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 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
228+ 4.55% |
$24.2K - $25.3K
|
5.24K
$569K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
200+ 9.64% |
$21.2K - $22.2K
|
2.28K
$247K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
196+ 9.28% |
$20.8K - $21.8K
|
2.31K
$251K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
192+ 0.88% |
$20.4K - $21.3K
|
21.9K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
191+ 9.55% |
$20.3K - $21.2K
|
2.19K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
185+ 7.84% |
$19.7K - $20.6K
|
2.55K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
177+ 1.03% |
$18.8K - $19.7K
|
17.3K
$1.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
177+ 8.72% |
$18.8K - $19.7K
|
2.21K
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
173+ 3.48% |
$18.4K - $19.2K
|
5.15K
$558K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
165+ 3.85% |
$17.5K - $18.3K
|
4.46K
$484K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
164+ 93.71% |
$17.4K - $18.2K
|
339
$36.8K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
160+ 3200.0% |
$17K - $17.8K
|
165
$17.9K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
156+ 0.52% |
$16.6K - $17.3K
|
30.2K
$3.28M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
154+ 6.44% |
$16.4K - $17.1K
|
2.55K
$276K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
145+ 5.14% |
$15.4K - $16.1K
|
2.97K
$322K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
142+ 6.37% |
$15.1K - $15.8K
|
2.37K
$257K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
139+ 84.76% |
$14.8K - $15.4K
|
303
$32.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
138+ 1.55% |
$14.7K - $15.3K
|
9.07K
$984K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
138+ 0.53% |
$14.7K - $15.3K
|
25.9K
$2.82M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
130+ 4.1% |
$13.8K - $14.4K
|
3.3K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
129+ 2.05% |
$13.7K - $14.3K
|
6.41K
$696K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
123+ 1.39% |
$13.1K - $13.7K
|
8.96K
$973K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
118+ 4.18% |
$12.5K - $13.1K
|
2.94K
$319K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
113+ 2.87% |
$12K - $12.6K
|
4.06K
$440K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
110+ 0.33% |
$11.7K - $12.2K
|
33K
$3.58M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
105+ 2.5% |
$11.2K - $11.7K
|
4.3K
$467K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
103New |
$10.9K - $11.4K
|
103
$11.2K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
98+ 0.86% |
$10.4K - $10.9K
|
11.6K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
96+ 0.39% |
$10.2K - $10.7K
|
24.8K
$2.69M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
90New |
$9.56K - $10K
|
90
$9.77K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
86+ 0.76% |
$9.13K - $9.55K
|
11.5K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
78+ 0.17% |
$8.29K - $8.67K
|
46.2K
$5.02M
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
77+ 0.25% |
$8.18K - $8.55K
|
30.4K
$3.3M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
76+ 1.89% |
$8.07K - $8.44K
|
4.1K
$445K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
76+ 4.03% |
$8.07K - $8.44K
|
1.96K
$213K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
70+ 1.1% |
$7.44K - $7.78K
|
6.44K
$699K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
69+ 3.21% |
$7.33K - $7.67K
|
2.22K
$241K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
66New |
$7.01K - $7.33K
|
66
$7.16K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
63+ 2.84% |
$6.69K - $7K
|
2.28K
$248K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
62+ 2.06% |
$6.59K - $6.89K
|
3.07K
$334K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
60+ 16.22% |
$6.37K - $6.67K
|
430
$46.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
59+ 13.29% |
$6.27K - $6.55K
|
503
$54.6K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
57+ 1.31% |
$6.05K - $6.33K
|
4.4K
$478K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
57+ 0.43% |
$6.05K - $6.33K
|
13.4K
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
54+ 1.93% |
$5.74K - $6K
|
2.85K
$309K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
53New |
$5.63K - $5.89K
|
53
$5.75K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
49+ 0.77% |
$5.2K - $5.44K
|
6.45K
$700K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
47+ 2.0% |
$4.99K - $5.22K
|
2.4K
$261K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
47+ 1.52% |
$4.99K - $5.22K
|
3.15K
$342K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
46+ 0.77% |
$4.89K - $5.11K
|
6.06K
$657K
|