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 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
61+ 1.4% |
$6.41K - $6.54K
|
4.43K
$478K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
59+ 0.53% |
$6.2K - $6.33K
|
11.2K
$1.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
57+ 1.33% |
$5.99K - $6.11K
|
4.34K
$469K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
52+ 28.11% |
$5.46K - $5.58K
|
237
$25.6K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
50+ 0.1% |
$5.25K - $5.36K
|
51.8K
$5.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
48+ 19.2% |
$5.04K - $5.15K
|
298
$32.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
47+ 0.65% |
$4.94K - $5.04K
|
7.28K
$787K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
44New |
$4.62K - $4.72K
|
44
$4.76K
|
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
43+ 0.09% |
$4.52K - $4.61K
|
45.4K
$4.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
42+ 0.55% |
$4.41K - $4.5K
|
7.69K
$831K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
41+ 2.0% |
$4.31K - $4.4K
|
2.09K
$226K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
40+ 2.12% |
$4.2K - $4.29K
|
1.93K
$209K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
40+ 0.75% |
$4.2K - $4.29K
|
5.34K
$577K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
36+ 18.75% |
$3.78K - $3.86K
|
228
$24.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
36+ 1.62% |
$3.78K - $3.86K
|
2.26K
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
36+ 14.63% |
$3.78K - $3.86K
|
282
$30.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
36+ 1.79% |
$3.78K - $3.86K
|
2.05K
$222K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
36New |
$3.78K - $3.86K
|
36
$3.89K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
35New |
$3.68K - $3.75K
|
35
$3.78K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
33+ 0.36% |
$3.47K - $3.54K
|
9.29K
$1M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
31+ 1.41% |
$3.26K - $3.32K
|
2.23K
$241K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
31+ 0.15% |
$3.26K - $3.32K
|
20.4K
$2.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
31+ 0.92% |
$3.26K - $3.32K
|
3.39K
$366K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
31+ 0.4% |
$3.26K - $3.32K
|
7.79K
$842K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
30+ 1.4% |
$3.15K - $3.22K
|
2.17K
$235K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
29+ 5.27% |
$3.05K - $3.11K
|
579
$62.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
28+ 0.07% |
$2.94K - $3K
|
40.7K
$4.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
27+ 10.0% |
$2.84K - $2.9K
|
297
$32.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
26+ 0.44% |
$2.73K - $2.79K
|
5.99K
$648K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
24+ 0.52% |
$2.52K - $2.57K
|
4.63K
$501K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
21+ 0.45% |
$2.21K - $2.25K
|
4.72K
$510K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
20+ 7.78% |
$2.1K - $2.14K
|
277
$29.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
17+ 0.52% |
$1.79K - $1.82K
|
3.3K
$356K
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
16+ 0.26% |
$1.68K - $1.72K
|
6.21K
$671K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
16New |
$1.68K - $1.72K
|
16
$1.73K
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
BUY
|
- |
15+ 0.34% |
$1.58K - $1.61K
|
4.39K
$475K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
14+ 5.26% |
$1.47K - $1.5K
|
280
$30.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
14+ 8.09% |
$1.47K - $1.5K
|
187
$20.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
14+ 0.5% |
$1.47K - $1.5K
|
2.79K
$301K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
13+ 0.36% |
$1.37K - $1.39K
|
3.66K
$396K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11New |
$1.16K - $1.18K
|
11
$1.19K
|
|
|
Jul 15, 2024
Q2 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
10+ 0.43% |
$1.05K - $1.07K
|
2.35K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10+ 1.54% |
$1.05K - $1.07K
|
661
$71.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9+ 0.34% |
$945 - $965
|
2.65K
$287K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
9New |
$945 - $965
|
9
$973
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8New |
$840 - $858
|
8
$865
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
7New |
$735 - $751
|
7
$757
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6+ 0.29% |
$630 - $643
|
2.07K
$224K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
6+ 1.32% |
$630 - $643
|
459
$49.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
5+ 0.15% |
$525 - $536
|
3.34K
$362K
|