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 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-574- 0.71% |
$60.7K - $62K
|
80.8K
$8.57M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-587- 31.7% |
$62K - $63.4K
|
1.27K
$134K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-588- 4.84% |
$62.1K - $63.5K
|
11.6K
$1.23M
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-588- 3.17% |
$62.1K - $63.5K
|
18K
$1.91M
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-597- 15.06% |
$63.1K - $64.5K
|
3.37K
$357K
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-608- 4.75% |
$64.3K - $65.7K
|
12.2K
$1.29M
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-610- 3.76% |
$64.5K - $65.9K
|
15.6K
$1.66M
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-610- 25.88% |
$64.5K - $65.9K
|
1.75K
$185K
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-616- 6.7% |
$65.1K - $66.6K
|
8.58K
$911K
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-616- 12.06% |
$65.1K - $66.6K
|
4.49K
$477K
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-641- 14.72% |
$67.7K - $69.3K
|
3.71K
$394K
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-646- 9.3% |
$68.3K - $69.8K
|
6.3K
$668K
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-655- 20.79% |
$69.2K - $70.8K
|
2.5K
$265K
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-667- 16.87% |
$70.5K - $72.1K
|
3.29K
$349K
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-671- 73.74% |
$70.9K - $72.5K
|
239
$25.4K
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-678- 6.06% |
$71.7K - $73.3K
|
10.5K
$1.11M
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-688- 1.62% |
$72.7K - $74.3K
|
41.7K
$4.43M
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-689- 1.35% |
$72.8K - $74.4K
|
50.4K
$5.35M
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-697- 25.58% |
$73.7K - $75.3K
|
2.03K
$215K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-699- 90.43% |
$73.9K - $75.5K
|
74
$7.85K
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-715- 6.92% |
$75.6K - $77.2K
|
9.62K
$1.02M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-728- 6.49% |
$76.9K - $78.7K
|
10.5K
$1.11M
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-733- 8.99% |
$77.5K - $79.2K
|
7.42K
$787K
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-739- 99.6% |
$78.1K - $79.8K
|
3
$318
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-740- 5.37% |
$78.2K - $79.9K
|
13K
$1.38M
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-750- 26.83% |
$79.3K - $81K
|
2.05K
$217K
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-756- 2.31% |
$79.9K - $81.7K
|
31.9K
$3.39M
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-765- 23.27% |
$80.9K - $82.7K
|
2.52K
$268K
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-770- 4.79% |
$81.4K - $83.2K
|
15.3K
$1.63M
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-772- 20.35% |
$81.6K - $83.4K
|
3.02K
$321K
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-783- 97.88% |
$82.8K - $84.6K
|
17
$1.8K
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-786- 1.05% |
$83.1K - $84.9K
|
73.9K
$7.85M
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-787- 17.21% |
$83.2K - $85K
|
3.79K
$402K
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-793- 6.64% |
$83.8K - $85.7K
|
11.2K
$1.18M
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-798- 16.29% |
$84.3K - $86.2K
|
4.1K
$435K
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-812- 22.64% |
$85.8K - $87.7K
|
2.77K
$294K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-819- 3.11% |
$86.6K - $88.5K
|
25.5K
$2.71M
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-822- 10.16% |
$86.9K - $88.8K
|
7.27K
$771K
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-826- 13.54% |
$87.3K - $89.2K
|
5.28K
$560K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-833- 0.15% |
$88K - $90K
|
550K
$58.4M
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-834- 12.24% |
$88.1K - $90.1K
|
5.98K
$635K
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-881- 1.35% |
$93.1K - $95.2K
|
64.5K
$6.85M
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-882- 15.81% |
$93.2K - $95.3K
|
4.7K
$498K
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-883- 9.76% |
$93.3K - $95.4K
|
8.17K
$867K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-896- 14.36% |
$94.7K - $96.8K
|
5.34K
$567K
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-900- 54.71% |
$95.1K - $97.2K
|
745
$79.1K
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-903- 12.29% |
$95.4K - $97.6K
|
6.44K
$684K
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-905- 17.5% |
$95.6K - $97.8K
|
4.27K
$453K
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-911- 6.57% |
$96.3K - $98.4K
|
13K
$1.37M
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-913- 1.17% |
$96.5K - $98.6K
|
77.3K
$8.2M
|