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 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
73New |
$7.66K - $8.04K
|
73
$7.75K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
69New |
$7.24K - $7.6K
|
69
$7.33K
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
67+ 119.64% |
$7.03K - $7.38K
|
123
$13.1K
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
63+ 2.26% |
$6.61K - $6.94K
|
2.85K
$303K
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
62+ 0.45% |
$6.5K - $6.83K
|
13.9K
$1.48M
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
57+ 13.26% |
$5.98K - $6.28K
|
487
$51.7K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
55+ 0.51% |
$5.77K - $6.06K
|
10.8K
$1.14M
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
50+ 2.37% |
$5.25K - $5.51K
|
2.16K
$230K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
50New |
$5.25K - $5.51K
|
50
$5.31K
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
48+ 0.45% |
$5.04K - $5.29K
|
10.8K
$1.15M
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
48+ 2.03% |
$5.04K - $5.29K
|
2.41K
$256K
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
46+ 0.48% |
$4.83K - $5.07K
|
9.67K
$1.03M
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
45+ 1.11% |
$4.72K - $4.96K
|
4.1K
$436K
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
42+ 1.78% |
$4.41K - $4.63K
|
2.4K
$255K
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
38New |
$3.99K - $4.19K
|
38
$4.04K
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
38New |
$3.99K - $4.19K
|
38
$4.04K
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
38+ 5.18% |
$3.99K - $4.19K
|
772
$82K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
37New |
$3.88K - $4.08K
|
37
$3.93K
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
36+ 1.65% |
$3.78K - $3.97K
|
2.21K
$235K
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
36New |
$3.78K - $3.97K
|
36
$3.82K
|
|
Jan 03, 2023
Q4 2022
|
Red Spruce Capital, LLC
|
BUY
|
- |
30+ 0.93% |
$3.15K - $3.31K
|
3.25K
$345K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
26+ 74.29% |
$2.73K - $2.86K
|
61
$6.48K
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
BUY
|
- |
23+ 0.39% |
$2.41K - $2.53K
|
5.92K
$628K
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
21+ 1.31% |
$2.2K - $2.31K
|
1.62K
$172K
|
|
Jan 31, 2023
Q4 2022
|
America First Investment Advisors, LLC
|
BUY
|
- |
21+ 0.54% |
$2.2K - $2.31K
|
3.9K
$414K
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
20New |
$2.1K - $2.2K
|
20
$2.12K
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
20+ 0.46% |
$2.1K - $2.2K
|
4.38K
$466K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
20+ 0.33% |
$2.1K - $2.2K
|
6.14K
$652K
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
20New |
$2.1K - $2.2K
|
20
$2.12K
|
|
Feb 03, 2023
Q4 2022
|
Unconventional Investor, LLC
|
BUY
|
- |
18+ 0.41% |
$1.89K - $1.98K
|
4.38K
$465K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
17New |
$1.78K - $1.87K
|
17
$1.81K
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
16+ 0.15% |
$1.68K - $1.76K
|
10.5K
$1.11M
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
13New |
$1.36K - $1.43K
|
13
$1.38K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
11New |
$1.15K - $1.21K
|
11
$1.17K
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
10+ 1.2% |
$1.05K - $1.1K
|
846
$89.9K
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
10+ 0.12% |
$1.05K - $1.1K
|
8.68K
$922K
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
10+ 0.44% |
$1.05K - $1.1K
|
2.26K
$240K
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
9+ 0.11% |
$944 - $992
|
8K
$850K
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
9+ 0.43% |
$944 - $992
|
2.08K
$221K
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
9New |
$944 - $992
|
9
$956
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9+ 0.42% |
$944 - $992
|
2.14K
$227K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9New |
$944 - $992
|
9
$956
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 0.39% |
$734 - $771
|
1.81K
$192K
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
7+ 0.37% |
$734 - $771
|
1.92K
$204K
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
7+ 0.11% |
$734 - $771
|
6.21K
$660K
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
5+ 0.22% |
$525 - $551
|
2.31K
$245K
|
|
Feb 14, 2023
Q4 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
5+ 0.1% |
$525 - $551
|
5.19K
$552K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 16.0% |
$420 - $441
|
29
$3.08K
|
|
Jan 20, 2023
Q4 2022
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
4+ 0.18% |
$420 - $441
|
2.17K
$231K
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2+ 0.04% |
$210 - $220
|
5.24K
$557K
|