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 |
---|---|---|---|---|---|---|---|
Feb 03, 2022
Q4 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
7.73K+ 16.53% |
$987K - $1.01M
|
54.5K
$5.91M
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
7.7K+ 10.38% |
$984K - $1.01M
|
81.9K
$8.9M
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.68K+ 82.44% |
$980K - $1M
|
17K
$1.84M
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.52K+ 11.84% |
$960K - $984K
|
71K
$7.71M
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.52K+ 11.84% |
$960K - $984K
|
71K
$7.71M
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
7.38K+ 44.04% |
$942K - $965K
|
24.1K
$2.62M
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.36KNew |
$940K - $963K
|
7.36K
$799K
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
7.34KNew |
$937K - $960K
|
7.34K
$797K
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.33K+ 23.02% |
$936K - $959K
|
39.2K
$4.25M
|
|
Mar 03, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
7.29KNew |
$931K - $954K
|
7.29K
$791K
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
BUY
|
- |
7.25K+ 111.21% |
$926K - $949K
|
13.8K
$1.5M
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
7.2KNew |
$919K - $942K
|
7.2K
$782K
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7.17K+ 6.94% |
$915K - $938K
|
111K
$12M
|
|
Feb 02, 2022
Q4 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
7.1KNew |
$907K - $929K
|
7.1K
$771K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.05K+ 47.82% |
$900K - $922K
|
21.8K
$2.37M
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.02K+ 59.98% |
$896K - $919K
|
18.7K
$2.03M
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.02K+ 30.37% |
$896K - $918K
|
30.1K
$3.27M
|
|
Jan 24, 2022
Q4 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
6.98K+ 11.24% |
$892K - $914K
|
69.1K
$7.51M
|
|
Feb 08, 2022
Q4 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
6.97KNew |
$889K - $911K
|
6.97K
$756K
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
6.9K+ 9.37% |
$881K - $903K
|
80.5K
$8.74M
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
6.77K+ 42.94% |
$864K - $885K
|
22.5K
$2.45M
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
6.74KNew |
$861K - $882K
|
6.74K
$732K
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.73K+ 30.13% |
$859K - $880K
|
29.1K
$3.15M
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.63K+ 29.56% |
$847K - $868K
|
29.1K
$3.16M
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
6.53KNew |
$834K - $854K
|
6.53K
$709K
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
6.49K+ 123.72% |
$829K - $850K
|
11.7K
$1.27M
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6.48K+ 5.73% |
$827K - $848K
|
119K
$13M
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
6.46K+ 127.4% |
$825K - $845K
|
11.5K
$1.25M
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
6.42K+ 3.49% |
$819K - $840K
|
190K
$20.7M
|
|
Apr 14, 2022
Q4 2021
|
Walker Asset Management, LLC
|
BUY
|
- |
6.36KNew |
$813K - $833K
|
6.36K
$691K
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
6.34K+ 20.81% |
$810K - $830K
|
36.8K
$4M
|
|
Nov 06, 2024
Q4 2021
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
6.15KNew |
$785K - $804K
|
6.15K
$667K
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
6.12KNew |
$781K - $800K
|
6.12K
$664K
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
6.12K+ 31.29% |
$781K - $800K
|
25.7K
$2.79M
|
|
Feb 11, 2022
Q4 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
6.1K+ 15.17% |
$778K - $798K
|
46.3K
$5.02M
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.09K+ 333.06% |
$777K - $796K
|
7.91K
$859K
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.06K+ 31.83% |
$774K - $793K
|
25.1K
$2.72M
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.03K+ 98.48% |
$771K - $790K
|
12.2K
$1.32M
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.99K+ 38.74% |
$765K - $784K
|
21.5K
$2.33M
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
5.9KNew |
$753K - $772K
|
5.9K
$640K
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
5.85K+ 59.3% |
$747K - $765K
|
15.7K
$1.71M
|
|
Feb 16, 2022
Q4 2021
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
5.76K+ 13.14% |
$736K - $754K
|
49.6K
$5.39M
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5.75K+ 7.24% |
$734K - $752K
|
85.1K
$9.24M
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.75KNew |
$734K - $752K
|
5.75K
$624K
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.6K+ 6.29% |
$715K - $733K
|
94.7K
$10.3M
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.59K+ 9.48% |
$714K - $731K
|
64.6K
$7.01M
|
|
Feb 08, 2022
Q4 2021
|
Miramar Capital, LLC
|
BUY
|
- |
5.58KNew |
$712K - $730K
|
5.58K
$605K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
5.56K+ 1.15% |
$710K - $727K
|
490K
$53.2M
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5.49K+ 23.75% |
$701K - $718K
|
28.6K
$3.1M
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
5.37K+ 67150.0% |
$686K - $703K
|
5.38K
$584K
|