Purchases and Sales Made in Q3 2021 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
850New |
$108K - $111K
|
850
$91.8K
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
841+ 462.09% |
$107K - $110K
|
1.02K
$110K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
838+ 9.26% |
$107K - $109K
|
9.89K
$1.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
835+ 23.03% |
$106K - $109K
|
4.46K
$482K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
834+ 3.49% |
$106K - $109K
|
24.7K
$2.67M
|
|
|
Oct 20, 2021
Q3 2021
|
Clarity Financial LLC
|
BUY
|
- |
833+ 34.21% |
$106K - $109K
|
3.27K
$353K
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
829+ 11.0% |
$106K - $108K
|
8.37K
$904K
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
BUY
|
- |
818+ 1.31% |
$104K - $107K
|
63.1K
$6.82M
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
806+ 12.14% |
$103K - $105K
|
7.44K
$804K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
777+ 14.36% |
$98.9K - $101K
|
6.19K
$668K
|
|
|
Nov 15, 2021
Q3 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
747+ 4.64% |
$95.1K - $97.6K
|
16.9K
$1.82M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
737+ 3.4% |
$93.8K - $96.3K
|
22.4K
$2.42M
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
BUY
|
- |
735+ 2.52% |
$93.6K - $96K
|
29.9K
$3.23M
|
|
|
Nov 01, 2021
Q3 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
721+ 3.36% |
$91.8K - $94.2K
|
22.2K
$2.4M
|
|
|
Jul 28, 2022
Q3 2021
|
Capital Financial Services, LLC
|
BUY
|
- |
713+ 6.24% |
$90.8K - $93.1K
|
12.1K
$1.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
691+ 2.77% |
$88K - $90.3K
|
25.6K
$2.77M
|
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
BUY
|
- |
670+ 18.04% |
$85.3K - $87.5K
|
4.38K
$474K
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
655+ 29.15% |
$83.4K - $85.5K
|
2.9K
$313K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
653+ 34.35% |
$83.1K - $85.3K
|
2.55K
$276K
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
651+ 15.19% |
$82.9K - $85K
|
4.94K
$533K
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
625+ 7.52% |
$79.6K - $81.6K
|
8.93K
$965K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
617+ 25.14% |
$78.5K - $80.6K
|
3.07K
$332K
|
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
586+ 5.35% |
$74.6K - $76.5K
|
11.5K
$1.25M
|
|
|
Nov 09, 2021
Q3 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
583New |
$74.2K - $76.1K
|
583
$63K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
578New |
$73.6K - $75.5K
|
578
$62.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
576+ 0.74% |
$73.3K - $75.2K
|
78.4K
$8.47M
|
|
|
Oct 18, 2021
Q3 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
574+ 1.24% |
$73.1K - $75K
|
46.9K
$5.06M
|
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
566+ 3.56% |
$72.1K - $73.9K
|
16.5K
$1.78M
|
|
|
Oct 14, 2021
Q3 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
559+ 1.18% |
$71.2K - $73K
|
48K
$5.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
552+ 19.14% |
$70.3K - $72.1K
|
3.44K
$371K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
542New |
$69K - $70.8K
|
542
$58.5K
|
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
542+ 1.64% |
$69K - $70.8K
|
33.6K
$3.63M
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
541+ 11.14% |
$68.9K - $70.7K
|
5.4K
$583K
|
|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
533+ 25.24% |
$67.9K - $69.6K
|
2.65K
$286K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
530+ 12.1% |
$67.5K - $69.2K
|
4.91K
$530K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
518+ 119.91% |
$65.9K - $67.7K
|
950
$103K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
517+ 7.28% |
$65.8K - $67.5K
|
7.62K
$823K
|
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
515+ 1.01% |
$65.6K - $67.3K
|
51.5K
$5.56M
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
514+ 31.91% |
$65.4K - $67.1K
|
2.13K
$230K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
507+ 70.91% |
$64.5K - $66.2K
|
1.22K
$132K
|
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
BUY
|
- |
490+ 4.94% |
$62.4K - $64K
|
10.4K
$1.12M
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
487+ 1.88% |
$62K - $63.6K
|
26.4K
$2.85M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
486+ 8.34% |
$61.9K - $63.5K
|
6.32K
$682K
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
482+ 13.36% |
$61.4K - $63K
|
4.09K
$442K
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
481+ 6.41% |
$61.2K - $62.8K
|
7.98K
$862K
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
477+ 9.8% |
$60.7K - $62.3K
|
5.35K
$577K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
474+ 7.74% |
$60.3K - $61.9K
|
6.6K
$713K
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
470+ 5.41% |
$59.8K - $61.4K
|
9.15K
$989K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
468New |
$59.6K - $61.1K
|
468
$50.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
464+ 30.83% |
$59.1K - $60.6K
|
1.97K
$213K
|