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 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
55New |
$5.83K - $6.1K
|
55
$5.97K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
49+ 0.57% |
$5.19K - $5.43K
|
8.67K
$941K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
48+ 2.15% |
$5.08K - $5.32K
|
2.28K
$248K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
47+ 2.11% |
$4.98K - $5.21K
|
2.28K
$247K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
43+ 1.91% |
$4.55K - $4.77K
|
2.3K
$250K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
43+ 0.25% |
$4.55K - $4.77K
|
16.9K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
43+ 0.69% |
$4.55K - $4.77K
|
6.25K
$679K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
40New |
$4.24K - $4.43K
|
40
$4.34K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
39+ 0.13% |
$4.13K - $4.32K
|
29.7K
$3.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
36+ 0.91% |
$3.81K - $3.99K
|
3.98K
$432K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
35+ 46.05% |
$3.71K - $3.88K
|
111
$12K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
28+ 0.61% |
$2.97K - $3.1K
|
4.62K
$501K
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
28+ 0.56% |
$2.97K - $3.1K
|
4.99K
$542K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
27+ 0.61% |
$2.86K - $2.99K
|
4.45K
$483K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
26+ 1.05% |
$2.75K - $2.88K
|
2.5K
$272K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
24+ 0.55% |
$2.54K - $2.66K
|
4.37K
$474K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
23+ 1.06% |
$2.44K - $2.55K
|
2.19K
$238K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
23New |
$2.44K - $2.55K
|
23
$2.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
19+ 0.1% |
$2.01K - $2.11K
|
18.7K
$2.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
19New |
$2.01K - $2.11K
|
19
$2.06K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13+ 0.54% |
$1.38K - $1.44K
|
2.43K
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
13+ 0.6% |
$1.38K - $1.44K
|
2.18K
$237K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
12+ 4.29% |
$1.27K - $1.33K
|
292
$31.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 0.62% |
$1.27K - $1.33K
|
1.94K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
9+ 0.35% |
$953 - $997
|
2.56K
$278K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9+ 0.43% |
$953 - $997
|
2.08K
$226K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9+ 0.07% |
$953 - $997
|
12.1K
$1.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
9+ 0.5% |
$953 - $997
|
1.79K
$195K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
8+ 0.09% |
$847 - $887
|
9.06K
$983K
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
7+ 0.15% |
$741 - $776
|
4.55K
$494K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.16% |
$636 - $665
|
3.67K
$398K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
5+ 0.14% |
$530 - $554
|
3.52K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
5+ 0.02% |
$530 - $554
|
20.4K
$2.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
4+ 0.14% |
$424 - $443
|
2.88K
$313K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4+ 0.11% |
$424 - $443
|
3.65K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
4+ 0.17% |
$424 - $443
|
2.36K
$256K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 0.61% |
$424 - $443
|
665
$72.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3+ 2.14% |
$318 - $332
|
143
$15.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3+ 0.11% |
$318 - $332
|
2.66K
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
2+ 0.06% |
$212 - $222
|
3.53K
$383K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2+ 0.04% |
$212 - $222
|
4.66K
$506K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2+ 0.09% |
$212 - $222
|
2.25K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.29% |
$212 - $222
|
690
$74.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2+ 0.05% |
$212 - $222
|
3.7K
$402K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 0.14% |
$212 - $222
|
1.43K
$155K
|
|
|
Nov 14, 2024
Q3 2024
|
Summer Road LLC
West Palm Beach, FL |
BUY
|
- |
1+ 1.23% |
$106 - $111
|
82
$8.9K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 0.08% |
$106 - $111
|
1.29K
$140K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.31% |
$106 - $111
|
319
$34.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.66% |
$106 - $111
|
153
$16.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1+ 0.01% |
$106 - $111
|
13.5K
$1.47M
|