Purchases and Sales Made in Q1 2023 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
74+ 0.5% |
$7.86K - $8.16K
|
14.7K
$1.63M
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
BUY
|
- |
70+ 3.06% |
$7.44K - $7.72K
|
2.36K
$261K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
69+ 17.92% |
$7.33K - $7.61K
|
454
$50.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
68+ 1.93% |
$7.22K - $7.5K
|
3.6K
$398K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
67+ 0.79% |
$7.12K - $7.39K
|
8.56K
$948K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
60New |
$6.37K - $6.62K
|
60
$6.65K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
55+ 0.55% |
$5.84K - $6.06K
|
9.99K
$1.11M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
53+ 1.32% |
$5.63K - $5.84K
|
4.06K
$450K
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
49New |
$5.21K - $5.4K
|
49
$5.43K
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
BUY
|
- |
40+ 0.35% |
$4.25K - $4.41K
|
11.4K
$1.26M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
38+ 8.39% |
$4.04K - $4.19K
|
491
$54.4K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
35New |
$3.72K - $3.86K
|
35
$3.88K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
31+ 0.14% |
$3.29K - $3.42K
|
21.9K
$2.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
31+ 1.49% |
$3.29K - $3.42K
|
2.11K
$234K
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
30+ 1.2% |
$3.19K - $3.31K
|
2.53K
$280K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
28New |
$2.97K - $3.09K
|
28
$3.1K
|
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
18New |
$1.91K - $1.98K
|
18
$1.99K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
16+ 0.61% |
$1.7K - $1.76K
|
2.66K
$294K
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
12+ 0.32% |
$1.27K - $1.32K
|
3.73K
$413K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
12New |
$1.27K - $1.32K
|
12
$1.33K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
9+ 0.88% |
$956 - $992
|
1.03K
$114K
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
6+ 0.01% |
$637 - $662
|
75.7K
$8.39M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3+ 30.0% |
$319 - $331
|
13
$1.44K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
3+ 0.13% |
$319 - $331
|
2.27K
$251K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
2+ 0.09% |
$212 - $221
|
2.2K
$243K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.62% |
$212 - $221
|
325
$36K
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
BUY
|
- |
1+ 0.43% |
$106 - $110
|
236
$26.1K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.03% |
$106 - $110
|
3.79K
$420K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
SELL
|
- |
-1- 4.0% |
$106 - $110
|
24
$2.66K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1- 0.02% |
$106 - $110
|
4.64K
$514K
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-1- 0.04% |
$106 - $110
|
2.25K
$249K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.22% |
$106 - $110
|
453
$50.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-4- 13.79% |
$425 - $441
|
25
$2.77K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-6- 0.17% |
$637 - $662
|
3.54K
$392K
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-6- 0.06% |
$637 - $662
|
10K
$1.11M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-9- 0.37% |
$956 - $992
|
2.43K
$269K
|
|
|
May 09, 2023
Q1 2023
|
Ghe, LLC
|
SELL
|
- |
-10- 0.26% |
$1.06K - $1.1K
|
3.78K
$419K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11- 12.09% |
$1.17K - $1.21K
|
80
$8.86K
|
|
|
Aug 13, 2025
Q1 2023
|
Stone X Group Inc.
|
SELL
|
- |
-14- 0.15% |
$1.49K - $1.54K
|
9.33K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-15- 0.16% |
$1.59K - $1.65K
|
9.51K
$1.05M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-16- 1.7% |
$1.7K - $1.76K
|
923
$102K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-17- 0.19% |
$1.81K - $1.87K
|
9K
$997K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-18- 0.38% |
$1.91K - $1.98K
|
4.75K
$527K
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-19- 0.8% |
$2.02K - $2.09K
|
2.35K
$260K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-22- 18.49% |
$2.34K - $2.43K
|
97
$10.7K
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-22- 0.83% |
$2.34K - $2.43K
|
2.63K
$292K
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-23- 0.85% |
$2.44K - $2.54K
|
2.68K
$297K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-24- 63.16% |
$2.55K - $2.65K
|
14
$1.55K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-25- 0.62% |
$2.66K - $2.76K
|
4K
$443K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-25- 1.23% |
$2.66K - $2.76K
|
2.01K
$222K
|
|