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 02, 2024
Q4 2023
|
Florin Court Capital LLP
|
BUY
|
- |
8.4KNew |
$858K - $907K
|
8.4K
$912K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
8.39KNew |
$857K - $906K
|
8.39K
$911K
|
|
|
Feb 09, 2024
Q4 2023
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
8.38KNew |
$856K - $905K
|
8.38K
$910K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
8.3KNew |
$848K - $896K
|
8.3K
$901K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8.15KNew |
$832K - $880K
|
8.15K
$885K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
7.69KNew |
$785K - $830K
|
7.69K
$834K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7.64K+ 24654.84% |
$781K - $825K
|
7.67K
$833K
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
7.54K+ 9.31% |
$770K - $814K
|
88.5K
$9.61M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
7.19KNew |
$734K - $776K
|
7.19K
$780K
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
7KNew |
$715K - $756K
|
7K
$760K
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
6.94KNew |
$709K - $750K
|
6.94K
$754K
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
6.87KNew |
$701K - $741K
|
6.87K
$746K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
6.59K+ 29.1% |
$673K - $712K
|
29.3K
$3.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
6.53KNew |
$667K - $705K
|
6.53K
$709K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.48KNew |
$662K - $700K
|
6.48K
$704K
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
6.46K+ 46.53% |
$659K - $697K
|
20.3K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.03KNew |
$616K - $651K
|
6.03K
$655K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
6.01K+ 16251.35% |
$614K - $649K
|
6.05K
$657K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.93KNew |
$606K - $640K
|
5.93K
$644K
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
5.65KNew |
$577K - $610K
|
5.65K
$613K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
5.62K+ 13.12% |
$574K - $607K
|
48.5K
$5.26M
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.6K+ 8.03% |
$572K - $604K
|
75.3K
$8.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.54K+ 5.04% |
$566K - $598K
|
115K
$12.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.4K+ 6.32% |
$551K - $583K
|
90.9K
$9.87M
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
5.19KNew |
$529K - $560K
|
5.19K
$563K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.95K+ 7.26% |
$505K - $534K
|
73.1K
$7.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4.75KNew |
$485K - $513K
|
4.75K
$516K
|
|
|
Feb 06, 2024
Q4 2023
|
Smh Capital Advisors Inc
|
BUY
|
- |
4.74KNew |
$484K - $512K
|
4.74K
$515K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.71K+ 13850.0% |
$481K - $508K
|
4.74K
$515K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4.65KNew |
$475K - $502K
|
4.65K
$505K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.62K+ 73.68% |
$472K - $499K
|
10.9K
$1.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4.54KNew |
$464K - $490K
|
4.54K
$493K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.49K+ 27.74% |
$458K - $484K
|
20.7K
$2.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
4.24K+ 3.47% |
$433K - $458K
|
126K
$13.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.08K+ 20.28% |
$417K - $441K
|
24.2K
$2.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.02KNew |
$410K - $434K
|
4.02K
$436K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.95KNew |
$404K - $427K
|
3.95K
$429K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.89KNew |
$397K - $420K
|
3.89K
$422K
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
3.87KNew |
$395K - $417K
|
3.87K
$420K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.79KNew |
$387K - $409K
|
3.79K
$412K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.78K+ 37.5% |
$386K - $408K
|
13.9K
$1.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
3.76KNew |
$384K - $406K
|
3.76K
$408K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.72KNew |
$380K - $402K
|
3.72K
$404K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.64K+ 101.93% |
$372K - $393K
|
7.22K
$783K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3.64K+ 6.93% |
$372K - $393K
|
56.1K
$6.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3.63K+ 5.96% |
$370K - $392K
|
64.5K
$7.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.53K+ 119.89% |
$360K - $381K
|
6.47K
$702K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.51KNew |
$359K - $379K
|
3.51K
$381K
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.45KNew |
$353K - $373K
|
3.45K
$375K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.39KNew |
$346K - $366K
|
3.39K
$368K
|