15K+ 23.34% |
$119K - $124K
|
6.08K
$660K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.14K+ 14.83% |
$118K - $123K
|
8.82K
$958K
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.14K+ 12.03% |
$117K - $122K
|
10.6K
$1.15M
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.12K+ 176.69% |
$116K - $121K
|
1.76K
$191K
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
1.12K+ 7.49% |
$115K - $120K
|
16K
$1.74M
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.1K+ 3.15% |
$113K - $118K
|
35.9K
$3.9M
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.07K+ 4.89% |
$111K - $116K
|
23K
$2.5M
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
1.07K+ 1.2% |
$111K - $115K
|
90.6K
$9.84M
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.05K+ 12.93% |
$109K - $113K
|
9.19K
$998K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.03K+ 0.93% |
$106K - $110K
|
112K
$12.1M
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
BUY
|
- |
1.01K+ 5.9% |
$104K - $108K
|
18.1K
$1.96M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.01K+ 0.96% |
$104K - $108K
|
106K
$11.5M
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
992+ 4.29% |
$103K - $107K
|
24.1K
$2.62M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
972+ 62.23% |
$101K - $105K
|
2.53K
$275K
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
865+ 4.43% |
$89.4K - $93.2K
|
20.4K
$2.21M
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
843New |
$87.2K - $90.8K
|
843
$91.5K
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
841+ 9.68% |
$87K - $90.6K
|
9.53K
$1.03M
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
834+ 57.44% |
$86.2K - $89.8K
|
2.29K
$248K
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
830+ 1.4% |
$85.8K - $89.4K
|
60.1K
$6.52M
|