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 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.55K- 54.87% |
$362K - $383K
|
2.92K
$314K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-3.56K- 38.04% |
$363K - $384K
|
5.79K
$624K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.56K- 18.88% |
$363K - $384K
|
15.3K
$1.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.65K- 21.64% |
$373K - $394K
|
13.2K
$1.42M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.65K- 41.38% |
$373K - $394K
|
5.17K
$557K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.71K- 13.38% |
$379K - $401K
|
24K
$2.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.72K- 44.85% |
$380K - $402K
|
4.57K
$492K
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-3.75K- 15.56% |
$383K - $405K
|
20.4K
$2.19M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.77K- 10.33% |
$385K - $407K
|
32.7K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.77K- 10.33% |
$385K - $407K
|
32.7K
$3.52M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.78K- 67.13% |
$386K - $408K
|
1.85K
$199K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.8K- 10.35% |
$388K - $411K
|
33K
$3.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-3.82K- 44.67% |
$390K - $413K
|
4.73K
$509K
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-3.88K- 3.67% |
$396K - $419K
|
102K
$11M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-3.9K- 7.29% |
$398K - $421K
|
49.6K
$5.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.93K- 23.12% |
$401K - $424K
|
13.1K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.93K- 41.29% |
$402K - $425K
|
5.59K
$602K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.03K- 17.84% |
$411K - $435K
|
18.6K
$2M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-4.05K- 10.23% |
$413K - $437K
|
35.5K
$3.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-4.15K- 43.61% |
$424K - $449K
|
5.37K
$578K
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-4.19K- 27.47% |
$428K - $453K
|
11.1K
$1.19M
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-4.2K- 20.48% |
$429K - $453K
|
16.3K
$1.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.24K- 44.59% |
$433K - $457K
|
5.27K
$567K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4.25K- 63.17% |
$434K - $459K
|
2.48K
$267K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-4.29K- 7.83% |
$438K - $463K
|
50.5K
$5.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.32K- 4.46% |
$441K - $467K
|
92.7K
$9.97M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.36K- 26.7% |
$445K - $471K
|
12K
$1.29M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.42KClosed |
$451K - $477K
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.42K- 57.54% |
$451K - $477K
|
3.26K
$351K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4.48K- 93.48% |
$457K - $483K
|
312
$33.6K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-4.49K- 64.63% |
$458K - $484K
|
2.46K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.5K- 12.21% |
$460K - $486K
|
32.4K
$3.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-4.51K- 9.33% |
$461K - $487K
|
43.9K
$4.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.66K- 10.8% |
$476K - $504K
|
38.5K
$4.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-4.67K- 5.15% |
$476K - $504K
|
85.9K
$9.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-4.7K- 11.75% |
$480K - $507K
|
35.3K
$3.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.75K- 56.34% |
$485K - $513K
|
3.68K
$396K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.75K- 11.08% |
$485K - $513K
|
38.1K
$4.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.83K- 32.7% |
$494K - $522K
|
9.95K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-4.88K- 55.19% |
$499K - $527K
|
3.96K
$427K
|
|
|
Jan 30, 2024
Q4 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-4.9K- 42.24% |
$500K - $529K
|
6.7K
$721K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-4.94K- 41.61% |
$505K - $534K
|
6.94K
$747K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-4.97K- 7.35% |
$508K - $537K
|
62.6K
$6.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-5.02K- 60.3% |
$513K - $542K
|
3.3K
$356K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.12K- 11.29% |
$522K - $552K
|
40.2K
$4.33M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-5.14K- 40.74% |
$525K - $555K
|
7.48K
$806K
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-5.2K- 58.53% |
$531K - $562K
|
3.69K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-5.39K- 45.83% |
$550K - $581K
|
6.36K
$685K
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-5.67K- 58.75% |
$579K - $613K
|
3.98K
$429K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.87K- 10.95% |
$599K - $633K
|
47.7K
$5.14M
|