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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-3.99K- 9.74% |
$419K - $440K
|
37K
$3.93M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.02K- 18.14% |
$421K - $443K
|
18.1K
$1.93M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.07K- 43.62% |
$427K - $448K
|
5.26K
$558K
|
|
|
Jan 26, 2023
Q4 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-4.19K- 40.96% |
$440K - $462K
|
6.05K
$642K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.21K- 54.71% |
$442K - $464K
|
3.49K
$371K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.24K- 7.32% |
$445K - $467K
|
53.7K
$5.71M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.26K- 7.51% |
$447K - $469K
|
52.5K
$5.58M
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-4.34K- 43.14% |
$455K - $478K
|
5.72K
$607K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.41K- 10.14% |
$462K - $485K
|
39.1K
$4.15M
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-4.42K- 19.82% |
$464K - $487K
|
17.9K
$1.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.43K- 18.05% |
$464K - $488K
|
20.1K
$2.13M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.47KClosed |
$469K - $493K
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-4.49K- 22.76% |
$471K - $494K
|
15.2K
$1.62M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4.53K- 22.83% |
$475K - $499K
|
15.3K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4.55K- 92.8% |
$477K - $501K
|
353
$37.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-4.59K- 6.2% |
$481K - $505K
|
69.3K
$7.36M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.59K- 7.34% |
$481K - $505K
|
57.9K
$6.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-4.63K- 12.09% |
$485K - $510K
|
33.6K
$3.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.67K- 10.05% |
$490K - $515K
|
41.8K
$4.44M
|
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-4.68K- 8.67% |
$491K - $515K
|
49.3K
$5.23M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-4.7K- 34.52% |
$493K - $518K
|
8.91K
$947K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.71K- 43.09% |
$494K - $519K
|
6.22K
$661K
|
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-4.79K- 34.58% |
$503K - $528K
|
9.07K
$963K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.87K- 33.95% |
$510K - $536K
|
9.47K
$1.01M
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-4.88K- 10.74% |
$512K - $537K
|
40.5K
$4.31M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-4.88K- 13.45% |
$512K - $538K
|
31.4K
$3.34M
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-4.92K- 32.17% |
$516K - $542K
|
10.4K
$1.1M
|
|
|
Nov 13, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-4.95K- 6.6% |
$519K - $545K
|
69.9K
$7.43M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4.96K- 27.58% |
$521K - $547K
|
13K
$1.38M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-5K- 39.8% |
$524K - $551K
|
7.56K
$803K
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-5.04K- 80.06% |
$528K - $555K
|
1.25K
$133K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-5.08K- 17.75% |
$533K - $560K
|
23.6K
$2.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5.1K- 45.2% |
$535K - $562K
|
6.18K
$657K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.17K- 36.72% |
$542K - $569K
|
8.9K
$946K
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-5.28K- 9.86% |
$554K - $582K
|
48.3K
$5.13M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.29K- 35.9% |
$555K - $583K
|
9.44K
$1M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.32K- 95.63% |
$558K - $586K
|
243
$25.8K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-5.4K- 28.6% |
$566K - $595K
|
13.5K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-5.43K- 53.65% |
$570K - $598K
|
4.69K
$498K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-5.47K- 13.04% |
$574K - $603K
|
36.5K
$3.88M
|
|
|
Mar 06, 2023
Q4 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-5.5K- 18.38% |
$577K - $606K
|
24.4K
$2.59M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.63K- 62.67% |
$591K - $621K
|
3.36K
$356K
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-5.66K- 5.42% |
$593K - $623K
|
98.7K
$10.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-5.7K- 37.64% |
$598K - $628K
|
9.44K
$1M
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-5.75K- 49.65% |
$603K - $634K
|
5.83K
$620K
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-5.76K- 6.95% |
$604K - $635K
|
77.1K
$8.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-5.86K- 9.98% |
$615K - $646K
|
52.9K
$5.62M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-5.93K- 31.71% |
$622K - $653K
|
12.8K
$1.36M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.01K- 15.35% |
$631K - $662K
|
33.1K
$3.52M
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-6.03K- 14.39% |
$632K - $664K
|
35.8K
$3.81M
|