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 23, 2021
Q1 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-4- 0.01% |
$497 - $512
|
36.7K
$4.06M
|
|
Apr 26, 2021
Q1 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-6- 5.04% |
$746 - $769
|
113
$12.5K
|
|
Apr 14, 2021
Q1 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-7- 0.39% |
$870 - $897
|
1.78K
$197K
|
|
Apr 26, 2021
Q1 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-8- 0.41% |
$994 - $1.02K
|
1.93K
$213K
|
|
May 12, 2021
Q1 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-8- 0.47% |
$994 - $1.02K
|
1.69K
$187K
|
|
May 17, 2021
Q1 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-13- 0.21% |
$1.62K - $1.67K
|
6.24K
$690K
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-13- 30.23% |
$1.62K - $1.67K
|
30
$3.32K
|
|
May 17, 2021
Q1 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-14- 21.88% |
$1.74K - $1.79K
|
50
$5.53K
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19- 1.89% |
$2.36K - $2.43K
|
985
$109K
|
|
May 13, 2021
Q1 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-20- 0.55% |
$2.49K - $2.56K
|
3.6K
$398K
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-20Closed |
$2.49K - $2.56K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-20- 7.27% |
$2.49K - $2.56K
|
255
$28.2K
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-20Closed |
$2.49K - $2.56K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-21- 1.08% |
$2.61K - $2.69K
|
1.93K
$213K
|
|
Apr 12, 2021
Q1 2021
|
Addison Capital CO
|
SELL
|
- |
-22- 0.25% |
$2.73K - $2.82K
|
8.9K
$984K
|
|
May 06, 2021
Q1 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-24- 0.48% |
$2.98K - $3.07K
|
5.02K
$554K
|
|
Apr 21, 2021
Q1 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-24- 0.43% |
$2.98K - $3.07K
|
5.6K
$619K
|
|
Apr 13, 2021
Q1 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-26- 0.24% |
$3.23K - $3.33K
|
10.7K
$1.18M
|
|
Aug 06, 2024
Q1 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-27- 13.24% |
$3.36K - $3.46K
|
177
$19.6K
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-27- 0.57% |
$3.36K - $3.46K
|
4.74K
$524K
|
|
Apr 14, 2021
Q1 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-31- 1.63% |
$3.85K - $3.97K
|
1.87K
$207K
|
|
May 17, 2021
Q1 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-34- 0.5% |
$4.23K - $4.36K
|
6.71K
$742K
|
|
Aug 11, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-40- 0.41% |
$4.97K - $5.12K
|
9.71K
$1.07M
|
|
Apr 28, 2021
Q1 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-41- 1.8% |
$5.1K - $5.25K
|
2.24K
$247K
|
|
Apr 05, 2021
Q1 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-47- 2.75% |
$5.84K - $6.02K
|
1.66K
$184K
|
|
Apr 09, 2021
Q1 2021
|
Parkside Advisors LLC
|
SELL
|
- |
-50- 2.05% |
$6.21K - $6.41K
|
2.39K
$264K
|
|
May 12, 2021
Q1 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-50Closed |
$6.21K - $6.41K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-50- 0.7% |
$6.21K - $6.41K
|
7.11K
$786K
|
|
Apr 14, 2021
Q1 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-50- 0.98% |
$6.21K - $6.41K
|
5.05K
$558K
|
|
Jan 02, 2024
Q1 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-52- 0.99% |
$6.46K - $6.66K
|
5.2K
$575K
|
|
May 13, 2021
Q1 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-54- 1.38% |
$6.71K - $6.92K
|
3.86K
$427K
|
|
May 14, 2021
Q1 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-60- 3.3% |
$7.46K - $7.69K
|
1.76K
$194K
|
|
May 14, 2021
Q1 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-67- 1.54% |
$8.33K - $8.58K
|
4.28K
$473K
|
|
May 06, 2021
Q1 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-69- 1.06% |
$8.58K - $8.84K
|
6.44K
$712K
|
|
May 04, 2021
Q1 2021
|
Savant Capital, LLC
|
SELL
|
- |
-71- 1.36% |
$8.82K - $9.1K
|
5.16K
$570K
|
|
Apr 14, 2021
Q1 2021
|
Centric Wealth Management
|
SELL
|
- |
-72- 1.71% |
$8.95K - $9.22K
|
4.13K
$457K
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-76Closed |
$9.45K - $9.74K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-77Closed |
$9.57K - $9.87K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-77Closed |
$9.57K - $9.87K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-88- 1.2% |
$10.9K - $11.3K
|
7.24K
$800K
|
|
Apr 27, 2021
Q1 2021
|
3 Edge Asset Management, LP
|
SELL
|
- |
-90Closed |
$11.2K - $11.5K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-91- 2.95% |
$11.3K - $11.7K
|
3K
$331K
|
|
Apr 16, 2021
Q1 2021
|
Adirondack Trust CO
|
SELL
|
- |
-93- 0.17% |
$11.6K - $11.9K
|
55.7K
$6.15M
|
|
Apr 29, 2021
Q1 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-95- 2.79% |
$11.8K - $12.2K
|
3.31K
$366K
|
|
Apr 30, 2021
Q1 2021
|
Arrow Financial Corp
|
SELL
|
- |
-96- 48.98% |
$11.9K - $12.3K
|
100
$11.1K
|
|
May 06, 2021
Q1 2021
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-98- 4.21% |
$12.2K - $12.6K
|
2.23K
$247K
|
|
May 11, 2021
Q1 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-100- 3.77% |
$12.4K - $12.8K
|
2.55K
$282K
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-100Closed |
$12.4K - $12.8K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 13.39% |
$12.4K - $12.8K
|
647
$71.5K
|
|
Apr 29, 2021
Q1 2021
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-100- 3.13% |
$12.4K - $12.8K
|
3.09K
$342K
|