Purchases and Sales Made in Q4 2024 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-107- 2.36% |
$11.4K - $11.8K
|
4.44K
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-109- 2.03% |
$11.6K - $12.1K
|
5.27K
$572K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-125- 1.38% |
$13.3K - $13.8K
|
8.93K
$969K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-130- 4.08% |
$13.8K - $14.4K
|
3.06K
$332K
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-132- 5.54% |
$14K - $14.6K
|
2.25K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-133- 2.05% |
$14.1K - $14.7K
|
6.34K
$688K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-134- 5.09% |
$14.2K - $14.8K
|
2.5K
$271K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-136- 11.11% |
$14.5K - $15.1K
|
1.09K
$118K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-137- 4.35% |
$14.6K - $15.2K
|
3.01K
$327K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-144- 16.13% |
$15.3K - $15.9K
|
749
$81.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-147- 1.27% |
$15.6K - $16.3K
|
11.4K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-148- 1.96% |
$15.7K - $16.4K
|
7.42K
$805K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-149- 7.69% |
$15.8K - $16.5K
|
1.79K
$194K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-150- 5.06% |
$15.9K - $16.6K
|
2.82K
$306K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-150- 3.52% |
$15.9K - $16.6K
|
4.11K
$446K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-151- 3.17% |
$16.1K - $16.7K
|
4.61K
$500K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-153- 1.66% |
$16.3K - $16.9K
|
9.05K
$982K
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-155- 6.88% |
$16.5K - $17.2K
|
2.1K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-163- 3.74% |
$17.3K - $18K
|
4.2K
$455K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-166- 2.36% |
$17.7K - $18.4K
|
6.86K
$744K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-167- 1.83% |
$17.8K - $18.5K
|
8.97K
$974K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-169- 4.47% |
$18K - $18.7K
|
3.61K
$392K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-171- 5.75% |
$18.2K - $18.9K
|
2.81K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-173- 5.58% |
$18.4K - $19.1K
|
2.93K
$318K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-175- 4.19% |
$18.6K - $19.4K
|
4K
$434K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-178- 1.62% |
$18.9K - $19.7K
|
10.8K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-180- 1.32% |
$19.1K - $19.9K
|
13.4K
$1.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-185- 62.08% |
$19.7K - $20.5K
|
113
$12.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-186- 22.3% |
$19.8K - $20.6K
|
648
$70.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-193- 31.74% |
$20.5K - $21.4K
|
415
$45K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-200- 8.79% |
$21.3K - $22.1K
|
2.08K
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-200- 7.1% |
$21.3K - $22.1K
|
2.62K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-200- 41.32% |
$21.3K - $22.1K
|
284
$30.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-216- 56.4% |
$23K - $23.9K
|
167
$18.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-217- 5.74% |
$23.1K - $24K
|
3.57K
$387K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-226- 3.43% |
$24K - $25K
|
6.37K
$691K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-232- 59.64% |
$24.7K - $25.7K
|
157
$17K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-233- 2.59% |
$24.8K - $25.8K
|
8.76K
$951K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-233- 7.75% |
$24.8K - $25.8K
|
2.78K
$301K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-237- 1.89% |
$25.2K - $26.2K
|
12.3K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-240- 2.86% |
$25.5K - $26.6K
|
8.14K
$884K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-240- 2.85% |
$25.5K - $26.6K
|
8.19K
$889K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-240- 1.59% |
$25.5K - $26.6K
|
14.8K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-254- 10.92% |
$27K - $28.1K
|
2.07K
$225K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-256- 0.98% |
$27.2K - $28.3K
|
25.8K
$2.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-256- 3.83% |
$27.2K - $28.3K
|
6.42K
$697K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-262- 1.77% |
$27.9K - $29K
|
14.5K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-263- 16.91% |
$28K - $29.1K
|
1.29K
$140K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-268- 56.9% |
$28.5K - $29.7K
|
203
$22K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-270- 11.74% |
$28.7K - $29.9K
|
2.03K
$220K
|