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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-248- 3.31% |
$26.2K - $26.8K
|
7.24K
$810K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-250- 40.85% |
$26.4K - $27K
|
362
$40.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-250- 2.63% |
$26.4K - $27K
|
9.26K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-250- 8.06% |
$26.4K - $27K
|
2.85K
$319K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-252- 19.8% |
$26.6K - $27.2K
|
1.02K
$114K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-257- 3.35% |
$27.2K - $27.8K
|
7.42K
$830K
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-257- 2.9% |
$27.2K - $27.8K
|
8.6K
$962K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-260- 10.38% |
$27.5K - $28.1K
|
2.25K
$251K
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-260- 4.91% |
$27.5K - $28.1K
|
5.04K
$563K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-263- 16.05% |
$27.8K - $28.4K
|
1.38K
$154K
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-273- 4.04% |
$28.9K - $29.5K
|
6.48K
$725K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-275- 7.91% |
$29.1K - $29.7K
|
3.2K
$358K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-275- 8.39% |
$29.1K - $29.7K
|
3K
$336K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-277- 59.06% |
$29.3K - $29.9K
|
192
$21.5K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-280- 8.98% |
$29.6K - $30.3K
|
2.84K
$318K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-280- 35.18% |
$29.6K - $30.3K
|
516
$57.7K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-286- 4.36% |
$30.2K - $30.9K
|
6.28K
$703K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-289- 7.85% |
$30.5K - $31.2K
|
3.39K
$380K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-290- 7.24% |
$30.7K - $31.3K
|
3.72K
$416K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-293- 19.2% |
$31K - $31.7K
|
1.23K
$138K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-293- 3.6% |
$31K - $31.7K
|
7.84K
$878K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-296- 5.13% |
$31.3K - $32K
|
5.47K
$612K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-300- 5.3% |
$31.7K - $32.4K
|
5.36K
$600K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-300- 5.05% |
$31.7K - $32.4K
|
5.64K
$631K
|
|
|
Apr 11, 2024
Q1 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-300- 3.93% |
$31.7K - $32.4K
|
7.33K
$820K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-303- 24.12% |
$32K - $32.7K
|
953
$107K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-304- 3.77% |
$32.1K - $32.8K
|
7.76K
$868K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-306- 58.85% |
$32.3K - $33.1K
|
214
$23.9K
|
|
|
Aug 13, 2025
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-307- 4.04% |
$32.4K - $33.2K
|
7.29K
$815K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-310- 7.79% |
$32.8K - $33.5K
|
3.67K
$411K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-315- 1.88% |
$33.3K - $34K
|
16.5K
$1.84M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-317- 1.67% |
$33.5K - $34.2K
|
18.7K
$2.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-317- 9.93% |
$33.5K - $34.2K
|
2.87K
$322K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-321- 4.57% |
$33.9K - $34.7K
|
6.7K
$750K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-331- 8.45% |
$35K - $35.8K
|
3.59K
$401K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-332- 13.62% |
$35.1K - $35.9K
|
2.11K
$236K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-333- 7.11% |
$35.2K - $36K
|
4.35K
$487K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-335- 1.18% |
$35.4K - $36.2K
|
28K
$3.13M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-335- 0.49% |
$35.4K - $36.2K
|
68.2K
$7.63M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-344- 11.78% |
$36.4K - $37.2K
|
2.58K
$288K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-344- 7.23% |
$36.4K - $37.2K
|
4.42K
$494K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-350- 4.38% |
$37K - $37.8K
|
7.65K
$856K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-359- 4.14% |
$37.9K - $38.8K
|
8.32K
$930K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-363- 12.1% |
$38.4K - $39.2K
|
2.64K
$295K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-365- 4.74% |
$38.6K - $39.4K
|
7.33K
$820K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-369- 15.18% |
$39K - $39.9K
|
2.06K
$231K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-370- 11.38% |
$39.1K - $40K
|
2.88K
$322K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-375- 11.14% |
$39.6K - $40.5K
|
2.99K
$335K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-375- 27.15% |
$39.6K - $40.5K
|
1.01K
$113K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-377- 9.08% |
$39.8K - $40.7K
|
3.78K
$422K
|