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 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-2.77K- 32.34% |
$290K - $305K
|
5.79K
$615K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.81K- 14.86% |
$295K - $309K
|
16.1K
$1.71M
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.81K- 42.26% |
$295K - $310K
|
3.84K
$408K
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-2.85K- 1.78% |
$299K - $314K
|
158K
$16.7M
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
SELL
|
- |
-2.85K- 42.39% |
$299K - $314K
|
3.88K
$412K
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.86K- 8.01% |
$300K - $315K
|
32.8K
$3.49M
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.87K- 14.15% |
$301K - $316K
|
17.4K
$1.85M
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.9K- 47.82% |
$304K - $319K
|
3.16K
$336K
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.9K- 8.37% |
$304K - $320K
|
31.8K
$3.37M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.91K- 14.41% |
$305K - $321K
|
17.3K
$1.84M
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
SELL
|
- |
-2.94K- 20.54% |
$309K - $324K
|
11.4K
$1.21M
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-2.99K- 5.47% |
$313K - $329K
|
51.6K
$5.48M
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.99K- 23.98% |
$314K - $330K
|
9.49K
$1.01M
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-3.02K- 21.44% |
$317K - $333K
|
11.1K
$1.18M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.04K- 37.07% |
$319K - $335K
|
5.15K
$547K
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.04K- 15.23% |
$319K - $335K
|
16.9K
$1.8M
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.05K- 10.45% |
$320K - $336K
|
26.1K
$2.78M
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-3.06K- 25.96% |
$321K - $337K
|
8.73K
$927K
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.1K- 50.95% |
$325K - $341K
|
2.98K
$317K
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-3.1K- 57.97% |
$325K - $341K
|
2.25K
$239K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.11K- 31.07% |
$326K - $343K
|
6.9K
$733K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.15K- 7.74% |
$330K - $347K
|
37.6K
$3.99M
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-3.18K- 25.92% |
$333K - $350K
|
9.08K
$964K
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.22KClosed |
$337K - $354K
|
0
$0
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-3.23K- 26.56% |
$339K - $356K
|
8.92K
$948K
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-3.3K- 20.01% |
$346K - $363K
|
13.2K
$1.4M
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-3.35K- 18.38% |
$351K - $369K
|
14.9K
$1.58M
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.39K- 11.14% |
$356K - $374K
|
27.1K
$2.88M
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-3.41K- 51.67% |
$357K - $375K
|
3.19K
$338K
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3.41K- 9.98% |
$358K - $376K
|
30.8K
$3.27M
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-3.42K- 59.06% |
$359K - $377K
|
2.37K
$252K
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-3.5K- 39.26% |
$367K - $386K
|
5.42K
$575K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.52K- 31.2% |
$369K - $388K
|
7.77K
$825K
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.54K- 8.6% |
$371K - $390K
|
37.6K
$3.99M
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.56K- 64.33% |
$373K - $392K
|
1.97K
$209K
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-3.58K- 23.7% |
$376K - $395K
|
11.5K
$1.22M
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.59K- 90.64% |
$377K - $396K
|
371
$39.4K
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.6K- 39.53% |
$377K - $396K
|
5.5K
$585K
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-3.62K- 59.07% |
$380K - $399K
|
2.51K
$267K
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-3.67K- 5.14% |
$384K - $404K
|
67.6K
$7.18M
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-3.68K- 41.3% |
$386K - $406K
|
5.23K
$556K
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-3.7K- 11.59% |
$388K - $407K
|
28.2K
$3M
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-3.77K- 58.24% |
$396K - $416K
|
2.71K
$287K
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-3.8K- 55.88% |
$399K - $419K
|
3K
$319K
|
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-3.83K- 53.98% |
$402K - $422K
|
3.26K
$347K
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-3.85K- 14.95% |
$404K - $425K
|
21.9K
$2.33M
|
|
Feb 10, 2023
Q4 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-3.87K- 5.65% |
$406K - $427K
|
64.6K
$6.86M
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.94K- 29.0% |
$413K - $434K
|
9.64K
$1.02M
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3.94K- 34.3% |
$413K - $434K
|
7.55K
$802K
|
|
Feb 14, 2023
Q4 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-3.95K- 21.97% |
$414K - $435K
|
14K
$1.49M
|