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 |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.96K- 45.98% |
$419K - $438K
|
4.65K
$502K
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-4.12K- 4.12% |
$437K - $457K
|
95.9K
$10.4M
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-4.27K- 13.86% |
$452K - $473K
|
26.5K
$2.87M
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-4.4K- 6.47% |
$466K - $488K
|
63.7K
$6.88M
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-4.45K- 90.43% |
$471K - $493K
|
471
$50.9K
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.52K- 34.67% |
$479K - $501K
|
8.52K
$921K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.54K- 90.61% |
$481K - $504K
|
471
$50.9K
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.7K- 11.91% |
$498K - $521K
|
34.8K
$3.76M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.7K- 22.24% |
$498K - $521K
|
16.4K
$1.78M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.94K- 68.92% |
$524K - $548K
|
2.23K
$241K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-4.97K- 1.74% |
$526K - $551K
|
281K
$30.4M
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-5.07K- 14.32% |
$537K - $562K
|
30.3K
$3.28M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.36K- 23.16% |
$567K - $594K
|
17.8K
$1.92M
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.39K- 16.54% |
$571K - $597K
|
27.2K
$2.94M
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.46K- 3.84% |
$579K - $606K
|
137K
$14.8M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.62K- 45.52% |
$595K - $622K
|
6.72K
$726K
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-5.96K- 6.91% |
$631K - $661K
|
80.3K
$8.68M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.05K- 2.5% |
$641K - $670K
|
236K
$25.5M
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-6.16K- 9.18% |
$653K - $683K
|
60.9K
$6.59M
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-6.27K- 43.95% |
$664K - $695K
|
7.99K
$864K
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-6.28K- 75.84% |
$665K - $696K
|
2K
$216K
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-6.34K- 64.92% |
$672K - $703K
|
3.43K
$370K
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-6.51K- 19.56% |
$689K - $721K
|
26.8K
$2.89M
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-6.52K- 40.24% |
$690K - $722K
|
9.68K
$1.05M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.65K- 45.25% |
$705K - $737K
|
8.05K
$870K
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-6.89K- 99.78% |
$730K - $764K
|
15
$1.62K
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-6.9K- 20.34% |
$731K - $765K
|
27K
$2.92M
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-6.95K- 3.08% |
$736K - $770K
|
218K
$23.6M
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-6.97K- 75.38% |
$738K - $772K
|
2.28K
$246K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7.18K- 31.31% |
$760K - $795K
|
15.7K
$1.7M
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-7.3K- 10.31% |
$773K - $809K
|
63.5K
$6.87M
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-7.67K- 90.55% |
$812K - $850K
|
800
$86.5K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-8.47K- 14.42% |
$897K - $938K
|
50.3K
$5.43M
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.6K- 23.98% |
$911K - $953K
|
27.3K
$2.95M
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-8.67K- 25.42% |
$918K - $961K
|
25.4K
$2.75M
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-8.78K- 91.94% |
$930K - $973K
|
770
$83.2K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.88K- 74.34% |
$940K - $984K
|
3.06K
$331K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-9.04K- 57.61% |
$958K - $1M
|
6.65K
$719K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-9.06K- 5.19% |
$960K - $1M
|
165K
$17.9M
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.13K- 51.09% |
$967K - $1.01M
|
8.74K
$945K
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-9.55K- 48.21% |
$1.01M - $1.06M
|
10.3K
$1.11M
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-9.99K- 8.52% |
$1.06M - $1.11M
|
107K
$11.6M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-10K- 10.66% |
$1.06M - $1.11M
|
84.1K
$9.09M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.1K- 84.17% |
$1.07M - $1.12M
|
1.9K
$206K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.2K- 96.1% |
$1.08M - $1.13M
|
415
$44.9K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.4K- 23.57% |
$1.21M - $1.26M
|
36.9K
$3.99M
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-11.6K- 85.14% |
$1.23M - $1.29M
|
2.03K
$219K
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-12.8K- 75.78% |
$1.36M - $1.42M
|
4.1K
$443K
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-13.2K- 16.71% |
$1.4M - $1.47M
|
65.9K
$7.13M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.3K- 19.59% |
$1.41M - $1.47M
|
54.5K
$5.89M
|