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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
3.68K+ 18.51% |
$391K - $409K
|
23.6K
$2.56M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.61K+ 90.79% |
$383K - $401K
|
7.58K
$823K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.53K+ 1.27% |
$375K - $392K
|
282K
$30.6M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.52K+ 7.17% |
$374K - $391K
|
52.7K
$5.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.45K+ 48.03% |
$366K - $383K
|
10.6K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.43K+ 58.44% |
$364K - $381K
|
9.3K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.4KNew |
$361K - $378K
|
3.4K
$369K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.28K+ 10.21% |
$348K - $364K
|
35.4K
$3.84M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.27K+ 3.76% |
$347K - $363K
|
90.2K
$9.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.27K+ 55.46% |
$347K - $363K
|
9.15K
$993K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.23K+ 85.46% |
$343K - $358K
|
7K
$760K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.17K+ 62.41% |
$337K - $352K
|
8.26K
$896K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.14K+ 94.37% |
$333K - $348K
|
6.46K
$701K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.1K+ 17.36% |
$329K - $344K
|
21K
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3KNew |
$318K - $333K
|
3K
$325K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.94K+ 4.13% |
$312K - $326K
|
74.1K
$8.04M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.92K+ 57.07% |
$310K - $325K
|
8.05K
$873K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
2.9K+ 148.56% |
$308K - $322K
|
4.85K
$526K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.85K+ 11.55% |
$302K - $316K
|
27.5K
$2.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
2.74K+ 14.18% |
$291K - $304K
|
22.1K
$2.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.74K+ 7.13% |
$291K - $304K
|
41.1K
$4.46M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.72KNew |
$288K - $302K
|
2.72K
$295K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.69K+ 3.18% |
$285K - $298K
|
87.3K
$9.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.58KNew |
$274K - $287K
|
2.58K
$280K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.5KNew |
$266K - $278K
|
2.5K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.48KNew |
$264K - $276K
|
2.48K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.46KNew |
$262K - $274K
|
2.46K
$267K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.45KNew |
$260K - $272K
|
2.45K
$266K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.4KNew |
$255K - $267K
|
2.4K
$261K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.38KNew |
$253K - $265K
|
2.38K
$259K
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
2.3KNew |
$244K - $256K
|
2.3K
$250K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.15K+ 3.34% |
$228K - $239K
|
66.6K
$7.22M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.11K+ 5.23% |
$224K - $234K
|
42.3K
$4.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
2.11K+ 4.35% |
$224K - $234K
|
50.5K
$5.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2.1K+ 19.77% |
$223K - $233K
|
12.7K
$1.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.06KNew |
$219K - $229K
|
2.06K
$223K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.04K+ 69.6% |
$216K - $226K
|
4.97K
$539K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2K+ 39.47% |
$212K - $222K
|
7.07K
$767K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.97KNew |
$209K - $219K
|
1.97K
$214K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.88K+ 4.38% |
$200K - $209K
|
44.9K
$4.88M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.86K+ 0.55% |
$197K - $206K
|
342K
$37.1M
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
1.86KNew |
$197K - $206K
|
1.86K
$201K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.84K+ 6.47% |
$196K - $205K
|
30.3K
$3.29M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.83KNew |
$194K - $203K
|
1.83K
$199K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.83K+ 77.96% |
$194K - $203K
|
4.18K
$453K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.83K+ 8.55% |
$194K - $203K
|
23.2K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.76K+ 15.29% |
$187K - $196K
|
13.3K
$1.44M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.76KNew |
$187K - $195K
|
1.76K
$191K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.73K+ 7.93% |
$184K - $192K
|
23.5K
$2.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1.71K+ 8.04% |
$182K - $190K
|
23K
$2.5M
|