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 |
---|---|---|---|---|---|---|---|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.7K+ 13.41% |
$1.34M - $1.38M
|
90.9K
$10M
|
|
Jul 08, 2021
Q1 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
10.6K+ 14.27% |
$1.32M - $1.36M
|
85K
$9.4M
|
|
May 07, 2021
Q1 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
10.5K+ 21.64% |
$1.3M - $1.34M
|
59K
$6.52M
|
|
Apr 14, 2021
Q1 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
10.4K+ 15.99% |
$1.29M - $1.33M
|
75.6K
$8.35M
|
|
Apr 29, 2021
Q1 2021
|
Sarasin & Partners LLP
|
BUY
|
- |
10.3KNew |
$1.28M - $1.32M
|
10.3K
$1.14M
|
|
May 12, 2021
Q1 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$1.27M - $1.31M
|
10.2K
$1.13M
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.2K+ 3153.87% |
$1.27M - $1.31M
|
10.5K
$1.16M
|
|
Apr 08, 2021
Q1 2021
|
Moulton Wealth Management, Inc
|
BUY
|
- |
10.2K+ 24.57% |
$1.26M - $1.3M
|
51.6K
$5.7M
|
|
May 05, 2021
Q1 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
10.1K+ 44.66% |
$1.25M - $1.29M
|
32.7K
$3.61M
|
|
May 13, 2021
Q1 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
9.94KNew |
$1.24M - $1.27M
|
9.94K
$1.1M
|
|
May 12, 2021
Q1 2021
|
Strategic Equity Management
|
BUY
|
- |
9.88K+ 31.88% |
$1.23M - $1.27M
|
40.9K
$4.52M
|
|
May 12, 2021
Q1 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
9.75KNew |
$1.21M - $1.25M
|
9.75K
$1.08M
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
BUY
|
- |
9.64K+ 51.4% |
$1.2M - $1.23M
|
28.4K
$3.14M
|
|
May 17, 2021
Q1 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
9.56KNew |
$1.19M - $1.22M
|
9.56K
$1.06M
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.55K+ 13.16% |
$1.19M - $1.22M
|
82.1K
$9.07M
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.34K+ 32.89% |
$1.16M - $1.2M
|
37.8K
$4.17M
|
|
Apr 28, 2021
Q1 2021
|
Dagco, Inc.
|
BUY
|
- |
9.26K+ 21.54% |
$1.15M - $1.19M
|
52.2K
$5.78M
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.1K+ 6.59% |
$1.13M - $1.17M
|
147K
$16.3M
|
|
Apr 29, 2021
Q1 2021
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
8.97K+ 14.79% |
$1.12M - $1.15M
|
69.7K
$7.7M
|
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.49KNew |
$1.05M - $1.09M
|
8.49K
$938K
|
|
May 10, 2021
Q1 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.34KNew |
$1.04M - $1.07M
|
8.34K
$922K
|
|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
BUY
|
- |
8.29K+ 84.06% |
$1.03M - $1.06M
|
18.2K
$2.01M
|
|
Aug 04, 2021
Q1 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
8.29K+ 17.47% |
$1.03M - $1.06M
|
55.7K
$6.16M
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
8.27KNew |
$1.03M - $1.06M
|
8.27K
$914K
|
|
Apr 15, 2021
Q1 2021
|
New Capital Management LP
|
BUY
|
- |
8.26K+ 15.28% |
$1.03M - $1.06M
|
62.3K
$6.89M
|
|
May 10, 2021
Q1 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.24K+ 5.34% |
$1.02M - $1.06M
|
162K
$18M
|
|
May 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
8.2K+ 272.11% |
$1.02M - $1.05M
|
11.2K
$1.24M
|
|
May 06, 2021
Q1 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
8.16K+ 5.12% |
$1.01M - $1.05M
|
168K
$18.5M
|
|
Jun 08, 2021
Q1 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
8.16KNew |
$1.01M - $1.05M
|
8.16K
$902K
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.15K+ 58.59% |
$1.01M - $1.04M
|
22.1K
$2.44M
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
7.9K+ 17.23% |
$982K - $1.01M
|
53.8K
$5.94M
|
|
May 06, 2021
Q1 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
7.85K+ 12.59% |
$976K - $1.01M
|
70.2K
$7.76M
|
|
Apr 28, 2021
Q1 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
7.77K+ 61.21% |
$965K - $995K
|
20.5K
$2.26M
|
|
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.7K+ 48.42% |
$957K - $987K
|
23.6K
$2.61M
|
|
May 17, 2021
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.68KNew |
$955K - $984K
|
7.68K
$849K
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.67K+ 40.13% |
$953K - $982K
|
26.8K
$2.96M
|
|
Apr 16, 2021
Q1 2021
|
Columbia Trust CO 01012016
|
BUY
|
- |
7.64K+ 37.31% |
$949K - $978K
|
28.1K
$3.11M
|
|
May 14, 2021
Q1 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
7.57KNew |
$941K - $970K
|
7.57K
$837K
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.13K+ 10.8% |
$886K - $913K
|
73.1K
$8.08M
|
|
Apr 19, 2021
Q1 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.02K+ 105.66% |
$873K - $900K
|
13.7K
$1.51M
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.98K+ 180.16% |
$868K - $895K
|
10.9K
$1.2M
|
|
May 14, 2021
Q1 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
6.88K+ 22.14% |
$855K - $882K
|
38K
$4.2M
|
|
May 10, 2021
Q1 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6.88KNew |
$855K - $881K
|
6.88K
$760K
|
|
Apr 16, 2021
Q1 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.76K+ 40.79% |
$841K - $867K
|
23.3K
$2.58M
|
|
Apr 14, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.68K+ 696.35% |
$830K - $856K
|
7.64K
$844K
|
|
May 17, 2021
Q1 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.66K+ 325.09% |
$828K - $853K
|
8.71K
$963K
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
6.65KNew |
$827K - $852K
|
6.65K
$735K
|
|
Mar 14, 2023
Q1 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.55K+ 16.02% |
$814K - $839K
|
47.4K
$5.24M
|
|
May 17, 2021
Q1 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.55K+ 16.02% |
$814K - $839K
|
47.4K
$5.24M
|
|
Apr 21, 2021
Q1 2021
|
R.P. Boggs & Co.
|
BUY
|
- |
6.49K+ 51.28% |
$807K - $832K
|
19.2K
$2.12M
|