Purchases and Sales Made in Q1 2021 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q1 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
571+ 19.19% |
$71K - $73.2K
|
3.55K
$381K
|
|
|
May 14, 2021
Q1 2021
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
560+ 3.01% |
$69.6K - $71.7K
|
19.2K
$2.06M
|
|
|
May 17, 2021
Q1 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
557+ 9.83% |
$69.2K - $71.4K
|
6.22K
$669K
|
|
|
May 06, 2021
Q1 2021
|
Family Firm, Inc.
|
BUY
|
- |
551+ 0.72% |
$68.5K - $70.6K
|
76.7K
$8.25M
|
|
|
May 13, 2021
Q1 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
545+ 6.81% |
$67.7K - $69.8K
|
8.54K
$919K
|
|
|
Apr 20, 2021
Q1 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
545+ 1.2% |
$67.7K - $69.8K
|
45.9K
$4.93M
|
|
|
May 11, 2021
Q1 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
530+ 5.68% |
$65.9K - $67.9K
|
9.86K
$1.06M
|
|
|
Jun 01, 2021
Q1 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
509+ 20.11% |
$63.3K - $65.2K
|
3.04K
$327K
|
|
|
May 07, 2021
Q1 2021
|
Connable Office Inc
|
BUY
|
- |
507+ 2.13% |
$63K - $65K
|
24.3K
$2.62M
|
|
|
May 03, 2021
Q1 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
505+ 5.15% |
$62.8K - $64.7K
|
10.3K
$1.11M
|
|
|
May 17, 2021
Q1 2021
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
489New |
$60.8K - $62.7K
|
489
$52.6K
|
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
489New |
$60.8K - $62.7K
|
489
$52.6K
|
|
|
May 10, 2021
Q1 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
487+ 18.67% |
$60.5K - $62.4K
|
3.1K
$333K
|
|
|
May 14, 2021
Q1 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
486+ 0.83% |
$60.4K - $62.3K
|
58.7K
$6.32M
|
|
|
May 07, 2021
Q1 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
484+ 54.32% |
$60.2K - $62K
|
1.38K
$148K
|
|
|
May 05, 2021
Q1 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
479+ 9.16% |
$59.5K - $61.4K
|
5.71K
$614K
|
|
|
Apr 21, 2021
Q1 2021
|
Zhang Financial LLC
|
BUY
|
- |
474+ 0.54% |
$58.9K - $60.7K
|
88.9K
$9.56M
|
|
|
Apr 30, 2021
Q1 2021
|
Key F Inancial Inc
|
BUY
|
- |
455+ 15.24% |
$56.6K - $58.3K
|
3.44K
$370K
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
441+ 40.31% |
$54.8K - $56.5K
|
1.54K
$165K
|
|
|
May 10, 2021
Q1 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
427+ 2.11% |
$53.1K - $54.7K
|
20.6K
$2.22M
|
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
404+ 50.25% |
$50.2K - $51.8K
|
1.21K
$130K
|
|
|
Apr 14, 2021
Q1 2021
|
Cypress Capital Group
|
BUY
|
- |
400+ 5.53% |
$49.7K - $51.2K
|
7.63K
$820K
|
|
|
Apr 26, 2021
Q1 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
400New |
$49.7K - $51.2K
|
400
$43K
|
|
|
Nov 14, 2024
Q1 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
400+ 10.16% |
$49.7K - $51.2K
|
4.34K
$466K
|
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO
|
BUY
|
- |
400+ 3.65% |
$49.7K - $51.2K
|
11.3K
$1.22M
|
|
|
Apr 19, 2021
Q1 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
395+ 0.82% |
$49.1K - $50.6K
|
48.4K
$5.2M
|
|
|
May 10, 2021
Q1 2021
|
American Investment Services, Inc.
|
BUY
|
- |
392+ 5.5% |
$48.7K - $50.2K
|
7.52K
$809K
|
|
|
May 04, 2021
Q1 2021
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
389+ 2.57% |
$48.3K - $49.8K
|
15.5K
$1.67M
|
|
|
Apr 21, 2021
Q1 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
382+ 1.95% |
$47.5K - $48.9K
|
20K
$2.15M
|
|
|
May 06, 2021
Q1 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
358+ 14.92% |
$44.5K - $45.9K
|
2.76K
$296K
|
|
|
Apr 29, 2021
Q1 2021
|
Hollencrest Capital Management
|
BUY
|
- |
351+ 3.75% |
$43.6K - $45K
|
9.7K
$1.04M
|
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
348New |
$43.3K - $44.6K
|
348
$37.4K
|
|
|
May 14, 2021
Q1 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
342+ 4.64% |
$42.5K - $43.8K
|
7.72K
$830K
|
|
|
May 11, 2021
Q1 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
335+ 5.2% |
$41.6K - $42.9K
|
6.78K
$729K
|
|
|
Apr 27, 2021
Q1 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
333+ 1.59% |
$41.4K - $42.7K
|
21.3K
$2.29M
|
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
323New |
$40.1K - $41.4K
|
323
$34.7K
|
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
314+ 52.95% |
$39K - $40.2K
|
907
$97.5K
|
|
|
Apr 20, 2021
Q1 2021
|
S.A. Mason LLC
|
BUY
|
- |
305+ 6.14% |
$37.9K - $39.1K
|
5.27K
$566K
|
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
BUY
|
- |
300+ 1.84% |
$37.3K - $38.4K
|
16.6K
$1.79M
|
|
|
May 14, 2021
Q1 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
300New |
$37.3K - $38.4K
|
300
$32.3K
|
|
|
Apr 13, 2021
Q1 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
300+ 5.47% |
$37.3K - $38.4K
|
5.79K
$622K
|
|
|
Apr 28, 2021
Q1 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
299New |
$37.2K - $38.3K
|
299
$32.1K
|
|
|
May 14, 2021
Q1 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
285+ 11.52% |
$35.4K - $36.5K
|
2.76K
$297K
|
|
|
May 13, 2021
Q1 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
275+ 8.63% |
$34.2K - $35.2K
|
3.46K
$372K
|
|
|
May 14, 2021
Q1 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
268+ 65.85% |
$33.3K - $34.3K
|
675
$72.6K
|
|
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
264+ 2.01% |
$32.8K - $33.8K
|
13.4K
$1.44M
|
|
|
May 05, 2021
Q1 2021
|
Bison Wealth, LLC
|
BUY
|
- |
262+ 2.77% |
$32.6K - $33.6K
|
9.72K
$1.05M
|
|
|
May 12, 2021
Q1 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
261+ 3.73% |
$32.4K - $33.4K
|
7.26K
$781K
|
|
|
May 14, 2021
Q1 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
258+ 0.73% |
$32.1K - $33.1K
|
35.6K
$3.82M
|
|
|
Jun 02, 2021
Q1 2021
|
Regions Financial Corp
|
BUY
|
- |
257+ 3.06% |
$31.9K - $32.9K
|
8.64K
$929K
|