Purchases and Sales Made in Q4 2023 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q4 2023. 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 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-23.8K- 34.05% |
$2.43M - $2.56M
|
46K
$4.89M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-23.9K- 66.31% |
$2.44M - $2.58M
|
12.1K
$1.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-23.9K- 14.49% |
$2.45M - $2.59M
|
141K
$15M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-24.2K- 25.89% |
$2.47M - $2.61M
|
69.3K
$7.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-24.8K- 33.63% |
$2.53M - $2.68M
|
49K
$5.2M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-25.6K- 47.46% |
$2.61M - $2.76M
|
28.3K
$3.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-27K- 58.45% |
$2.76M - $2.91M
|
19.2K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-27.6K- 12.11% |
$2.82M - $2.98M
|
201K
$21.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-28.1K- 31.94% |
$2.87M - $3.03M
|
59.8K
$6.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-29.2K- 63.85% |
$2.98M - $3.15M
|
16.5K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-30K- 12.07% |
$3.06M - $3.24M
|
219K
$23.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-30.9K- 17.22% |
$3.16M - $3.34M
|
148K
$15.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-32.1K- 56.42% |
$3.28M - $3.47M
|
24.8K
$2.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-32.6K- 57.39% |
$3.33M - $3.52M
|
24.2K
$2.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-33K- 92.34% |
$3.37M - $3.56M
|
2.73K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-33.6K- 26.29% |
$3.43M - $3.63M
|
94.2K
$10M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-34.1K- 53.4% |
$3.48M - $3.68M
|
29.7K
$3.16M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-34.2K- 23.82% |
$3.49M - $3.69M
|
109K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-37K- 35.07% |
$3.78M - $4M
|
68.5K
$7.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-39.3K- 76.11% |
$4.02M - $4.25M
|
12.3K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-39.9K- 91.55% |
$4.08M - $4.31M
|
3.68K
$391K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-41.9KClosed |
$4.28M - $4.52M
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-42.8K- 27.87% |
$4.37M - $4.62M
|
111K
$11.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-45.9K- 34.76% |
$4.69M - $4.96M
|
86.2K
$9.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-46.7K- 94.79% |
$4.77M - $5.04M
|
2.57K
$273K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
SELL
|
- |
-47.5K- 89.59% |
$4.85M - $5.13M
|
5.52K
$587K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-52K- 8.62% |
$5.31M - $5.61M
|
551K
$58.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-53.4K- 82.81% |
$5.45M - $5.76M
|
11.1K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-54.3K- 37.38% |
$5.55M - $5.87M
|
91K
$9.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-55.7K- 83.31% |
$5.69M - $6.02M
|
11.2K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-56K- 32.0% |
$5.72M - $6.05M
|
119K
$12.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-57.2K- 97.56% |
$5.84M - $6.17M
|
1.43K
$152K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-57.8K- 80.74% |
$5.91M - $6.24M
|
13.8K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-58K- 91.61% |
$5.92M - $6.26M
|
5.31K
$564K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-58.2K- 44.77% |
$5.95M - $6.29M
|
71.8K
$7.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-60.2K- 66.41% |
$6.15M - $6.5M
|
30.5K
$3.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-60.4K- 35.99% |
$6.17M - $6.52M
|
107K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-66.5K- 23.16% |
$6.79M - $7.18M
|
221K
$23.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-68.7K- 64.95% |
$7.01M - $7.41M
|
37.1K
$3.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-76.6K- 15.36% |
$7.82M - $8.27M
|
422K
$44.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-81.4K- 77.12% |
$8.31M - $8.79M
|
24.2K
$2.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-84.8K- 8.0% |
$8.66M - $9.15M
|
975K
$104M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-88.7K- 10.82% |
$9.06M - $9.58M
|
731K
$77.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-89.8K- 53.01% |
$9.17M - $9.7M
|
79.6K
$8.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-93.5K- 55.96% |
$9.55M - $10.1M
|
73.6K
$7.81M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-98.8K- 55.44% |
$10.1M - $10.7M
|
79.4K
$8.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-99.6K- 40.8% |
$10.2M - $10.8M
|
145K
$15.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-101K- 24.86% |
$10.3M - $10.9M
|
304K
$32.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-105K- 92.62% |
$10.7M - $11.3M
|
8.34K
$886K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-107K- 2.87% |
$10.9M - $11.5M
|
3.61M
$383M
|