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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-193- 1.6% |
$19.7K - $20.8K
|
11.9K
$1.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-198- 2.29% |
$20.2K - $21.4K
|
8.43K
$908K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-200- 8.97% |
$20.4K - $21.6K
|
2.03K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-205- 15.2% |
$20.9K - $22.1K
|
1.14K
$123K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-207- 8.45% |
$21.1K - $22.3K
|
2.24K
$241K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-216- 4.7% |
$22.1K - $23.3K
|
4.38K
$471K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-216- 4.7% |
$22.1K - $23.3K
|
4.38K
$471K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-219- 8.97% |
$22.4K - $23.6K
|
2.22K
$239K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-220- 44.81% |
$22.5K - $23.8K
|
271
$29.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-220- 9.59% |
$22.5K - $23.8K
|
2.07K
$223K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-224- 2.57% |
$22.9K - $24.2K
|
8.48K
$913K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-225- 1.31% |
$23K - $24.3K
|
16.9K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-226- 2.44% |
$23.1K - $24.4K
|
9.04K
$973K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-228- 55.47% |
$23.3K - $24.6K
|
183
$19.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-230- 8.17% |
$23.5K - $24.8K
|
2.59K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-230- 7.12% |
$23.5K - $24.8K
|
3K
$323K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-236- 3.41% |
$24.1K - $25.5K
|
6.69K
$720K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-239- 9.53% |
$24.4K - $25.8K
|
2.27K
$244K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-247- 1.25% |
$25.2K - $26.7K
|
19.6K
$2.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-248- 99.6% |
$25.3K - $26.8K
|
1
$108
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-250- 1.47% |
$25.5K - $27K
|
16.8K
$1.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-253- 2.39% |
$25.8K - $27.3K
|
10.3K
$1.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-253- 5.18% |
$25.8K - $27.3K
|
4.63K
$499K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-263- 11.14% |
$26.9K - $28.4K
|
2.1K
$226K
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-272- 5.58% |
$27.8K - $29.4K
|
4.6K
$495K
|
|
|
Jan 10, 2024
Q4 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-275- 3.48% |
$28.1K - $29.7K
|
7.63K
$821K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-278- 5.87% |
$28.4K - $30K
|
4.46K
$480K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-282- 5.17% |
$28.8K - $30.4K
|
5.17K
$557K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-292- 7.29% |
$29.8K - $31.5K
|
3.71K
$400K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-300- 6.9% |
$30.6K - $32.4K
|
4.05K
$436K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-300- 2.45% |
$30.6K - $32.4K
|
12K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-302- 10.68% |
$30.8K - $32.6K
|
2.53K
$272K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-311- 2.02% |
$31.8K - $33.6K
|
15.1K
$1.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-316- 0.5% |
$32.3K - $34.1K
|
63K
$6.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-321- 12.6% |
$32.8K - $34.7K
|
2.23K
$240K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-322- 3.28% |
$32.9K - $34.8K
|
9.51K
$1.02M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-323- 7.0% |
$33K - $34.9K
|
4.29K
$462K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-328- 10.07% |
$33.5K - $35.4K
|
2.93K
$315K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-335- 11.77% |
$34.2K - $36.2K
|
2.51K
$270K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-340- 7.82% |
$34.7K - $36.7K
|
4.01K
$432K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-344- 0.96% |
$35.1K - $37.1K
|
35.5K
$3.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-349- 79.68% |
$35.6K - $37.7K
|
89
$9.58K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-350- 12.82% |
$35.7K - $37.8K
|
2.38K
$256K
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-350- 14.91% |
$35.7K - $37.8K
|
2K
$215K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-355- 6.99% |
$36.3K - $38.3K
|
4.72K
$508K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-366- 11.55% |
$37.4K - $39.5K
|
2.8K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-373- 1.34% |
$38.1K - $40.3K
|
27.4K
$2.95M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-374- 6.49% |
$38.2K - $40.4K
|
5.39K
$580K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-385- 8.92% |
$39.3K - $41.6K
|
3.93K
$423K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-393- 10.78% |
$40.1K - $42.4K
|
3.25K
$350K
|