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 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-6K- 50.68% |
$613K - $648K
|
5.84K
$629K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-6.01K- 31.94% |
$614K - $649K
|
12.8K
$1.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-6.03K- 60.59% |
$615K - $651K
|
3.92K
$422K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-6.16K- 31.82% |
$629K - $665K
|
13.2K
$1.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-6.19K- 16.87% |
$632K - $668K
|
30.5K
$3.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.3K- 27.36% |
$643K - $680K
|
16.7K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6.39K- 20.18% |
$653K - $690K
|
25.3K
$2.72M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-6.45K- 14.08% |
$659K - $696K
|
39.4K
$4.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-6.63K- 26.89% |
$677K - $715K
|
18K
$1.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6.82K- 46.68% |
$697K - $737K
|
7.8K
$839K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-6.88K- 43.19% |
$702K - $743K
|
9.05K
$974K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-6.89K- 99.62% |
$703K - $744K
|
26
$2.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-6.94K- 17.28% |
$708K - $749K
|
33.2K
$3.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.95K- 72.11% |
$710K - $751K
|
2.69K
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.97K- 10.04% |
$711K - $752K
|
62.4K
$6.72M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-7.08K- 54.53% |
$723K - $765K
|
5.91K
$636K
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-7.1K- 57.26% |
$725K - $767K
|
5.3K
$571K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.12K- 2.75% |
$727K - $769K
|
252K
$27.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-7.21K- 17.87% |
$736K - $778K
|
33.1K
$3.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-7.28K- 36.59% |
$743K - $785K
|
12.6K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.31K- 6.47% |
$746K - $789K
|
106K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.48K- 95.67% |
$764K - $808K
|
339
$36.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-7.57K- 2.53% |
$773K - $817K
|
292K
$31.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.68K- 40.85% |
$784K - $829K
|
11.1K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.9K- 7.06% |
$806K - $853K
|
104K
$11.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-7.97K- 54.55% |
$814K - $861K
|
6.64K
$715K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-8.04K- 75.94% |
$821K - $868K
|
2.55K
$274K
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-8.09K- 98.69% |
$826K - $873K
|
107
$11.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.24K- 24.27% |
$842K - $890K
|
25.7K
$2.77M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-8.25K- 18.15% |
$843K - $891K
|
37.2K
$4.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-8.35K- 26.15% |
$852K - $901K
|
23.6K
$2.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-8.44K- 48.75% |
$862K - $911K
|
8.87K
$955K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-8.45K- 14.16% |
$863K - $912K
|
51.2K
$5.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-8.5K- 54.92% |
$868K - $918K
|
6.98K
$751K
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-8.59K- 42.77% |
$877K - $927K
|
11.5K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-8.86K- 22.62% |
$905K - $957K
|
30.3K
$3.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-8.91K- 58.43% |
$910K - $962K
|
6.34K
$682K
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-9.24K- 18.4% |
$944K - $998K
|
41K
$4.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-9.29K- 99.77% |
$949K - $1M
|
21
$2.26K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-9.5K- 41.37% |
$970K - $1.03M
|
13.5K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.66K- 30.16% |
$986K - $1.04M
|
22.4K
$2.41M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-9.87K- 14.74% |
$1.01M - $1.07M
|
57.1K
$6.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-10.2K- 58.86% |
$1.04M - $1.1M
|
7.14K
$769K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10.2K- 14.9% |
$1.05M - $1.11M
|
58.5K
$6.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-10.4K- 6.15% |
$1.07M - $1.13M
|
159K
$17.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-10.6K- 71.39% |
$1.08M - $1.14M
|
4.23K
$455K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-10.8K- 46.58% |
$1.1M - $1.16M
|
12.3K
$1.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-11.2K- 36.12% |
$1.14M - $1.21M
|
19.8K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.2K- 12.9% |
$1.15M - $1.21M
|
75.8K
$8.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-11.6K- 10.17% |
$1.18M - $1.25M
|
102K
$11M
|