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 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
907+ 4.22% |
$96.1K - $101K
|
22.4K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
867+ 112.6% |
$91.8K - $96.1K
|
1.64K
$177K
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
767+ 4.13% |
$81.2K - $85K
|
19.3K
$2.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
758+ 2.07% |
$80.3K - $84K
|
37.3K
$4.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
697+ 1.38% |
$73.8K - $77.2K
|
51.1K
$5.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
694+ 4.12% |
$73.5K - $76.9K
|
17.5K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
689+ 2.3% |
$73K - $76.4K
|
30.7K
$3.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
686+ 10.21% |
$72.7K - $76K
|
7.4K
$800K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
661+ 6.04% |
$70K - $73.3K
|
11.6K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
605+ 1.49% |
$64.1K - $67.1K
|
41.3K
$4.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
604+ 17.27% |
$64K - $66.9K
|
4.1K
$443K
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
603+ 5.51% |
$63.9K - $66.8K
|
11.5K
$1.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
563+ 2.23% |
$59.6K - $62.4K
|
25.8K
$2.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
559+ 17.13% |
$59.2K - $62K
|
3.82K
$413K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
558+ 12.22% |
$59.1K - $61.8K
|
5.13K
$554K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
547+ 15.47% |
$57.9K - $60.6K
|
4.08K
$441K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
533+ 12.3% |
$56.5K - $59.1K
|
4.87K
$526K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
513New |
$54.3K - $56.9K
|
513
$55.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
511+ 4.42% |
$54.1K - $56.6K
|
12.1K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
508+ 0.63% |
$53.8K - $56.3K
|
81.1K
$8.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
500New |
$53K - $55.4K
|
500
$54.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
495+ 3.05% |
$52.4K - $54.9K
|
16.7K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
492+ 16.16% |
$52.1K - $54.5K
|
3.54K
$382K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
491+ 1.9% |
$52K - $54.4K
|
26.4K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
484+ 0.47% |
$51.3K - $53.6K
|
104K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
465New |
$49.3K - $51.5K
|
465
$50.3K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
462+ 2.51% |
$48.9K - $51.2K
|
18.8K
$2.04M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
414+ 5.99% |
$43.9K - $45.9K
|
7.32K
$792K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
405+ 1.15% |
$42.9K - $44.9K
|
35.5K
$3.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
398+ 1.34% |
$42.2K - $44.1K
|
30.1K
$3.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
375+ 5.14% |
$39.7K - $41.6K
|
7.67K
$829K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
369+ 11.71% |
$39.1K - $40.9K
|
3.52K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
363+ 0.1% |
$38.4K - $40.2K
|
362K
$39.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
333New |
$35.3K - $36.9K
|
333
$36K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
298+ 125.74% |
$31.6K - $33K
|
535
$57.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
290+ 1.73% |
$30.7K - $32.1K
|
17K
$1.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
286+ 9.09% |
$30.3K - $31.7K
|
3.43K
$371K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
278+ 9.9% |
$29.4K - $30.8K
|
3.09K
$334K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
274+ 5.84% |
$29K - $30.4K
|
4.97K
$537K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
271+ 10.53% |
$28.7K - $30K
|
2.85K
$308K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
253+ 2.06% |
$26.8K - $28K
|
12.6K
$1.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
250+ 3.98% |
$26.5K - $27.7K
|
6.54K
$706K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
250+ 5.3% |
$26.5K - $27.7K
|
4.97K
$537K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
248+ 2.5% |
$26.3K - $27.5K
|
10.2K
$1.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
238+ 3.62% |
$25.2K - $26.4K
|
6.82K
$737K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
235New |
$24.9K - $26K
|
235
$25.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
235+ 1.17% |
$24.9K - $26K
|
20.3K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
232+ 0.38% |
$24.6K - $25.7K
|
62K
$6.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
227+ 0.68% |
$24K - $25.2K
|
33.7K
$3.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
227+ 2.59% |
$24K - $25.2K
|
9K
$972K
|