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
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
882+ 0.3% |
$93.2K - $95.3K
|
291K
$31.1M
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
853+ 35.28% |
$90.2K - $92.2K
|
3.27K
$349K
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
832+ 2.63% |
$87.9K - $89.9K
|
32.4K
$3.46M
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
826+ 9.73% |
$87.3K - $89.2K
|
9.31K
$995K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
814New |
$86K - $87.9K
|
814
$86.9K
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
794+ 3.29% |
$83.9K - $85.8K
|
24.9K
$2.66M
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
775New |
$81.9K - $83.7K
|
775
$82.8K
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
746+ 28.77% |
$78.8K - $80.6K
|
3.34K
$357K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
741New |
$78.3K - $80.1K
|
741
$79.1K
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
731+ 14.1% |
$77.3K - $79K
|
5.92K
$632K
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
727+ 2.66% |
$76.8K - $78.5K
|
28K
$2.99M
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
720+ 2.03% |
$76.1K - $77.8K
|
36.3K
$3.87M
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
716+ 2.2% |
$75.7K - $77.4K
|
33.2K
$3.55M
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
691+ 5.76% |
$73K - $74.7K
|
12.7K
$1.35M
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
666+ 12.56% |
$70.4K - $72K
|
5.97K
$637K
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
614+ 6.92% |
$64.9K - $66.3K
|
9.49K
$1.01M
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
581+ 2.36% |
$61.4K - $62.8K
|
25.2K
$2.69M
|
|
May 13, 2024
Q1 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
561New |
$59.3K - $60.6K
|
561
$59.9K
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
549+ 9.73% |
$58K - $59.3K
|
6.19K
$661K
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
531+ 1.6% |
$56.1K - $57.4K
|
33.7K
$3.59M
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
515+ 55.68% |
$54.4K - $55.6K
|
1.44K
$154K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
512+ 52.51% |
$54.1K - $55.3K
|
1.49K
$159K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
500New |
$52.8K - $54K
|
500
$53.4K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
492+ 2.06% |
$52K - $53.2K
|
24.4K
$2.6M
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
477+ 17.2% |
$50.4K - $51.5K
|
3.25K
$347K
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
468+ 6.75% |
$49.5K - $50.6K
|
7.4K
$791K
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
463+ 4.95% |
$48.9K - $50K
|
9.81K
$1.05M
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
458New |
$48.4K - $49.5K
|
458
$48.9K
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
448+ 0.8% |
$47.3K - $48.4K
|
56.4K
$6.02M
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
438+ 3.66% |
$46.3K - $47.3K
|
12.4K
$1.32M
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
433+ 2.17% |
$45.8K - $46.8K
|
20.4K
$2.18M
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
431+ 4.87% |
$45.6K - $46.6K
|
9.29K
$992K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
427+ 10.62% |
$45.1K - $46.1K
|
4.45K
$475K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
418New |
$44.2K - $45.2K
|
418
$44.6K
|
|
May 03, 2024
Q1 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
406+ 10.19% |
$42.9K - $43.9K
|
4.39K
$469K
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
401+ 6.14% |
$42.4K - $43.3K
|
6.93K
$740K
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
400+ 16.58% |
$42.3K - $43.2K
|
2.81K
$300K
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
400+ 645.16% |
$42.3K - $43.2K
|
462
$49.3K
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
BUY
|
- |
399+ 1.76% |
$42.2K - $43.1K
|
23K
$2.46M
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
362+ 9.31% |
$38.3K - $39.1K
|
4.25K
$454K
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
356+ 8.34% |
$37.6K - $38.5K
|
4.62K
$494K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
340+ 6800.0% |
$35.9K - $36.7K
|
345
$36.8K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
332New |
$35.1K - $35.9K
|
332
$35.5K
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
326+ 13.55% |
$34.5K - $35.2K
|
2.73K
$292K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
311+ 61.71% |
$32.9K - $33.6K
|
815
$87K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
306+ 7.4% |
$32.3K - $33.1K
|
4.44K
$474K
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
306+ 30.88% |
$32.3K - $33.1K
|
1.3K
$138K
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
305+ 2.89% |
$32.2K - $33K
|
10.9K
$1.16M
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
305+ 59.11% |
$32.2K - $33K
|
821
$87.7K
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
304+ 3.53% |
$32.1K - $32.8K
|
8.92K
$952K
|