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 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
7+ 0.26% |
$740 - $756
|
2.72K
$296K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
7+ 0.13% |
$740 - $756
|
5.38K
$584K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4+ 0.16% |
$423 - $432
|
2.53K
$275K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.15% |
$317 - $324
|
1.94K
$211K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
3+ 1.63% |
$317 - $324
|
187
$20.3K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2+ 0.09% |
$211 - $216
|
2.35K
$255K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2+ 0.09% |
$211 - $216
|
2.27K
$247K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2+ 0.04% |
$211 - $216
|
5.65K
$613K
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
BUY
|
- |
1+ 0.02% |
$106 - $108
|
4.9K
$532K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1- 0.02% |
$106 - $108
|
4.39K
$476K
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1- -0.0% |
$106 - $108
|
69.1K
$7.5M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-3- 0.04% |
$317 - $324
|
7.31K
$794K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-3- 0.16% |
$317 - $324
|
1.84K
$200K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4Closed |
$423 - $432
|
0
$0
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-5- 35.71% |
$528 - $540
|
9
$977
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-5- 0.12% |
$528 - $540
|
4.29K
$465K
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-7- 0.19% |
$740 - $756
|
3.73K
$404K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-8- 5.48% |
$846 - $864
|
138
$15K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-9- 0.1% |
$951 - $972
|
8.63K
$937K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-9- 0.1% |
$951 - $972
|
8.92K
$968K
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-9- 0.25% |
$951 - $972
|
3.66K
$397K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-10- 4.83% |
$1.06K - $1.08K
|
197
$21.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-10- 62.5% |
$1.06K - $1.08K
|
6
$651
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-10- 0.05% |
$1.06K - $1.08K
|
21.2K
$2.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-12- 0.59% |
$1.27K - $1.3K
|
2.02K
$219K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-12- 0.02% |
$1.27K - $1.3K
|
62.4K
$6.77M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-13- 20.63% |
$1.37K - $1.4K
|
50
$5.43K
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-20- 0.16% |
$2.11K - $2.16K
|
12.7K
$1.38M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-20- 39.22% |
$2.11K - $2.16K
|
31
$3.37K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-21- 10.14% |
$2.22K - $2.27K
|
186
$20.2K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-22- 0.93% |
$2.33K - $2.38K
|
2.34K
$254K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-25- 9.23% |
$2.64K - $2.7K
|
246
$26.7K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-27- 4.68% |
$2.85K - $2.92K
|
550
$59.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-27- 0.21% |
$2.85K - $2.92K
|
12.6K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-30- 0.54% |
$3.17K - $3.24K
|
5.48K
$595K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-33- 0.21% |
$3.49K - $3.57K
|
15.8K
$1.72M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-35- 0.43% |
$3.7K - $3.78K
|
8.16K
$886K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-36- 0.96% |
$3.8K - $3.89K
|
3.73K
$405K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-38- 4.66% |
$4.02K - $4.11K
|
778
$84.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-38- 0.77% |
$4.02K - $4.11K
|
4.89K
$531K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-39- 3.02% |
$4.12K - $4.21K
|
1.25K
$136K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-39- 0.38% |
$4.12K - $4.21K
|
10.1K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-40- 0.7% |
$4.23K - $4.32K
|
5.65K
$613K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-40- 5.79% |
$4.23K - $4.32K
|
651
$70.7K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-41- 1.42% |
$4.33K - $4.43K
|
2.85K
$309K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-42- 22.95% |
$4.44K - $4.54K
|
141
$15.3K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-44- 0.73% |
$4.65K - $4.75K
|
6.01K
$652K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-45- 0.26% |
$4.76K - $4.86K
|
17.4K
$1.89M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-45- 23.08% |
$4.76K - $4.86K
|
150
$16.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-49- 1.5% |
$5.18K - $5.29K
|
3.21K
$348K
|