Latest Institutional Transactions on Ishares Tr Tips Bd ETF (TIP)
This table provides information on the latest institutional transactions involving Ishares Tr Tips Bd ETF (TIP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-1.9K- 27.74% |
$199K - $209K
|
4.95K
$536K
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-1.36K- 11.71% |
$142K - $150K
|
10.2K
$1.11M
|
|
|
Jan 24, 2023
Q4 2022
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-81- 4.01% |
$8.5K - $8.92K
|
1.94K
$210K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-434- 3.52% |
$45.5K - $47.8K
|
11.9K
$1.29M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
85+ 4.02% |
$8.92K - $9.37K
|
2.2K
$238K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-343- 2.59% |
$36K - $37.8K
|
12.9K
$1.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.24K- 98.03% |
$130K - $137K
|
25
$2.71K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-256- 8.93% |
$26.9K - $28.2K
|
2.61K
$283K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-3.67K- 5.14% |
$384K - $404K
|
67.6K
$7.32M
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-399- 15.01% |
$41.9K - $44K
|
2.26K
$245K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
1.33K+ 1.3% |
$139K - $146K
|
103K
$11.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-204- 8.98% |
$21.4K - $22.5K
|
2.07K
$224K
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
23.6K+ 150.27% |
$2.48M - $2.6M
|
39.3K
$4.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-130- 30.16% |
$13.6K - $14.3K
|
301
$32.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-7.06K- 78.41% |
$741K - $778K
|
1.95K
$211K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
277New |
$29.1K - $30.5K
|
277
$30K
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
14.5K+ 95.25% |
$1.52M - $1.6M
|
29.7K
$3.22M
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-659- 19.15% |
$69.1K - $72.6K
|
2.78K
$301K
|
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
14.9KNew |
$1.57M - $1.65M
|
14.9K
$1.62M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
489New |
$51.3K - $53.9K
|
489
$53K
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 19.79% |
$135K - $142K
|
5.23K
$566K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
2.67KNew |
$280K - $295K
|
2.67K
$290K
|
|
|
Jan 17, 2023
Q4 2022
|
Refined Wealth Management
|
BUY
|
- |
1.66K+ 2.26% |
$174K - $183K
|
75K
$8.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-6.65K- 35.66% |
$698K - $733K
|
12K
$1.3M
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-3.85K- 14.95% |
$404K - $425K
|
21.9K
$2.37M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.04KNew |
$109K - $115K
|
1.04K
$113K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.3K- 16.59% |
$136K - $143K
|
6.54K
$708K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
46+ 0.48% |
$4.83K - $5.07K
|
9.67K
$1.05M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-165- 98.21% |
$17.3K - $18.2K
|
3
$325
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-70.8K- 88.03% |
$7.42M - $7.8M
|
9.62K
$1.04M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.67K- 82.24% |
$280K - $294K
|
577
$62.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-139K- 91.89% |
$14.6M - $15.3M
|
12.3K
$1.33M
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
BUY
|
- |
23+ 0.39% |
$2.41K - $2.53K
|
5.92K
$641K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
323New |
$33.9K - $35.6K
|
323
$35K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
97New |
$10.2K - $10.7K
|
97
$10.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
37New |
$3.88K - $4.08K
|
37
$4.01K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
144New |
$15.1K - $15.9K
|
144
$15.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
254New |
$26.6K - $28K
|
254
$27.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-501- 74.66% |
$52.6K - $55.2K
|
170
$18.4K
|
|
| Q3 2022 | |||||||
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-48Closed |
$5.04K - $5.68K
|
0
$0
|
|
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-6.3KClosed |
$660K - $744K
|
0
$0
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2Closed |
$210 - $236
|
0
$0
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-24.8K- 51.8% |
$2.6M - $2.93M
|
23.1K
$2.5M
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
36New |
$3.78K - $4.26K
|
36
$3.9K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 12.5% |
$315 - $355
|
21
$2.28K
|
|
|
Dec 02, 2022
Q3 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
549+ 5.68% |
$57.6K - $64.9K
|
10.2K
$1.11M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.32K+ 3.33% |
$138K - $155K
|
40.8K
$4.42M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$21K - $23.6K
|
200
$21.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
18K+ 94.97% |
$1.89M - $2.12M
|
36.9K
$4M
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
10+ 0.5% |
$1.05K - $1.18K
|
2.01K
$218K
|
|