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 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.36K+ 13.89% |
$685K - $702K
|
44K
$4.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
5.29K+ 8.05% |
$676K - $693K
|
71K
$7.71M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.29K+ 73.81% |
$675K - $692K
|
12.5K
$1.35M
|
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
5.22K+ 246.76% |
$666K - $683K
|
7.33K
$796K
|
|
|
Jan 20, 2022
Q4 2021
|
Divergent Wealth Advisors
|
BUY
|
- |
5.19K+ 3.03% |
$663K - $679K
|
176K
$19.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
5.1K+ 3.34% |
$651K - $667K
|
158K
$17.1M
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.03KNew |
$642K - $658K
|
5.03K
$546K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.88K+ 14.42% |
$623K - $638K
|
38.7K
$4.2M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.85KNew |
$620K - $635K
|
4.85K
$527K
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
4.81K+ 9.28% |
$614K - $629K
|
56.6K
$6.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
4.78KNew |
$611K - $626K
|
4.78K
$519K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.77K+ 117.5% |
$609K - $624K
|
8.82K
$958K
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.74K+ 90.1% |
$606K - $621K
|
10K
$1.09M
|
|
|
Jan 20, 2022
Q4 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
4.74K+ 4.39% |
$605K - $620K
|
113K
$12.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
4.73KNew |
$604K - $619K
|
4.73K
$513K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.72K+ 33.45% |
$603K - $618K
|
18.8K
$2.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Goldstream Capital Management LTD
|
BUY
|
- |
4.71KNew |
$602K - $617K
|
4.71K
$512K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.6K+ 24.42% |
$588K - $602K
|
23.5K
$2.55M
|
|
|
Jan 19, 2022
Q4 2021
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
4.57K+ 11.55% |
$584K - $598K
|
44.1K
$4.79M
|
|
|
Feb 22, 2022
Q4 2021
|
Rs Crum Inc.
|
BUY
|
- |
4.51KNew |
$575K - $590K
|
4.51K
$489K
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
BUY
|
- |
4.44K+ 83.42% |
$567K - $581K
|
9.76K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Unconventional Investor, LLC
|
BUY
|
- |
4.38KNew |
$560K - $574K
|
4.38K
$476K
|
|
|
Jan 19, 2022
Q4 2021
|
Ti Trust, Inc
|
BUY
|
- |
4.38K+ 35.47% |
$559K - $573K
|
16.7K
$1.82M
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
4.34K+ 24.52% |
$554K - $568K
|
22K
$2.39M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.32K+ 109.28% |
$552K - $566K
|
8.28K
$899K
|
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
4.3KNew |
$549K - $563K
|
4.3K
$467K
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4.3K+ 9.43% |
$549K - $562K
|
49.9K
$5.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.28K+ 1821.28% |
$547K - $560K
|
4.52K
$490K
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
4.28K+ 4.88% |
$546K - $560K
|
92K
$9.99M
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.22K+ 39.02% |
$539K - $552K
|
15K
$1.63M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
4.21KNew |
$537K - $550K
|
4.21K
$457K
|
|
|
Feb 02, 2022
Q4 2021
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
4.2K+ 129.19% |
$536K - $550K
|
7.45K
$809K
|
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
4.18K+ 11.56% |
$534K - $547K
|
40.3K
$4.38M
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.15K+ 261.83% |
$530K - $543K
|
5.74K
$623K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.04KNew |
$516K - $529K
|
4.04K
$439K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
4K+ 9.36% |
$510K - $523K
|
46.7K
$5.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
3.96K+ 32.52% |
$505K - $518K
|
16.1K
$1.75M
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.92K+ 2.71% |
$500K - $513K
|
148K
$16.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
3.91K+ 31.43% |
$499K - $511K
|
16.3K
$1.77M
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.88K+ 11.76% |
$495K - $507K
|
36.8K
$4M
|
|
|
Feb 16, 2022
Q4 2021
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
3.86KNew |
$493K - $505K
|
3.86K
$419K
|
|
|
Feb 14, 2022
Q4 2021
|
Wills Financial Group, Inc.
|
BUY
|
- |
3.84K+ 6.9% |
$490K - $502K
|
59.5K
$6.46M
|
|
|
Jan 31, 2022
Q4 2021
|
Signature Wealth Management Group
|
BUY
|
- |
3.81K+ 8.89% |
$487K - $499K
|
46.7K
$5.07M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.78K+ 26.6% |
$482K - $494K
|
18K
$1.95M
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
3.75KNew |
$478K - $490K
|
3.75K
$407K
|
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
3.7K+ 16.69% |
$472K - $484K
|
25.8K
$2.81M
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
BUY
|
- |
3.68KNew |
$470K - $482K
|
3.68K
$400K
|
|
|
Apr 13, 2022
Q4 2021
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
3.68KNew |
$469K - $481K
|
3.68K
$399K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
3.68KNew |
$469K - $481K
|
3.68K
$399K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3.65KNew |
$465K - $477K
|
3.65K
$396K
|