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 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.53K- 2.73% |
$162K - $166K
|
54.6K
$5.84M
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.54K- 72.83% |
$162K - $166K
|
573
$61.3K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.56K- 4.88% |
$165K - $168K
|
30.4K
$3.25M
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.56K- 7.88% |
$165K - $169K
|
18.3K
$1.96M
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.57K- 8.25% |
$166K - $170K
|
17.5K
$1.87M
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.59K- 1.38% |
$168K - $172K
|
114K
$12.2M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.61K- 1.57% |
$170K - $174K
|
101K
$10.8M
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.76K- 6.66% |
$186K - $191K
|
24.7K
$2.65M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.82K- 10.89% |
$192K - $197K
|
14.9K
$1.59M
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.86K- 44.03% |
$197K - $201K
|
2.37K
$253K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.89K- 1.84% |
$200K - $204K
|
101K
$10.8M
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.9K- 10.54% |
$201K - $205K
|
16.1K
$1.73M
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.91K- 30.97% |
$201K - $206K
|
4.25K
$455K
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.96K- 10.8% |
$207K - $212K
|
16.2K
$1.73M
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.02K- 5.3% |
$214K - $219K
|
36.1K
$3.87M
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.08K- 13.14% |
$219K - $224K
|
13.7K
$1.47M
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-2.08K- 4.9% |
$220K - $225K
|
40.4K
$4.32M
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.09K- 26.79% |
$221K - $226K
|
5.71K
$611K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.1K- 16.11% |
$222K - $227K
|
11K
$1.17M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.12K- 39.25% |
$224K - $229K
|
3.28K
$351K
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-2.13K- 7.12% |
$225K - $230K
|
27.8K
$2.97M
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.13K- 27.22% |
$226K - $231K
|
5.71K
$611K
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.14K- 26.67% |
$226K - $231K
|
5.89K
$630K
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2.15K- 13.2% |
$227K - $233K
|
14.1K
$1.51M
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-2.22K- 83.04% |
$234K - $240K
|
453
$48.5K
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-2.25K- 17.63% |
$237K - $243K
|
10.5K
$1.12M
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.25K- 43.49% |
$238K - $243K
|
2.92K
$313K
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.26K- 16.96% |
$239K - $244K
|
11.1K
$1.19M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.27K- 2.39% |
$240K - $245K
|
92.7K
$9.92M
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.28K- 34.29% |
$241K - $246K
|
4.36K
$467K
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.28K- 41.06% |
$241K - $247K
|
3.28K
$351K
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.3K- 6.92% |
$243K - $248K
|
30.9K
$3.31M
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.34K- 1.66% |
$247K - $253K
|
139K
$14.9M
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-2.35K- 21.32% |
$248K - $253K
|
8.66K
$927K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-2.38K- 9.82% |
$252K - $257K
|
21.9K
$2.34M
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.39K- 53.65% |
$253K - $258K
|
2.07K
$221K
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.39K- 4.27% |
$253K - $259K
|
53.6K
$5.74M
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.43K- 21.93% |
$257K - $262K
|
8.65K
$925K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.46K- 4.68% |
$260K - $266K
|
50.1K
$5.36M
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.56K- 53.97% |
$271K - $277K
|
2.18K
$234K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.58K- 42.21% |
$272K - $278K
|
3.53K
$377K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.66K- 14.15% |
$281K - $287K
|
16.1K
$1.72M
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.77K- 2.57% |
$293K - $299K
|
105K
$11.2M
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-2.85K- 26.21% |
$301K - $308K
|
8.03K
$859K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.86K- 7.86% |
$303K - $309K
|
33.5K
$3.59M
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.9K- 11.7% |
$307K - $313K
|
21.9K
$2.34M
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.92K- 35.11% |
$308K - $315K
|
5.39K
$577K
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-3.05K- 7.44% |
$322K - $330K
|
37.9K
$4.06M
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-3.12K- 17.76% |
$330K - $337K
|
14.5K
$1.55M
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-3.2K- 24.22% |
$338K - $345K
|
10K
$1.07M
|