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
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-2.4K- 21.35% |
$245K - $260K
|
8.86K
$954K
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-2.43K- 11.67% |
$249K - $263K
|
18.4K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.44K- 3.02% |
$249K - $263K
|
78.2K
$8.42M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-2.44K- 16.34% |
$249K - $264K
|
12.5K
$1.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.45K- 17.4% |
$250K - $265K
|
11.6K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.46K- 11.7% |
$251K - $265K
|
18.6K
$2M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.46K- 25.97% |
$252K - $266K
|
7.02K
$756K
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-2.47K- 18.46% |
$252K - $267K
|
10.9K
$1.18M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.5K- 48.87% |
$255K - $270K
|
2.61K
$281K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.53K- 12.08% |
$258K - $273K
|
18.4K
$1.98M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-2.53K- 15.53% |
$259K - $273K
|
13.8K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.57K- 13.47% |
$262K - $277K
|
16.5K
$1.78M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-2.58K- 23.09% |
$263K - $278K
|
8.58K
$924K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.58K- 5.47% |
$263K - $278K
|
44.5K
$4.79M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.6K- 10.29% |
$265K - $280K
|
22.6K
$2.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.61K- 7.92% |
$267K - $282K
|
30.4K
$3.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.65K- 9.98% |
$271K - $286K
|
23.9K
$2.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.66K- 23.01% |
$271K - $287K
|
8.89K
$957K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-2.66K- 51.51% |
$272K - $287K
|
2.51K
$270K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.68K- 14.5% |
$273K - $289K
|
15.8K
$1.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-2.69K- 57.25% |
$274K - $290K
|
2.01K
$216K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.77K- 14.45% |
$283K - $299K
|
16.4K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.8K- 46.09% |
$286K - $303K
|
3.28K
$353K
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.82K- 7.32% |
$288K - $304K
|
35.7K
$3.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.85K- 28.32% |
$291K - $308K
|
7.22K
$777K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.87K- 13.11% |
$293K - $310K
|
19K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.89K- 10.04% |
$295K - $312K
|
25.9K
$2.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.89K- 41.16% |
$295K - $312K
|
4.14K
$445K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.9K- 63.77% |
$296K - $313K
|
1.65K
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.92K- 31.34% |
$298K - $316K
|
6.4K
$689K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-2.95K- 35.78% |
$301K - $319K
|
5.3K
$570K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.97K- 53.69% |
$303K - $321K
|
2.56K
$276K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3K- 17.73% |
$306K - $324K
|
13.9K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3K- 99.83% |
$306K - $324K
|
5
$538
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3K- 3.13% |
$306K - $324K
|
92.9K
$10M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-3.02K- 25.37% |
$309K - $327K
|
8.9K
$958K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.06K- 13.83% |
$312K - $330K
|
19K
$2.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3.09K- 15.42% |
$315K - $333K
|
16.9K
$1.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.12K- 48.09% |
$318K - $337K
|
3.37K
$362K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.15K- 92.07% |
$321K - $340K
|
271
$29.2K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-3.19K- 29.31% |
$326K - $345K
|
7.7K
$829K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.22K- 18.44% |
$329K - $348K
|
14.2K
$1.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-3.24K- 28.53% |
$331K - $350K
|
8.12K
$874K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.25K- 34.43% |
$332K - $351K
|
6.19K
$667K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.27K- 2.87% |
$334K - $353K
|
110K
$11.9M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-3.33K- 38.29% |
$340K - $360K
|
5.37K
$578K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-3.34K- 55.15% |
$341K - $361K
|
2.72K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-3.42K- 8.06% |
$349K - $369K
|
39K
$4.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-3.45K- 46.42% |
$353K - $373K
|
3.99K
$429K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.51K- 20.18% |
$358K - $378K
|
13.9K
$1.49M
|