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 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
627+ 10.93% |
$64K - $67.7K
|
6.36K
$691K
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
625+ 24.36% |
$63.8K - $67.5K
|
3.19K
$346K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
608New |
$62.1K - $65.6K
|
608
$66K
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
600New |
$61.3K - $64.8K
|
600
$65.1K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
590+ 3.06% |
$60.3K - $63.7K
|
19.9K
$2.16M
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
570New |
$58.2K - $61.5K
|
570
$61.9K
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
560+ 24.25% |
$57.2K - $60.5K
|
2.87K
$311K
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
556+ 11.6% |
$56.8K - $60K
|
5.35K
$581K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
540+ 818.18% |
$55.1K - $58.3K
|
606
$65.8K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
503+ 50300.0% |
$51.4K - $54.3K
|
504
$54.7K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
493New |
$50.3K - $53.2K
|
493
$53.5K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
479New |
$48.9K - $51.7K
|
479
$52K
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
BUY
|
- |
460+ 5.97% |
$47K - $49.7K
|
8.16K
$886K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
447+ 0.54% |
$45.6K - $48.3K
|
83.8K
$9.1M
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
444+ 1.55% |
$45.3K - $47.9K
|
29.1K
$3.16M
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
392+ 509.09% |
$40K - $42.3K
|
469
$50.9K
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
375+ 37.28% |
$38.3K - $40.5K
|
1.38K
$150K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
373New |
$38.1K - $40.3K
|
373
$40.5K
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
367New |
$37.5K - $39.6K
|
367
$39.8K
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
327+ 4.26% |
$33.4K - $35.3K
|
8K
$868K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
326+ 5.38% |
$33.3K - $35.2K
|
6.39K
$694K
|
|
Jan 08, 2024
Q4 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
324+ 2.23% |
$33.1K - $35K
|
14.9K
$1.62M
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
306+ 14.91% |
$31.2K - $33K
|
2.36K
$256K
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
303+ 1.58% |
$30.9K - $32.7K
|
19.5K
$2.12M
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
302New |
$30.8K - $32.6K
|
302
$32.8K
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
300+ 15.96% |
$30.6K - $32.4K
|
2.18K
$237K
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
275+ 4.09% |
$28.1K - $29.7K
|
6.99K
$759K
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
265+ 11.18% |
$27.1K - $28.6K
|
2.64K
$286K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
262+ 43.02% |
$26.8K - $28.3K
|
871
$94.6K
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
260+ 100.0% |
$26.6K - $28.1K
|
520
$56.5K
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
254New |
$25.9K - $27.4K
|
254
$27.6K
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
246+ 11.15% |
$25.1K - $26.6K
|
2.45K
$266K
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
231+ 3.89% |
$23.6K - $24.9K
|
6.16K
$669K
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
227+ 1.36% |
$23.2K - $24.5K
|
17K
$1.84M
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
224New |
$22.9K - $24.2K
|
224
$24.3K
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
220+ 9.35% |
$22.5K - $23.8K
|
2.57K
$279K
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
205New |
$20.9K - $22.1K
|
205
$22.3K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
188+ 108.67% |
$19.2K - $20.3K
|
361
$39.2K
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
177+ 59.2% |
$18.1K - $19.1K
|
476
$51.7K
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
175New |
$17.9K - $18.9K
|
175
$19K
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
174+ 3.92% |
$17.8K - $18.8K
|
4.61K
$501K
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
173+ 6.13% |
$17.7K - $18.7K
|
3K
$325K
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
162New |
$16.5K - $17.5K
|
162
$17.6K
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
162+ 6.04% |
$16.5K - $17.5K
|
2.84K
$309K
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
162+ 3.55% |
$16.5K - $17.5K
|
4.72K
$513K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
151New |
$15.4K - $16.3K
|
151
$16.4K
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
150+ 1.31% |
$15.3K - $16.2K
|
11.6K
$1.26M
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
140New |
$14.3K - $15.1K
|
140
$15.2K
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
138New |
$14.1K - $14.9K
|
138
$15K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
129New |
$13.2K - $13.9K
|
129
$14K
|