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 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.51K- 5.84% |
$154K - $163K
|
24.3K
$2.62M
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.51K- 11.24% |
$155K - $163K
|
12K
$1.29M
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.51K- 19.12% |
$155K - $163K
|
6.4K
$689K
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.53K- 31.97% |
$156K - $165K
|
3.25K
$350K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.54K- 51.05% |
$157K - $166K
|
1.47K
$159K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.54K- 18.97% |
$157K - $166K
|
6.57K
$707K
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.56K- 33.1% |
$159K - $168K
|
3.15K
$339K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.58K- 9.07% |
$161K - $170K
|
15.8K
$1.7M
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.58K- 9.11% |
$161K - $171K
|
15.8K
$1.7M
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.58K- 21.04% |
$162K - $171K
|
5.94K
$640K
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.65K- 4.98% |
$169K - $179K
|
31.6K
$3.4M
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.68K- 17.13% |
$172K - $182K
|
8.14K
$876K
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.69K- 6.01% |
$173K - $183K
|
26.5K
$2.85M
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.7K- 24.93% |
$174K - $184K
|
5.12K
$551K
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.7K- 7.08% |
$174K - $184K
|
22.4K
$2.41M
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.72K- 3.34% |
$176K - $186K
|
49.8K
$5.36M
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.73K- 10.32% |
$177K - $187K
|
15.1K
$1.62M
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.75K- 22.76% |
$178K - $188K
|
5.92K
$637K
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.81K- 21.67% |
$184K - $195K
|
6.53K
$703K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.81K- 8.81% |
$185K - $196K
|
18.8K
$2.02M
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.81K- 24.99% |
$185K - $196K
|
5.44K
$586K
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.82K- 2.23% |
$186K - $196K
|
79.9K
$8.6M
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.84K- 20.68% |
$188K - $198K
|
7.05K
$759K
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.87K- 9.56% |
$190K - $201K
|
17.6K
$1.9M
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-1.88K- 11.89% |
$192K - $203K
|
13.9K
$1.5M
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.89K- 37.4% |
$192K - $204K
|
3.16K
$340K
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.91K- 7.05% |
$195K - $206K
|
25.2K
$2.71M
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.93K- 48.93% |
$197K - $208K
|
2.01K
$216K
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.93K- 9.19% |
$197K - $208K
|
19.1K
$2.05M
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.99K- 20.53% |
$203K - $215K
|
7.71K
$830K
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.01K- 12.11% |
$205K - $217K
|
14.6K
$1.57M
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-2.01K- 7.51% |
$206K - $217K
|
24.8K
$2.67M
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.02K- 49.77% |
$206K - $218K
|
2.03K
$219K
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2.02K- 32.15% |
$206K - $218K
|
4.27K
$459K
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-2.04K- 35.1% |
$208K - $220K
|
3.76K
$405K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.04K- 23.6% |
$209K - $220K
|
6.61K
$712K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-2.08K- 3.89% |
$212K - $224K
|
51.4K
$5.53M
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-2.1K- 32.17% |
$214K - $226K
|
4.42K
$476K
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-2.14K- 50.58% |
$218K - $231K
|
2.09K
$225K
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-2.14K- 13.37% |
$219K - $231K
|
13.9K
$1.49M
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.18K- 3.22% |
$222K - $235K
|
65.3K
$7.03M
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.27KClosed |
$232K - $245K
|
0
$0
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-2.28K- 15.15% |
$232K - $246K
|
12.7K
$1.37M
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.3K- 25.84% |
$235K - $248K
|
6.6K
$711K
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-2.31K- 99.14% |
$235K - $249K
|
20
$2.15K
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.33K- 3.43% |
$238K - $251K
|
65.4K
$7.04M
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-2.33K- 46.09% |
$238K - $252K
|
2.73K
$293K
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.35K- 12.65% |
$239K - $253K
|
16.2K
$1.74M
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.37K- 74.41% |
$242K - $256K
|
816
$87.9K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.39K- 3.75% |
$244K - $258K
|
61.3K
$6.6M
|