Purchases and Sales Made in Q4 2022 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q4 2022. 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 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-55- 2.06% |
$5.77K - $6.06K
|
2.62K
$288K
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-60- 7.41% |
$6.29K - $6.61K
|
750
$82.6K
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
SELL
|
- |
-61- 0.65% |
$6.4K - $6.72K
|
9.29K
$1.02M
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-61- 3.46% |
$6.4K - $6.72K
|
1.7K
$187K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-62- 12.55% |
$6.5K - $6.83K
|
432
$47.6K
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-63- 0.56% |
$6.61K - $6.94K
|
11.1K
$1.22M
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-65- 2.11% |
$6.82K - $7.16K
|
3.02K
$332K
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-66- 10.06% |
$6.92K - $7.27K
|
590
$65K
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-70- 43.75% |
$7.34K - $7.71K
|
90
$9.91K
|
|
Jan 23, 2023
Q4 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-74- 0.5% |
$7.76K - $8.15K
|
14.6K
$1.61M
|
|
Jan 12, 2023
Q4 2022
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-75- 0.91% |
$7.87K - $8.26K
|
8.13K
$895K
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-75- 1.7% |
$7.87K - $8.26K
|
4.34K
$477K
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-75- 0.62% |
$7.87K - $8.26K
|
11.9K
$1.31M
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-79- 0.86% |
$8.29K - $8.7K
|
9.09K
$1M
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-79- 1.62% |
$8.29K - $8.7K
|
4.81K
$529K
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-80- 1.95% |
$8.39K - $8.81K
|
4.02K
$442K
|
|
Jan 24, 2023
Q4 2022
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-81- 4.01% |
$8.5K - $8.92K
|
1.94K
$213K
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-84- 0.91% |
$8.81K - $9.26K
|
9.17K
$1.01M
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-91- 4.16% |
$9.55K - $10K
|
2.1K
$231K
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-93- 6.28% |
$9.76K - $10.2K
|
1.39K
$153K
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-100- 2.91% |
$10.5K - $11K
|
3.34K
$367K
|
|
Jan 30, 2023
Q4 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-100- 1.79% |
$10.5K - $11K
|
5.49K
$604K
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-100- 54.05% |
$10.5K - $11K
|
85
$9.36K
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-100- 4.64% |
$10.5K - $11K
|
2.05K
$226K
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-100- 5.05% |
$10.5K - $11K
|
1.88K
$207K
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-100- 0.89% |
$10.5K - $11K
|
11.1K
$1.23M
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-101- 4.86% |
$10.6K - $11.1K
|
1.98K
$218K
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-106- 3.09% |
$11.1K - $11.7K
|
3.32K
$366K
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
SELL
|
- |
-106- 1.3% |
$11.1K - $11.7K
|
8.06K
$888K
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-106- 2.58% |
$11.1K - $11.7K
|
4K
$440K
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-114- 4.32% |
$12K - $12.6K
|
2.53K
$278K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-114- 11.25% |
$12K - $12.6K
|
899
$99K
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-116- 1.86% |
$12.2K - $12.8K
|
6.1K
$672K
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-118- 3.56% |
$12.4K - $13K
|
3.2K
$352K
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-119- 5.47% |
$12.5K - $13.1K
|
2.06K
$226K
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-122- 5.43% |
$12.8K - $13.4K
|
2.12K
$234K
|
|
Feb 02, 2023
Q4 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-130- 4.88% |
$13.6K - $14.3K
|
2.53K
$279K
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-130- 30.16% |
$13.6K - $14.3K
|
301
$33.1K
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
SELL
|
- |
-135- 5.57% |
$14.2K - $14.9K
|
2.29K
$252K
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-139- 4.1% |
$14.6K - $15.3K
|
3.25K
$358K
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-150- 11.09% |
$15.7K - $16.5K
|
1.2K
$132K
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-152- 3.91% |
$15.9K - $16.7K
|
3.73K
$411K
|
|
Feb 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-159- 1.39% |
$16.7K - $17.5K
|
11.3K
$1.25M
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-165- 98.21% |
$17.3K - $18.2K
|
3
$330
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-166- 0.31% |
$17.4K - $18.3K
|
53.8K
$5.92M
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-166- 64.59% |
$17.4K - $18.3K
|
91
$10K
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-167- 7.21% |
$17.5K - $18.4K
|
2.15K
$237K
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-168Closed |
$17.6K - $18.5K
|
0
$0
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-173- 1.94% |
$18.1K - $19.1K
|
8.74K
$962K
|
|
Feb 09, 2023
Q4 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-175- 0.66% |
$18.4K - $19.3K
|
26.2K
$2.88M
|