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 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
4.31KNew |
$452K - $475K
|
4.31K
$458K
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.29KNew |
$450K - $473K
|
4.29K
$456K
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
4.28KNew |
$449K - $471K
|
4.28K
$454K
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
4.26K+ 17.07% |
$446K - $469K
|
29.2K
$3.1M
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.11KNew |
$431K - $453K
|
4.11K
$437K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.09KNew |
$430K - $451K
|
4.09K
$435K
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.09KNew |
$429K - $451K
|
4.09K
$434K
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4.03KNew |
$423K - $444K
|
4.03K
$428K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.99KNew |
$419K - $440K
|
3.99K
$424K
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.92K+ 68.29% |
$411K - $432K
|
9.66K
$1.03M
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.83K+ 18.81% |
$402K - $422K
|
24.2K
$2.57M
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.72K+ 40.59% |
$390K - $410K
|
12.9K
$1.37M
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
3.66K+ 16.63% |
$384K - $404K
|
25.7K
$2.73M
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
3.66KNew |
$384K - $403K
|
3.66K
$389K
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
3.62K+ 39.65% |
$380K - $399K
|
12.8K
$1.35M
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.55K+ 18.21% |
$372K - $391K
|
23K
$2.45M
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.51K+ 45.54% |
$368K - $387K
|
11.2K
$1.19M
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
3.48KNew |
$365K - $384K
|
3.48K
$370K
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
3.46KNew |
$363K - $382K
|
3.46K
$368K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.4KNew |
$357K - $375K
|
3.4K
$362K
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
3.28K+ 5.87% |
$344K - $362K
|
59.2K
$6.28M
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3.16KNew |
$332K - $349K
|
3.16K
$336K
|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.14K+ 3.52% |
$330K - $346K
|
92.6K
$9.83M
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.12KNew |
$328K - $344K
|
3.12K
$332K
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.09K+ 48.49% |
$324K - $340K
|
9.46K
$1.01M
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
3.06KNew |
$321K - $337K
|
3.06K
$325K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.03K+ 3.91% |
$318K - $334K
|
80.7K
$8.57M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.98KNew |
$313K - $329K
|
2.98K
$317K
|
|
Feb 14, 2023
Q4 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.96K+ 39.7% |
$310K - $326K
|
10.4K
$1.11M
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.87KNew |
$301K - $316K
|
2.87K
$305K
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.85K+ 17.99% |
$299K - $314K
|
18.7K
$1.99M
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.81KNew |
$295K - $309K
|
2.81K
$298K
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.79K+ 1.58% |
$292K - $307K
|
179K
$19M
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.74K+ 10.45% |
$287K - $301K
|
28.9K
$3.07M
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.72K+ 8.28% |
$286K - $300K
|
35.6K
$3.78M
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
2.71KNew |
$284K - $299K
|
2.71K
$288K
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
2.67KNew |
$280K - $295K
|
2.67K
$284K
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.63KNew |
$276K - $290K
|
2.63K
$279K
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
2.61K+ 22.65% |
$274K - $287K
|
14.1K
$1.5M
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.5KNew |
$262K - $275K
|
2.5K
$265K
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
2.46K+ 6.92% |
$258K - $271K
|
38K
$4.04M
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.44KNew |
$256K - $269K
|
2.44K
$259K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.44KNew |
$256K - $268K
|
2.44K
$259K
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.41KNew |
$253K - $265K
|
2.41K
$256K
|
|
Jan 17, 2023
Q4 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
2.37KNew |
$249K - $261K
|
2.37K
$252K
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
2.37K+ 12.94% |
$248K - $261K
|
20.6K
$2.19M
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.36KNew |
$248K - $260K
|
2.36K
$251K
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.36K+ 21.07% |
$247K - $260K
|
13.6K
$1.44M
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
2.29KNew |
$241K - $253K
|
2.29K
$244K
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.28K+ 98.32% |
$239K - $251K
|
4.6K
$488K
|