Purchases and Sales Made in Q3 2024 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-646- 3.97% |
$68.4K - $71.6K
|
15.6K
$1.7M
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-654- 19.02% |
$69.3K - $72.5K
|
2.78K
$302K
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-662- 8.61% |
$70.1K - $73.4K
|
7.03K
$763K
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-665- 18.06% |
$70.4K - $73.7K
|
3.02K
$328K
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-668- 2.5% |
$70.8K - $74K
|
26.1K
$2.83M
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-685- 8.27% |
$72.6K - $75.9K
|
7.6K
$825K
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-690- 24.18% |
$73.1K - $76.5K
|
2.16K
$235K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-709- 5.55% |
$75.1K - $78.6K
|
12.1K
$1.31M
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-711- 6.75% |
$75.3K - $78.8K
|
9.82K
$1.07M
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-717- 82.04% |
$75.9K - $79.5K
|
157
$17.1K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-732- 4.29% |
$77.5K - $81.1K
|
16.3K
$1.77M
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-746- 9.51% |
$79K - $82.7K
|
7.1K
$771K
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-751- 22.46% |
$79.5K - $83.2K
|
2.59K
$282K
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-755- 8.48% |
$80K - $83.7K
|
8.15K
$885K
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-758- 2.06% |
$80.3K - $84K
|
36K
$3.91M
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-769- 0.58% |
$81.5K - $85.2K
|
132K
$14.3M
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-769- 4.56% |
$81.5K - $85.2K
|
16.1K
$1.75M
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-777- 13.79% |
$82.3K - $86.1K
|
4.86K
$528K
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-785- 16.41% |
$83.1K - $87K
|
4K
$434K
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-795- 12.86% |
$84.2K - $88.1K
|
5.39K
$585K
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-832- 3.86% |
$88.1K - $92.2K
|
20.7K
$2.25M
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
SELL
|
- |
-840- 9.24% |
$89K - $93.1K
|
8.25K
$896K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-860- 8.91% |
$91.1K - $95.3K
|
8.8K
$955K
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-876- 7.87% |
$92.8K - $97.1K
|
10.3K
$1.11M
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-876- 10.35% |
$92.8K - $97.1K
|
7.58K
$824K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-878- 10.19% |
$93K - $97.3K
|
7.74K
$840K
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-885- 10.98% |
$93.7K - $98.1K
|
7.18K
$779K
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-887- 25.68% |
$94K - $98.3K
|
2.57K
$279K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-887- 15.35% |
$94K - $98.3K
|
4.89K
$531K
|
|
Nov 12, 2024
Q3 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-906- 0.03% |
$96K - $100K
|
2.75M
$298M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-908- 11.08% |
$96.2K - $101K
|
7.28K
$791K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-908- 1.57% |
$96.2K - $101K
|
57.1K
$6.2M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-912- 5.7% |
$96.6K - $101K
|
15.1K
$1.64M
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-918- 23.01% |
$97.2K - $102K
|
3.07K
$334K
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-966- 32.08% |
$102K - $107K
|
2.05K
$222K
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-975- 7.45% |
$103K - $108K
|
12.1K
$1.32M
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-998- 4.14% |
$106K - $111K
|
23.1K
$2.51M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.02K- 4.53% |
$108K - $113K
|
21.4K
$2.32M
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
SELL
|
- |
-1.02K- 27.47% |
$108K - $113K
|
2.69K
$292K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.03K- 30.7% |
$109K - $114K
|
2.33K
$253K
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.03K- 0.65% |
$109K - $114K
|
157K
$17.1M
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.05K- 14.37% |
$111K - $116K
|
6.26K
$680K
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.11K- 1.44% |
$117K - $123K
|
75.9K
$8.25M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.11K- 1.25% |
$117K - $123K
|
87.9K
$9.54M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.11K- 4.97% |
$118K - $123K
|
21.3K
$2.31M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.12K- 7.56% |
$119K - $125K
|
13.8K
$1.49M
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.13K- 12.26% |
$119K - $125K
|
8.07K
$876K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.13K- 8.17% |
$120K - $125K
|
12.7K
$1.38M
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-1.14K- 6.02% |
$120K - $126K
|
17.7K
$1.93M
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-1.14K- 31.17% |
$121K - $127K
|
2.52K
$274K
|