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 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-10.2K- 65.99% |
$1.07M - $1.13M
|
5.27K
$560K
|
|
Feb 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-10.5K- 59.29% |
$1.1M - $1.15M
|
7.18K
$763K
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-10.6K- 11.46% |
$1.11M - $1.17M
|
82K
$8.71M
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-10.7K- 23.73% |
$1.12M - $1.18M
|
34.4K
$3.65M
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-10.7K- 1.04% |
$1.12M - $1.18M
|
1.02M
$109M
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-10.8K- 53.42% |
$1.13M - $1.18M
|
9.38K
$996K
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-10.8K- 12.42% |
$1.13M - $1.19M
|
76K
$8.07M
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10.8K- 50.29% |
$1.14M - $1.19M
|
10.7K
$1.14M
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-11K- 24.07% |
$1.16M - $1.21M
|
34.7K
$3.69M
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-11.2K- 7.08% |
$1.17M - $1.23M
|
147K
$15.6M
|
|
Feb 13, 2023
Q4 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-11.3K- 18.7% |
$1.18M - $1.24M
|
49.1K
$5.21M
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-11.5K- 13.74% |
$1.2M - $1.26M
|
72.1K
$7.66M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-11.7K- 9.43% |
$1.23M - $1.29M
|
112K
$11.9M
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-11.7K- 77.44% |
$1.23M - $1.29M
|
3.42K
$363K
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-11.8K- 37.51% |
$1.24M - $1.3M
|
19.6K
$2.09M
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-11.8K- 21.79% |
$1.24M - $1.3M
|
42.4K
$4.51M
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-11.9K- 10.93% |
$1.25M - $1.31M
|
97.2K
$10.3M
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-12.1K- 14.41% |
$1.27M - $1.34M
|
72.1K
$7.66M
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-12.5KClosed |
$1.31M - $1.38M
|
0
$0
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-12.5K- 56.48% |
$1.31M - $1.38M
|
9.64K
$1.02M
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-12.6K- 65.67% |
$1.32M - $1.39M
|
6.57K
$698K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-12.7K- 39.26% |
$1.34M - $1.4M
|
19.7K
$2.09M
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-12.9K- 36.91% |
$1.35M - $1.42M
|
22K
$2.33M
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-13.2K- 53.04% |
$1.39M - $1.46M
|
11.7K
$1.24M
|
|
Feb 14, 2023
Q4 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-13.3K- 22.23% |
$1.39M - $1.46M
|
46.5K
$4.94M
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-13.4K- 15.34% |
$1.4M - $1.48M
|
73.9K
$7.85M
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-13.4K- 19.95% |
$1.41M - $1.48M
|
54K
$5.73M
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-13.6K- 17.16% |
$1.43M - $1.5M
|
65.6K
$6.97M
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-13.8K- 77.43% |
$1.45M - $1.52M
|
4.02K
$427K
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-13.9K- 49.04% |
$1.46M - $1.53M
|
14.4K
$1.53M
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-14.4K- 82.46% |
$1.51M - $1.59M
|
3.07K
$326K
|
|
Feb 09, 2023
Q4 2022
|
Meridian Management CO
|
SELL
|
- |
-14.5K- 16.5% |
$1.52M - $1.6M
|
73.4K
$7.79M
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-14.7K- 79.52% |
$1.54M - $1.62M
|
3.79K
$403K
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-15.2K- 37.63% |
$1.59M - $1.67M
|
25.2K
$2.68M
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-15.4K- 67.96% |
$1.62M - $1.7M
|
7.28K
$773K
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-15.5K- 15.41% |
$1.63M - $1.71M
|
85.2K
$9.05M
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-15.7K- 45.68% |
$1.65M - $1.73M
|
18.7K
$1.98M
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-16.2K- 63.08% |
$1.7M - $1.78M
|
9.48K
$1.01M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-16.3K- 11.15% |
$1.71M - $1.79M
|
130K
$13.8M
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
SELL
|
- |
-16.4K- 27.2% |
$1.72M - $1.81M
|
44K
$4.67M
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-16.9K- 25.55% |
$1.77M - $1.86M
|
49.3K
$5.24M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-17.1K- 23.42% |
$1.8M - $1.89M
|
56K
$5.94M
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-17.1K- 84.48% |
$1.8M - $1.89M
|
3.15K
$334K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-17.2K- 17.68% |
$1.81M - $1.9M
|
80.3K
$8.52M
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-17.3K- 5.21% |
$1.81M - $1.9M
|
314K
$33.4M
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-17.4K- 44.64% |
$1.83M - $1.92M
|
21.6K
$2.29M
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17.5K- 31.63% |
$1.83M - $1.93M
|
37.8K
$4.01M
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-17.8K- 19.0% |
$1.86M - $1.96M
|
75.7K
$8.04M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.9K- 32.43% |
$1.88M - $1.97M
|
37.3K
$3.96M
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-18.1K- 18.13% |
$1.89M - $1.99M
|
81.5K
$8.66M
|