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 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-280- 35.18% |
$29.6K - $30.3K
|
516
$55.6K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-286- 4.36% |
$30.2K - $30.9K
|
6.28K
$677K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-289- 7.85% |
$30.5K - $31.2K
|
3.39K
$366K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-290- 7.24% |
$30.7K - $31.3K
|
3.72K
$401K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-293- 3.6% |
$31K - $31.7K
|
7.84K
$846K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-293- 19.2% |
$31K - $31.7K
|
1.23K
$133K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-296- 5.13% |
$31.3K - $32K
|
5.47K
$590K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-300- 5.05% |
$31.7K - $32.4K
|
5.64K
$608K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-300- 5.3% |
$31.7K - $32.4K
|
5.36K
$578K
|
|
|
Apr 11, 2024
Q1 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-300- 3.93% |
$31.7K - $32.4K
|
7.33K
$790K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-303- 24.12% |
$32K - $32.7K
|
953
$103K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-304- 3.77% |
$32.1K - $32.8K
|
7.76K
$836K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-306- 58.85% |
$32.3K - $33.1K
|
214
$23.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-310- 7.79% |
$32.8K - $33.5K
|
3.67K
$396K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-315- 1.88% |
$33.3K - $34K
|
16.5K
$1.78M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-317- 1.67% |
$33.5K - $34.2K
|
18.7K
$2.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-317- 9.93% |
$33.5K - $34.2K
|
2.87K
$310K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-321- 4.57% |
$33.9K - $34.7K
|
6.7K
$723K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-331- 8.45% |
$35K - $35.8K
|
3.59K
$387K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-332- 13.62% |
$35.1K - $35.9K
|
2.11K
$227K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-333- 7.11% |
$35.2K - $36K
|
4.35K
$469K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-335- 0.49% |
$35.4K - $36.2K
|
68.2K
$7.35M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-335- 1.18% |
$35.4K - $36.2K
|
28K
$3.01M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-344- 7.23% |
$36.4K - $37.2K
|
4.42K
$476K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-344- 11.78% |
$36.4K - $37.2K
|
2.58K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-350- 4.38% |
$37K - $37.8K
|
7.65K
$824K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-359- 4.14% |
$37.9K - $38.8K
|
8.32K
$896K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-363- 12.1% |
$38.4K - $39.2K
|
2.64K
$284K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-365- 4.74% |
$38.6K - $39.4K
|
7.33K
$790K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-369- 15.18% |
$39K - $39.9K
|
2.06K
$222K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-370- 11.38% |
$39.1K - $40K
|
2.88K
$311K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-375- 11.14% |
$39.6K - $40.5K
|
2.99K
$322K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-375- 27.15% |
$39.6K - $40.5K
|
1.01K
$108K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-377- 9.08% |
$39.8K - $40.7K
|
3.78K
$407K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-391- 85.19% |
$41.3K - $42.2K
|
68
$7.33K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-392- 36.57% |
$41.4K - $42.4K
|
680
$73.3K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-396- 3.61% |
$41.9K - $42.8K
|
10.6K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-400- 14.96% |
$42.3K - $43.2K
|
2.27K
$245K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-400- 40.94% |
$42.3K - $43.2K
|
577
$62.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-402- 12.37% |
$42.5K - $43.4K
|
2.85K
$307K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-427- 14.16% |
$45.1K - $46.1K
|
2.59K
$279K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-440- 24.36% |
$46.5K - $47.5K
|
1.37K
$147K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-442- 45.76% |
$46.7K - $47.8K
|
524
$56.5K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-449- 47.31% |
$47.5K - $48.5K
|
500
$53.9K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-450- 5.66% |
$47.6K - $48.6K
|
7.5K
$808K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-450- 9.93% |
$47.6K - $48.6K
|
4.08K
$440K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-450- 3.76% |
$47.6K - $48.6K
|
11.5K
$1.24M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-458- 3.22% |
$48.4K - $49.5K
|
13.8K
$1.49M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-464- 13.68% |
$49K - $50.1K
|
2.93K
$316K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-470- 0.74% |
$49.7K - $50.8K
|
63.1K
$6.8M
|