Purchases and Sales Made in Q1 2024 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q1 2024. 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 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-196- 4.13% |
$20.7K - $21.2K
|
4.55K
$483K
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-197- 6.6% |
$20.8K - $21.3K
|
2.79K
$296K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-198- 2.74% |
$20.9K - $21.4K
|
7.02K
$745K
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
SELL
|
- |
-199- 2.18% |
$21K - $21.5K
|
8.92K
$946K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-200- 93.46% |
$21.1K - $21.6K
|
14
$1.49K
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-205- 6.8% |
$21.7K - $22.1K
|
2.81K
$298K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-210- 44.12% |
$22.2K - $22.7K
|
266
$28.2K
|
|
May 08, 2024
Q1 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-212- 4.91% |
$22.4K - $22.9K
|
4.1K
$435K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-214- 1.54% |
$22.6K - $23.1K
|
13.7K
$1.45M
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-215- 3.05% |
$22.7K - $23.2K
|
6.84K
$725K
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-217- 69.55% |
$22.9K - $23.4K
|
95
$10.1K
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-220- 3.65% |
$23.3K - $23.8K
|
5.81K
$617K
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-225- 3.06% |
$23.8K - $24.3K
|
7.12K
$756K
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-235- 0.78% |
$24.8K - $25.4K
|
30.1K
$3.19M
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-239- 9.29% |
$25.3K - $25.8K
|
2.34K
$248K
|
|
May 03, 2024
Q1 2024
|
Matson Money. Inc.
|
SELL
|
- |
-241- 0.02% |
$25.5K - $26K
|
1.31M
$139M
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-244- 7.63% |
$25.8K - $26.4K
|
2.96K
$314K
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-245- 0.74% |
$25.9K - $26.5K
|
32.9K
$3.49M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-246- 51.04% |
$26K - $26.6K
|
236
$25K
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-248- 3.31% |
$26.2K - $26.8K
|
7.24K
$768K
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-248- 6.04% |
$26.2K - $26.8K
|
3.86K
$410K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-248- 7.51% |
$26.2K - $26.8K
|
3.06K
$324K
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-250- 8.06% |
$26.4K - $27K
|
2.85K
$302K
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-250- 2.63% |
$26.4K - $27K
|
9.26K
$982K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-250- 40.85% |
$26.4K - $27K
|
362
$38.4K
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-252- 19.8% |
$26.6K - $27.2K
|
1.02K
$108K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-257- 3.35% |
$27.2K - $27.8K
|
7.42K
$787K
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-257- 2.9% |
$27.2K - $27.8K
|
8.6K
$913K
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-260- 4.91% |
$27.5K - $28.1K
|
5.04K
$534K
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-260- 10.38% |
$27.5K - $28.1K
|
2.25K
$238K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-263- 16.05% |
$27.8K - $28.4K
|
1.38K
$146K
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-273- 4.04% |
$28.9K - $29.5K
|
6.48K
$688K
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-275- 8.39% |
$29.1K - $29.7K
|
3K
$319K
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-275- 7.91% |
$29.1K - $29.7K
|
3.2K
$340K
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-277- 59.06% |
$29.3K - $29.9K
|
192
$20.4K
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-280- 35.18% |
$29.6K - $30.3K
|
516
$54.8K
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-280- 8.98% |
$29.6K - $30.3K
|
2.84K
$301K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-286- 4.36% |
$30.2K - $30.9K
|
6.28K
$666K
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-289- 7.85% |
$30.5K - $31.2K
|
3.39K
$360K
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-290- 7.24% |
$30.7K - $31.3K
|
3.72K
$395K
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-293- 3.6% |
$31K - $31.7K
|
7.84K
$832K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-293- 19.2% |
$31K - $31.7K
|
1.23K
$131K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-296- 5.13% |
$31.3K - $32K
|
5.47K
$581K
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-300- 5.3% |
$31.7K - $32.4K
|
5.36K
$569K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-300- 5.05% |
$31.7K - $32.4K
|
5.64K
$599K
|
|
Apr 11, 2024
Q1 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-300- 3.93% |
$31.7K - $32.4K
|
7.33K
$777K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-303- 24.12% |
$32K - $32.7K
|
953
$101K
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-304- 3.77% |
$32.1K - $32.8K
|
7.76K
$823K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-306- 58.85% |
$32.3K - $33.1K
|
214
$22.7K
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-310- 7.79% |
$32.8K - $33.5K
|
3.67K
$390K
|