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 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-50- 2.6% |
$5.28K - $5.4K
|
1.87K
$207K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-51- 0.78% |
$5.39K - $5.51K
|
6.48K
$717K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-59- 12.19% |
$6.24K - $6.37K
|
425
$47K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-61- 1.19% |
$6.45K - $6.59K
|
5.06K
$559K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-62- 2.43% |
$6.55K - $6.7K
|
2.49K
$275K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-66- 1.43% |
$6.98K - $7.13K
|
4.54K
$502K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-70- 2.06% |
$7.4K - $7.56K
|
3.33K
$369K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-73- 3.52% |
$7.72K - $7.89K
|
2K
$221K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-73- 1.23% |
$7.72K - $7.89K
|
5.85K
$647K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-74- 3.54% |
$7.82K - $7.99K
|
2.02K
$223K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-77- 0.91% |
$8.14K - $8.32K
|
8.38K
$927K
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-80- 0.85% |
$8.46K - $8.64K
|
9.36K
$1.04M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-82- 41.0% |
$8.67K - $8.86K
|
118
$13.1K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-87- 1.48% |
$9.2K - $9.4K
|
5.81K
$642K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-87- 2.88% |
$9.2K - $9.4K
|
2.93K
$324K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-90- 0.46% |
$9.51K - $9.72K
|
19.5K
$2.16M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-93- 2.18% |
$9.83K - $10K
|
4.17K
$462K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-93- 0.62% |
$9.83K - $10K
|
15K
$1.66M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-95- 4.53% |
$10K - $10.3K
|
2K
$222K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-98- 4.55% |
$10.4K - $10.6K
|
2.06K
$227K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-98- 1.36% |
$10.4K - $10.6K
|
7.13K
$789K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-99- 56.57% |
$10.5K - $10.7K
|
76
$8.41K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-100- 11.76% |
$10.6K - $10.8K
|
750
$83K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-104- 95.41% |
$11K - $11.2K
|
5
$553
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-107- 2.32% |
$11.3K - $11.6K
|
4.5K
$498K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-110- 1.35% |
$11.6K - $11.9K
|
8.03K
$889K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-115- 26.74% |
$12.2K - $12.4K
|
315
$34.9K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-116- 3.0% |
$12.3K - $12.5K
|
3.75K
$415K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-117- 2.65% |
$12.4K - $12.6K
|
4.29K
$475K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-118- 4.19% |
$12.5K - $12.7K
|
2.7K
$298K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-120- 44.28% |
$12.7K - $13K
|
151
$16.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-120- 0.93% |
$12.7K - $13K
|
12.9K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-122- 3.53% |
$12.9K - $13.2K
|
3.33K
$368K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-124- 0.68% |
$13.1K - $13.4K
|
18.1K
$2M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-126- 42.0% |
$13.3K - $13.6K
|
174
$19.3K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-127- 0.99% |
$13.4K - $13.7K
|
12.7K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-130- 0.93% |
$13.7K - $14K
|
13.9K
$1.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-130- 5.89% |
$13.7K - $14K
|
2.08K
$230K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-132- 18.33% |
$14K - $14.3K
|
588
$65.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-140- 6.95% |
$14.8K - $15.1K
|
1.87K
$207K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-141- 4.87% |
$14.9K - $15.2K
|
2.75K
$305K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-147- 39.1% |
$15.5K - $15.9K
|
229
$25.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-151- 3.2% |
$16K - $16.3K
|
4.57K
$506K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-152- 7.44% |
$16.1K - $16.4K
|
1.89K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-152- 4.82% |
$16.1K - $16.4K
|
3K
$332K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-156- 10.74% |
$16.5K - $16.9K
|
1.3K
$143K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-157- 3.81% |
$16.6K - $17K
|
3.97K
$439K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-162- 3.43% |
$17.1K - $17.5K
|
4.56K
$504K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-162- 5.7% |
$17.1K - $17.5K
|
2.68K
$297K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-163- 7.18% |
$17.2K - $17.6K
|
2.11K
$233K
|