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
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.67K+ 42.82% |
$170K - $180K
|
5.56K
$604K
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.61K+ 13.7% |
$164K - $174K
|
13.3K
$1.45M
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.49K+ 12.43% |
$152K - $161K
|
13.5K
$1.46M
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.47K+ 7.82% |
$150K - $159K
|
20.3K
$2.2M
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.46K+ 18.49% |
$149K - $158K
|
9.35K
$1.02M
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.42K+ 5.98% |
$145K - $153K
|
25.1K
$2.73M
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
1.41K+ 34.46% |
$144K - $152K
|
5.5K
$597K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.36KNew |
$138K - $146K
|
1.36K
$147K
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.33K+ 24.06% |
$136K - $143K
|
6.84K
$743K
|
|
Feb 02, 2024
Q4 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
1.33K+ 17.55% |
$135K - $143K
|
8.88K
$964K
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.31K+ 3.65% |
$134K - $142K
|
37.3K
$4.05M
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.3K+ 11.06% |
$133K - $140K
|
13.1K
$1.42M
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.3K+ 11.06% |
$133K - $140K
|
13.1K
$1.42M
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.24K+ 31.96% |
$126K - $134K
|
5.11K
$554K
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
BUY
|
- |
1.23KNew |
$126K - $133K
|
1.23K
$134K
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.23KNew |
$126K - $133K
|
1.23K
$134K
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 12.18% |
$124K - $131K
|
11.2K
$1.21M
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.21K+ 6.47% |
$124K - $131K
|
19.9K
$2.17M
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.18K+ 24.2% |
$121K - $127K
|
6.06K
$658K
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
1.17K+ 3.73% |
$119K - $126K
|
32.5K
$3.53M
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.15K+ 17.09% |
$117K - $124K
|
7.86K
$853K
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.14K+ 39.57% |
$116K - $123K
|
4.01K
$435K
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
1.13K+ 6.19% |
$116K - $122K
|
19.4K
$2.11M
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.13K+ 2.4% |
$115K - $122K
|
48K
$5.21M
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 7.78% |
$114K - $120K
|
15.4K
$1.68M
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 9.19% |
$113K - $119K
|
13.1K
$1.42M
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.09K+ 6.63% |
$112K - $118K
|
17.6K
$1.91M
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.08K+ 11.28% |
$110K - $117K
|
10.7K
$1.16M
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.07KNew |
$109K - $116K
|
1.07K
$116K
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.06KNew |
$108K - $115K
|
1.06K
$115K
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.04K+ 33.91% |
$106K - $112K
|
4.11K
$446K
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
1K+ 10.77% |
$102K - $108K
|
10.3K
$1.12M
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
997+ 9.82% |
$102K - $108K
|
11.2K
$1.21M
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
985+ 6.53% |
$101K - $106K
|
16.1K
$1.74M
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
975New |
$99.6K - $105K
|
975
$106K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
968+ 11.56% |
$98.9K - $105K
|
9.35K
$1.01M
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
962New |
$98.2K - $104K
|
962
$104K
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
930+ 1.55% |
$95K - $100K
|
61K
$6.62M
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
893+ 8.72% |
$91.2K - $96.4K
|
11.1K
$1.21M
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
887+ 34.55% |
$90.6K - $95.8K
|
3.45K
$375K
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
843+ 14.12% |
$86.1K - $91K
|
6.81K
$740K
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
805+ 23.79% |
$82.2K - $86.9K
|
4.19K
$455K
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
797+ 35.28% |
$81.4K - $86.1K
|
3.06K
$332K
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
796New |
$81.3K - $85.9K
|
796
$86.4K
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
760+ 0.94% |
$77.6K - $82.1K
|
81.4K
$8.83M
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
756+ 25.97% |
$77.2K - $81.6K
|
3.67K
$398K
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
684New |
$69.9K - $73.9K
|
684
$74.3K
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
682+ 1794.74% |
$69.6K - $73.6K
|
720
$78.2K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
679New |
$69.3K - $73.3K
|
679
$73.7K
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
647+ 0.33% |
$66.1K - $69.9K
|
195K
$21.2M
|