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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-398- 6.66% |
$40.6K - $43K
|
5.58K
$601K
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-399- 1.63% |
$40.7K - $43.1K
|
24.1K
$2.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-400- 3.1% |
$40.8K - $43.2K
|
12.5K
$1.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-400- 11.54% |
$40.8K - $43.2K
|
3.07K
$330K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-401- 17.16% |
$41K - $43.3K
|
1.94K
$208K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-405- 11.49% |
$41.4K - $43.7K
|
3.12K
$336K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-407- 12.01% |
$41.6K - $43.9K
|
2.98K
$321K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-419- 23.92% |
$42.8K - $45.2K
|
1.33K
$144K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-424- 18.06% |
$43.3K - $45.8K
|
1.92K
$207K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-440- 19.37% |
$44.9K - $47.5K
|
1.83K
$197K
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-445- 3.38% |
$45.4K - $48K
|
12.7K
$1.37M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-456- 2.44% |
$46.6K - $49.2K
|
18.2K
$1.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-460- 0.72% |
$47K - $49.7K
|
63.6K
$6.84M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-472- 0.2% |
$48.2K - $51K
|
236K
$25.4M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-477- 14.67% |
$48.7K - $51.5K
|
2.77K
$299K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-477- 2.84% |
$48.7K - $51.5K
|
16.3K
$1.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-488- 53.16% |
$49.8K - $52.7K
|
430
$46.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-490- 17.21% |
$50K - $52.9K
|
2.36K
$254K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-491- 33.45% |
$50.1K - $53K
|
977
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-494- 71.8% |
$50.4K - $53.3K
|
194
$20.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-499- 5.89% |
$51K - $53.9K
|
7.97K
$858K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-499- 14.32% |
$51K - $53.9K
|
2.99K
$321K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-500- 16.13% |
$51.1K - $54K
|
2.6K
$280K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-500- 20.0% |
$51.1K - $54K
|
2K
$215K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-509- 11.33% |
$52K - $55K
|
3.98K
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-511- 2.47% |
$52.2K - $55.2K
|
20.2K
$2.17M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-512- 6.52% |
$52.3K - $55.3K
|
7.35K
$791K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-517- 20.76% |
$52.8K - $55.8K
|
1.97K
$212K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-531- 11.07% |
$54.2K - $57.3K
|
4.27K
$459K
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-535- 2.96% |
$54.6K - $57.8K
|
17.5K
$1.89M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-535- 18.46% |
$54.6K - $57.8K
|
2.36K
$254K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-540- 51.92% |
$55.1K - $58.3K
|
500
$53.8K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-548- 11.06% |
$56K - $59.2K
|
4.41K
$475K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-563- 0.48% |
$57.5K - $60.8K
|
116K
$12.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-567- 2.45% |
$57.9K - $61.2K
|
22.6K
$2.43M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-568- 19.86% |
$58K - $61.3K
|
2.29K
$247K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-568- 12.03% |
$58K - $61.3K
|
4.15K
$447K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-570- 3.39% |
$58.2K - $61.5K
|
16.2K
$1.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-571- 11.52% |
$58.3K - $61.7K
|
4.39K
$472K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-587- 9.97% |
$59.9K - $63.4K
|
5.3K
$571K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-587- 9.42% |
$59.9K - $63.4K
|
5.64K
$608K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-597- 6.87% |
$61K - $64.5K
|
8.09K
$871K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-597- 9.96% |
$61K - $64.5K
|
5.4K
$581K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-600- 1.96% |
$61.3K - $64.8K
|
29.9K
$3.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-600- 10.29% |
$61.3K - $64.8K
|
5.23K
$563K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-606- 46.22% |
$61.9K - $65.4K
|
705
$75.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-610- 24.48% |
$62.3K - $65.9K
|
1.88K
$203K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-612- 2.76% |
$62.5K - $66.1K
|
21.6K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-620- 99.68% |
$63.3K - $66.9K
|
2
$215
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-631- 11.8% |
$64.4K - $68.1K
|
4.72K
$508K
|