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 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-641- 1.23% |
$65.5K - $69.2K
|
51.4K
$5.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-642- 8.68% |
$65.6K - $69.3K
|
6.75K
$727K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-645- 86.81% |
$65.9K - $69.6K
|
98
$10.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-648- 25.69% |
$66.2K - $70K
|
1.87K
$202K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-648- 0.77% |
$66.2K - $70K
|
83.6K
$9M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-652- 10.16% |
$66.6K - $70.4K
|
5.77K
$621K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-657- 15.0% |
$67.1K - $70.9K
|
3.72K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-663- 17.85% |
$67.7K - $71.6K
|
3.05K
$328K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-671- 5.27% |
$68.5K - $72.4K
|
12.1K
$1.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-687- 4.35% |
$70.2K - $74.2K
|
15.1K
$1.62M
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-718- 17.5% |
$73.3K - $77.5K
|
3.39K
$365K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-723- 9.09% |
$73.8K - $78.1K
|
7.23K
$778K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-730- 2.6% |
$74.5K - $78.8K
|
27.3K
$2.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-746- 18.53% |
$76.2K - $80.5K
|
3.28K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-753- 28.4% |
$76.9K - $81.3K
|
1.9K
$204K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-768- 15.57% |
$78.4K - $82.9K
|
4.17K
$448K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-785- 10.73% |
$80.2K - $84.8K
|
6.53K
$703K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-804- 26.43% |
$82.1K - $86.8K
|
2.24K
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-805- 5.88% |
$82.2K - $86.9K
|
12.9K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-815- 46.2% |
$83.2K - $88K
|
949
$102K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-827- 4.7% |
$84.5K - $89.3K
|
16.8K
$1.81M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-834- 36.48% |
$85.2K - $90K
|
1.45K
$156K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-834- 36.48% |
$85.2K - $90K
|
1.45K
$156K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-850- 8.59% |
$86.8K - $91.8K
|
9.05K
$974K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-858- 5.06% |
$87.6K - $92.6K
|
16.1K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-865- 1.24% |
$88.3K - $93.4K
|
69.1K
$7.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-869- 11.6% |
$88.7K - $93.8K
|
6.62K
$713K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-871- 0.84% |
$88.9K - $94K
|
103K
$11.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-872- 1.76% |
$89K - $94.1K
|
48.8K
$5.25M
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-877- 85.73% |
$89.6K - $94.7K
|
146
$15.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-882- 3.83% |
$90.1K - $95.2K
|
22.1K
$2.38M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-890- 9.52% |
$90.9K - $96.1K
|
8.46K
$911K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-900- 32.26% |
$91.9K - $97.2K
|
1.89K
$203K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-900- 33.26% |
$91.9K - $97.2K
|
1.81K
$194K
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-901- 10.93% |
$92K - $97.3K
|
7.35K
$791K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-920- 17.92% |
$94K - $99.3K
|
4.21K
$454K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-923- 13.14% |
$94.3K - $99.7K
|
6.1K
$657K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-930- 7.31% |
$95K - $100K
|
11.8K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-935- 21.89% |
$95.5K - $101K
|
3.34K
$359K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-944- 57.53% |
$96.4K - $102K
|
697
$75K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-946- 28.85% |
$96.6K - $102K
|
2.33K
$251K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-949- 16.84% |
$96.9K - $102K
|
4.69K
$504K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-966- 19.22% |
$98.6K - $104K
|
4.06K
$437K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-972- 11.0% |
$99.3K - $105K
|
7.86K
$847K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-973- 27.51% |
$99.4K - $105K
|
2.56K
$276K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-974- 11.36% |
$99.5K - $105K
|
7.6K
$819K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-983- 10.21% |
$100K - $106K
|
8.64K
$930K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.01K- 3.06% |
$103K - $109K
|
31.9K
$3.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.01K- 20.02% |
$103K - $109K
|
4.03K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.02K- 5.82% |
$104K - $110K
|
16.6K
$1.78M
|