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 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-104- 95.41% |
$11K - $11.2K
|
5
$534
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-107- 2.32% |
$11.3K - $11.6K
|
4.5K
$481K
|
|
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
$858K
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-115- 26.74% |
$12.2K - $12.4K
|
315
$33.6K
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-116- 3.0% |
$12.3K - $12.5K
|
3.75K
$400K
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-117- 2.65% |
$12.4K - $12.6K
|
4.29K
$458K
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-118- 4.19% |
$12.5K - $12.7K
|
2.7K
$288K
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-120- 0.93% |
$12.7K - $13K
|
12.9K
$1.37M
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-120- 44.28% |
$12.7K - $13K
|
151
$16.1K
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-122- 3.53% |
$12.9K - $13.2K
|
3.33K
$356K
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-124- 0.68% |
$13.1K - $13.4K
|
18.1K
$1.93M
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-126- 42.0% |
$13.3K - $13.6K
|
174
$18.6K
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-127- 0.99% |
$13.4K - $13.7K
|
12.7K
$1.36M
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-130- 5.89% |
$13.7K - $14K
|
2.08K
$222K
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-130- 0.93% |
$13.7K - $14K
|
13.9K
$1.48M
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-132- 18.33% |
$14K - $14.3K
|
588
$62.8K
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-140- 6.95% |
$14.8K - $15.1K
|
1.87K
$200K
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-141- 4.87% |
$14.9K - $15.2K
|
2.75K
$294K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-147- 39.1% |
$15.5K - $15.9K
|
229
$24.5K
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-151- 3.2% |
$16K - $16.3K
|
4.57K
$488K
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-152- 7.44% |
$16.1K - $16.4K
|
1.89K
$202K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-152- 4.82% |
$16.1K - $16.4K
|
3K
$320K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-156- 10.74% |
$16.5K - $16.9K
|
1.3K
$138K
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-157- 3.81% |
$16.6K - $17K
|
3.97K
$424K
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-162- 3.43% |
$17.1K - $17.5K
|
4.56K
$487K
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-162- 5.7% |
$17.1K - $17.5K
|
2.68K
$286K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-163- 7.18% |
$17.2K - $17.6K
|
2.11K
$225K
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-166- 6.96% |
$17.5K - $17.9K
|
2.22K
$237K
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-166- 3.13% |
$17.5K - $17.9K
|
5.13K
$548K
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-167- 0.38% |
$17.7K - $18K
|
44.3K
$4.73M
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-169- 2.12% |
$17.9K - $18.3K
|
7.8K
$833K
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-170- 5.69% |
$18K - $18.4K
|
2.82K
$301K
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-170- 0.88% |
$18K - $18.4K
|
19.3K
$2.06M
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-172- 3.65% |
$18.2K - $18.6K
|
4.55K
$485K
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-174- 0.6% |
$18.4K - $18.8K
|
28.9K
$3.09M
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-176- 48.75% |
$18.6K - $19K
|
185
$19.8K
|
|
May 10, 2024
Q1 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-181- 3.83% |
$19.1K - $19.6K
|
4.55K
$486K
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-182- 0.46% |
$19.2K - $19.7K
|
39.2K
$4.18M
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-185- 5.11% |
$19.6K - $20K
|
3.43K
$367K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-187- 30.86% |
$19.8K - $20.2K
|
419
$44.7K
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-187- 1.41% |
$19.8K - $20.2K
|
13.1K
$1.4M
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-188- 4.63% |
$19.9K - $20.3K
|
3.87K
$414K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-190- 14.25% |
$20.1K - $20.5K
|
1.14K
$122K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-191- 6.17% |
$20.2K - $20.6K
|
2.91K
$310K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-191- 3.42% |
$20.2K - $20.6K
|
5.4K
$577K
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-193- 1.62% |
$20.4K - $20.9K
|
11.8K
$1.26M
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-193- 13.49% |
$20.4K - $20.9K
|
1.24K
$132K
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-194- 3.51% |
$20.5K - $21K
|
5.33K
$569K
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-194- 0.55% |
$20.5K - $21K
|
35.1K
$3.75M
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-196- 4.13% |
$20.7K - $21.2K
|
4.55K
$486K
|