Purchases and Sales Made in Q1 2025 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q1 2025. 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 16, 2025
Q1 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
273K+ 71.87% |
$29M - $30.4M
|
654K
$71.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
35.1K+ 24.46% |
$3.72M - $3.89M
|
178K
$19.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30.6K+ 454.23% |
$3.25M - $3.4M
|
37.3K
$4.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
28.9K+ 6.74% |
$3.07M - $3.21M
|
458K
$49.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
21.8K+ 71.93% |
$2.32M - $2.42M
|
52.1K
$5.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
17.5K+ 6.39% |
$1.86M - $1.95M
|
291K
$31.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
15.9K+ 926.42% |
$1.68M - $1.76M
|
17.6K
$1.91M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
14.8K+ 17.34% |
$1.57M - $1.64M
|
100K
$10.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
14.2KNew |
$1.51M - $1.58M
|
14.2K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 144.21% |
$1.48M - $1.55M
|
23.6K
$2.57M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8.08K+ 32.4% |
$858K - $897K
|
33K
$3.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.67KNew |
$814K - $852K
|
7.67K
$836K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
4.82K+ 1.78% |
$512K - $535K
|
276K
$30.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.8KNew |
$510K - $533K
|
4.8K
$524K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.25K+ 3.36% |
$451K - $472K
|
131K
$14.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.21K+ 122.89% |
$447K - $468K
|
7.63K
$832K
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
4.17KNew |
$442K - $463K
|
4.17K
$454K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
4.14K+ 135.23% |
$440K - $460K
|
7.2K
$785K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.27K+ 55.46% |
$347K - $363K
|
9.15K
$998K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.17K+ 62.41% |
$337K - $352K
|
8.26K
$900K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.74K+ 7.13% |
$291K - $304K
|
41.1K
$4.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.15K+ 3.34% |
$228K - $239K
|
66.6K
$7.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.84K+ 6.47% |
$196K - $205K
|
30.3K
$3.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.83K+ 8.55% |
$194K - $203K
|
23.2K
$2.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.83K+ 77.96% |
$194K - $203K
|
4.18K
$455K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.64K+ 3.06% |
$175K - $183K
|
55.3K
$6.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.24K+ 8.56% |
$132K - $138K
|
15.8K
$1.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.17K+ 1.42% |
$124K - $130K
|
83.4K
$9.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
850+ 14.15% |
$90.3K - $94.4K
|
6.86K
$748K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
844+ 23.31% |
$89.6K - $93.8K
|
4.46K
$487K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
830+ 1.71% |
$88.2K - $92.2K
|
49.2K
$5.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
794+ 0.74% |
$84.3K - $88.2K
|
108K
$11.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
700+ 1.37% |
$74.4K - $77.8K
|
52K
$5.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
644+ 27.51% |
$68.4K - $71.5K
|
2.99K
$325K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
606+ 2.11% |
$64.4K - $67.3K
|
29.4K
$3.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
504+ 1.39% |
$53.5K - $56K
|
36.7K
$4M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
487+ 1.88% |
$51.7K - $54.1K
|
26.5K
$2.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
351+ 13.7% |
$37.3K - $39K
|
2.91K
$318K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
340+ 3.19% |
$36.1K - $37.8K
|
11K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
333+ 3.72% |
$35.4K - $37K
|
9.28K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
307New |
$32.6K - $34.1K
|
307
$33.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
262New |
$27.8K - $29.1K
|
262
$28.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
240New |
$25.5K - $26.7K
|
240
$26.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
200+ 9.64% |
$21.2K - $22.2K
|
2.28K
$248K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
177+ 8.72% |
$18.8K - $19.7K
|
2.21K
$241K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
164+ 93.71% |
$17.4K - $18.2K
|
339
$37K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
139+ 84.76% |
$14.8K - $15.4K
|
303
$33K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
113+ 2.87% |
$12K - $12.6K
|
4.06K
$442K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
62+ 2.06% |
$6.59K - $6.89K
|
3.07K
$335K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
59+ 13.29% |
$6.27K - $6.55K
|
503
$54.8K
|