Purchases and Sales Made in Q2 2025 in Pimco ETF Tr 15+ Yr Us Tips In (LTPZ)
This table provides information about the institutional ownership of Pimco ETF Tr 15+ Yr Us Tips In (LTPZ) during Q2 2025. The information is specifically focused on institutions that hold shares of PIMCO ETF TR 15+ YR US TIPS IN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
10.2KNew |
$517K - $561K
|
10.2K
$531K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5.83K+ 5.94% |
$294K - $319K
|
104K
$5.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.78K+ 46.27% |
$191K - $207K
|
11.9K
$619K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.29K+ 1096.17% |
$116K - $125K
|
2.5K
$130K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.39K+ 3.01% |
$70.4K - $76.3K
|
47.7K
$2.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
1.25K+ 3.2% |
$62.9K - $68.2K
|
40.2K
$2.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
961+ 4.69% |
$48.5K - $52.6K
|
21.5K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
854+ 19.44% |
$43.1K - $46.8K
|
5.25K
$272K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 2.0% |
$50.5 - $54.8
|
51
$2.64K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-844- 10.64% |
$42.6K - $46.2K
|
7.09K
$368K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.59K- 2.76% |
$232K - $252K
|
162K
$8.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-12.1K- 8.4% |
$608K - $660K
|
131K
$6.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-28.8K- 55.96% |
$1.46M - $1.58M
|
22.7K
$1.18M
|