Purchases and Sales Made in Q2 2024 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.34K+ 18.44% |
$351K - $359K
|
21.5K
$2.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.19KNew |
$334K - $342K
|
3.19K
$343K
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
3.15KNew |
$331K - $338K
|
3.15K
$340K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.12K+ 2.11% |
$327K - $334K
|
151K
$16.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
3.09KNew |
$324K - $331K
|
3.09K
$333K
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
3.04K+ 28.37% |
$319K - $326K
|
13.7K
$1.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3K+ 994.7% |
$315K - $322K
|
3.31K
$356K
|
|
|
Aug 05, 2024
Q2 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
3KNew |
$315K - $322K
|
3K
$323K
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
2.96K+ 16.34% |
$311K - $318K
|
21.1K
$2.27M
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
BUY
|
- |
2.96K+ 6.12% |
$311K - $317K
|
51.2K
$5.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.9KNew |
$304K - $311K
|
2.9K
$312K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.88KNew |
$302K - $309K
|
2.88K
$310K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.88KNew |
$302K - $309K
|
2.88K
$310K
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.84K+ 3.52% |
$298K - $304K
|
83.4K
$8.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.83KNew |
$297K - $303K
|
2.83K
$305K
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
2.81KNew |
$295K - $301K
|
2.81K
$303K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
2.8K+ 40.33% |
$294K - $300K
|
9.73K
$1.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.78K+ 3.24% |
$292K - $298K
|
88.5K
$9.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.6K+ 7.3% |
$273K - $279K
|
38.2K
$4.12M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
2.58K+ 32.46% |
$271K - $277K
|
10.5K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.5K+ 83.39% |
$263K - $268K
|
5.5K
$593K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.45K+ 17.04% |
$257K - $263K
|
16.8K
$1.81M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.4KNew |
$252K - $257K
|
2.4K
$259K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.37K+ 1.69% |
$249K - $254K
|
143K
$15.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.33KNew |
$244K - $250K
|
2.33K
$251K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.3K+ 53.01% |
$242K - $247K
|
6.64K
$716K
|
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
2.28K+ 11.85% |
$240K - $245K
|
21.5K
$2.32M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.28K+ 14.15% |
$239K - $244K
|
18.4K
$1.98M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.27K+ 3.55% |
$239K - $244K
|
66.3K
$7.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.27KNew |
$238K - $243K
|
2.27K
$244K
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
2.25KNew |
$236K - $241K
|
2.25K
$242K
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.17KNew |
$227K - $232K
|
2.17K
$233K
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.14K+ 1.75% |
$225K - $230K
|
124K
$13.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
BUY
|
- |
2.13K+ 2.27% |
$224K - $229K
|
95.9K
$10.3M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
2.09K+ 92.96% |
$219K - $224K
|
4.33K
$467K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.08K+ 83.36% |
$218K - $223K
|
4.57K
$493K
|
|
|
Aug 05, 2024
Q2 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
2KNew |
$210K - $214K
|
2K
$216K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2KNew |
$210K - $214K
|
2K
$215K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.91KNew |
$201K - $205K
|
1.91K
$206K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.86KNew |
$195K - $199K
|
1.86K
$200K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
1.86K+ 354.58% |
$195K - $199K
|
2.38K
$257K
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
BUY
|
- |
1.77K+ 7.68% |
$186K - $189K
|
24.8K
$2.67M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.76K+ 60.12% |
$185K - $189K
|
4.69K
$506K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.75K+ 7.46% |
$184K - $188K
|
25.2K
$2.72M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.74K+ 33.57% |
$182K - $186K
|
6.91K
$745K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.72K+ 5.11% |
$181K - $184K
|
35.4K
$3.81M
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
1.71K+ 18.52% |
$180K - $183K
|
10.9K
$1.18M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
1.67K+ 24.37% |
$175K - $179K
|
8.5K
$916K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.61K+ 85.28% |
$169K - $173K
|
3.5K
$377K
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.57K+ 5.67% |
$165K - $169K
|
29.3K
$3.16M
|