Purchases and Sales Made in Q4 2023 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
804K+ 181.84% |
$82.1M - $86.8M
|
1.25M
$135M
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
633KNew |
$64.6M - $68.3M
|
633K
$68.5M
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
629K+ 1.97% |
$64.2M - $67.9M
|
32.6M
$3.53B
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
620K+ 14.15% |
$63.4M - $67M
|
5.01M
$542M
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
586KNew |
$59.9M - $63.3M
|
586K
$63.5M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
541K+ 7161.79% |
$55.2M - $58.4M
|
548K
$59.3M
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
372K+ 50.38% |
$38M - $40.2M
|
1.11M
$120M
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
289K+ 1900.79% |
$29.6M - $31.2M
|
305K
$33M
|
|
Feb 09, 2024
Q4 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
254KNew |
$25.9M - $27.4M
|
254K
$27.5M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
230KNew |
$23.5M - $24.8M
|
230K
$24.9M
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
229K+ 1123.05% |
$23.4M - $24.7M
|
249K
$27M
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
202KNew |
$20.6M - $21.8M
|
202K
$21.9M
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
172KNew |
$17.6M - $18.6M
|
172K
$18.6M
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
171K+ 88.49% |
$17.4M - $18.4M
|
363K
$39.3M
|
|
Feb 14, 2024
Q4 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
168KNew |
$17.2M - $18.1M
|
168K
$18.2M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
150K+ 257.57% |
$15.3M - $16.1M
|
208K
$22.5M
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
138K+ 92.34% |
$14.1M - $14.9M
|
288K
$31.2M
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
133KNew |
$13.6M - $14.4M
|
133K
$14.4M
|
|
Feb 09, 2024
Q4 2023
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
116KNew |
$11.9M - $12.5M
|
116K
$12.6M
|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
96.4KNew |
$9.84M - $10.4M
|
96.4K
$10.4M
|
|
Jan 31, 2024
Q4 2023
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
85.5K+ 31.99% |
$8.73M - $9.23M
|
353K
$38.2M
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
81KNew |
$8.27M - $8.74M
|
81K
$8.77M
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
75KNew |
$7.66M - $8.1M
|
75K
$8.12M
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
72.7K+ 347.01% |
$7.42M - $7.85M
|
93.6K
$10.1M
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
71.8K+ 37.45% |
$7.33M - $7.75M
|
264K
$28.5M
|
|
Jan 17, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
70.1KNew |
$7.16M - $7.57M
|
70.1K
$7.59M
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
66.4KNew |
$6.78M - $7.17M
|
66.4K
$7.19M
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
62.8K+ 265.73% |
$6.41M - $6.78M
|
86.4K
$9.36M
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
60K+ 2164.55% |
$6.12M - $6.47M
|
62.7K
$6.79M
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
59.9KNew |
$6.11M - $6.46M
|
59.9K
$6.48M
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
56.8K+ 544.65% |
$5.81M - $6.14M
|
67.3K
$7.28M
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
51.1K+ 18.97% |
$5.22M - $5.52M
|
320K
$34.7M
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
50.3K+ 21.51% |
$5.14M - $5.43M
|
284K
$30.8M
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
48.6K+ 172.05% |
$4.96M - $5.25M
|
76.8K
$8.32M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
48.3KNew |
$4.93M - $5.21M
|
48.3K
$5.22M
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
44.9KNew |
$4.59M - $4.85M
|
44.9K
$4.86M
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
42.9K+ 77.52% |
$4.38M - $4.63M
|
98.2K
$10.6M
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
42.7KNew |
$4.36M - $4.61M
|
42.7K
$4.62M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
40KNew |
$4.08M - $4.32M
|
40K
$4.33M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.8K+ 19.21% |
$4.07M - $4.3M
|
247K
$26.8M
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
39.2K+ 112034.29% |
$4M - $4.23M
|
39.2K
$4.25M
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
33K+ 143.77% |
$3.37M - $3.56M
|
55.9K
$6.05M
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
32.9K+ 1552.31% |
$3.36M - $3.56M
|
35.1K
$3.8M
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
32.6K+ 27.65% |
$3.33M - $3.52M
|
150K
$16.3M
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
27K+ 108.77% |
$2.75M - $2.91M
|
51.7K
$5.6M
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26.1K+ 2189.5% |
$2.66M - $2.82M
|
27.3K
$2.95M
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
25.5KNew |
$2.6M - $2.75M
|
25.5K
$2.76M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.1K+ 9.05% |
$2.46M - $2.6M
|
290K
$31.4M
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
23.4KNew |
$2.39M - $2.53M
|
23.4K
$2.54M
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
23.2KNew |
$2.37M - $2.51M
|
23.2K
$2.52M
|