Purchases and Sales Made in Q4 2022 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q4 2022. 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, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.31K- 7.29% |
$138K - $145K
|
16.7K
$1.77M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-1.35K- 1.7% |
$141K - $149K
|
77.9K
$8.28M
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-1.36K- 11.71% |
$142K - $150K
|
10.2K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.37K- 54.34% |
$144K - $151K
|
1.15K
$122K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-1.38K- 49.69% |
$145K - $152K
|
1.4K
$149K
|
|
|
Feb 09, 2023
Q4 2022
|
Independent Family Office, LLC
|
SELL
|
- |
-1.4K- 2.75% |
$147K - $154K
|
49.5K
$5.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.4K- 76.36% |
$147K - $154K
|
434
$46.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.43K- 18.04% |
$149K - $157K
|
6.47K
$688K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.44K- 40.08% |
$151K - $159K
|
2.15K
$228K
|
|
|
Jan 12, 2023
Q4 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.44K- 3.71% |
$151K - $159K
|
37.4K
$3.97M
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.44K- 20.73% |
$151K - $159K
|
5.51K
$586K
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.47K- 14.15% |
$154K - $162K
|
8.92K
$947K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.48K- 4.49% |
$155K - $163K
|
31.5K
$3.34M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.5K- 34.83% |
$157K - $165K
|
2.8K
$297K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.5K- 30.96% |
$157K - $165K
|
3.34K
$354K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.51K- 42.02% |
$158K - $166K
|
2.08K
$221K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.51K- 30.09% |
$159K - $167K
|
3.52K
$373K
|
|
|
Feb 02, 2023
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.52K- 23.35% |
$160K - $168K
|
5K
$531K
|
|
|
Jan 25, 2023
Q4 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-1.53K- 3.79% |
$160K - $168K
|
38.8K
$4.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.53K- 18.24% |
$161K - $169K
|
6.86K
$728K
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.53K- 31.44% |
$161K - $169K
|
3.34K
$355K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.56K- 7.36% |
$163K - $171K
|
19.6K
$2.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-1.56K- 11.66% |
$163K - $172K
|
11.8K
$1.25M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-1.57K- 2.76% |
$165K - $173K
|
55.4K
$5.89M
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 29.59% |
$168K - $176K
|
3.8K
$404K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.61K- 5.35% |
$169K - $177K
|
28.5K
$3.03M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.63K- 5.44% |
$171K - $179K
|
28.3K
$3M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.64K- 36.94% |
$172K - $181K
|
2.8K
$297K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-1.66K- 18.83% |
$174K - $183K
|
7.14K
$759K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.66K- 11.7% |
$174K - $183K
|
12.5K
$1.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.66K- 25.5% |
$174K - $183K
|
4.85K
$515K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.66K- 25.5% |
$174K - $183K
|
4.85K
$515K
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.66K- 35.46% |
$175K - $183K
|
3.03K
$322K
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.67K- 13.18% |
$175K - $184K
|
11K
$1.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.7K- 29.05% |
$178K - $187K
|
4.14K
$440K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-1.7K- 4.51% |
$179K - $188K
|
36K
$3.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.72K- 81.67% |
$180K - $189K
|
385
$40.9K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-1.74K- 19.21% |
$182K - $192K
|
7.31K
$777K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-1.74K- 40.14% |
$182K - $192K
|
2.59K
$275K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.77K- 19.13% |
$185K - $195K
|
7.47K
$793K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.78K- 94.39% |
$187K - $197K
|
106
$11.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.79K- 27.29% |
$188K - $198K
|
4.78K
$508K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.79K- 15.52% |
$188K - $198K
|
9.76K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.8K- 32.52% |
$188K - $198K
|
3.72K
$396K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.82K- 7.01% |
$191K - $201K
|
24.2K
$2.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.82K- 74.31% |
$191K - $201K
|
630
$66.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.82K- 25.65% |
$191K - $201K
|
5.29K
$562K
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.86K- 95.77% |
$195K - $204K
|
82
$8.71K
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.87K- 7.07% |
$196K - $206K
|
24.5K
$2.61M
|
|
|
Jan 24, 2023
Q4 2022
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-1.9K- 27.74% |
$199K - $209K
|
4.95K
$526K
|