Purchases and Sales Made in Q4 2021 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
2.16K+ 48.94% |
$276K - $283K
|
6.58K
$708K
|
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
2.15K+ 50.71% |
$274K - $281K
|
6.38K
$687K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
2.12KNew |
$271K - $277K
|
2.12K
$228K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.11K+ 76.46% |
$270K - $276K
|
4.87K
$525K
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
2.1KNew |
$268K - $275K
|
2.1K
$226K
|
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.1K+ 14.95% |
$268K - $275K
|
16.1K
$1.74M
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2.08KNew |
$266K - $272K
|
2.08K
$224K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
2.07KNew |
$264K - $271K
|
2.07K
$223K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.06K+ 14.78% |
$263K - $270K
|
16K
$1.72M
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.06KNew |
$263K - $270K
|
2.06K
$222K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
2.05K+ 4.1% |
$262K - $268K
|
52K
$5.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.05K+ 26.57% |
$262K - $268K
|
9.77K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
2.03K+ 7.93% |
$259K - $266K
|
27.7K
$2.98M
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.02K+ 47.66% |
$258K - $264K
|
6.25K
$673K
|
|
|
Jan 18, 2022
Q4 2021
|
Guild Investment Management, Inc.
|
BUY
|
- |
2KNew |
$255K - $262K
|
2K
$215K
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2KNew |
$255K - $262K
|
2K
$215K
|
|
|
Feb 14, 2022
Q4 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2K+ 28.57% |
$255K - $262K
|
9K
$969K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2K+ 8.65% |
$255K - $262K
|
25.1K
$2.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2K+ 4.33% |
$255K - $261K
|
48.1K
$5.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2KNew |
$255K - $261K
|
2K
$215K
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.99KNew |
$255K - $261K
|
1.99K
$215K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.99K+ 48.72% |
$255K - $261K
|
6.08K
$655K
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
1.99KNew |
$254K - $260K
|
1.99K
$214K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.99K+ 11.8% |
$254K - $260K
|
18.8K
$2.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.97KNew |
$252K - $258K
|
1.97K
$213K
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.94KNew |
$248K - $254K
|
1.94K
$209K
|
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.94KNew |
$247K - $253K
|
1.94K
$209K
|
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.93KNew |
$246K - $252K
|
1.93K
$208K
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.92KNew |
$245K - $251K
|
1.92K
$206K
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.91K+ 10.33% |
$244K - $250K
|
20.4K
$2.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
1.91K+ 21.37% |
$244K - $250K
|
10.8K
$1.17M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.9K+ 12.34% |
$243K - $249K
|
17.3K
$1.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Connable Office Inc
|
BUY
|
- |
1.9K+ 8.82% |
$243K - $249K
|
23.5K
$2.53M
|
|
|
Mar 08, 2022
Q4 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.9K+ 47.06% |
$243K - $249K
|
5.94K
$639K
|
|
|
Feb 04, 2022
Q4 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.9K+ 9.64% |
$243K - $249K
|
21.6K
$2.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.9KNew |
$243K - $249K
|
1.9K
$205K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.9K+ 2.85% |
$242K - $248K
|
68.4K
$7.36M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.9KNew |
$242K - $248K
|
1.9K
$204K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.89K+ 49.97% |
$241K - $247K
|
5.66K
$609K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.84K+ 6.12% |
$234K - $240K
|
31.8K
$3.43M
|
|
|
Jan 21, 2022
Q4 2021
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
1.84KNew |
$234K - $240K
|
1.84K
$198K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.82K+ 6.05% |
$232K - $238K
|
31.9K
$3.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.82K+ 94.53% |
$232K - $238K
|
3.74K
$402K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.81KNew |
$231K - $236K
|
1.81K
$195K
|
|
|
Feb 03, 2022
Q4 2021
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
1.8KNew |
$230K - $236K
|
1.8K
$194K
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.8K+ 2.83% |
$229K - $235K
|
65.2K
$7.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
1.78KNew |
$227K - $233K
|
1.78K
$191K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.78K+ 16.89% |
$227K - $232K
|
12.3K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.76KNew |
$225K - $231K
|
1.76K
$190K
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.75KNew |
$223K - $229K
|
1.75K
$188K
|