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 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-1.23K- 14.91% |
$131K - $136K
|
7.02K
$761K
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.23K- 2.17% |
$131K - $136K
|
55.6K
$6.03M
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.24K- 2.3% |
$132K - $137K
|
52.7K
$5.71M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.24K- 16.8% |
$132K - $138K
|
6.16K
$668K
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.27K- 1.8% |
$135K - $140K
|
69.2K
$7.51M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.28K- 5.17% |
$136K - $142K
|
23.5K
$2.55M
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.29K- 1.58% |
$137K - $142K
|
79.8K
$8.65M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.29K- 94.57% |
$137K - $143K
|
74
$8.02K
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.29K- 11.33% |
$137K - $143K
|
10.1K
$1.1M
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.3K- 27.99% |
$138K - $144K
|
3.34K
$363K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.31K- 16.31% |
$140K - $145K
|
6.74K
$730K
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.31K- 4.98% |
$140K - $145K
|
25.1K
$2.72M
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.32K- 7.05% |
$140K - $146K
|
17.4K
$1.88M
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.33K- 12.79% |
$142K - $148K
|
9.09K
$985K
|
|
Jan 27, 2025
Q4 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-1.34K- 20.5% |
$142K - $148K
|
5.2K
$563K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.38K- 9.71% |
$146K - $152K
|
12.8K
$1.39M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.38K- 3.64% |
$147K - $153K
|
36.4K
$3.95M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.44K- 19.6% |
$153K - $159K
|
5.89K
$638K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.44K- 11.92% |
$153K - $159K
|
10.6K
$1.15M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.46K- 27.83% |
$155K - $161K
|
3.78K
$409K
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.47K- 9.98% |
$156K - $162K
|
13.2K
$1.43M
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1.49K- 5.51% |
$158K - $165K
|
25.5K
$2.77M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.5K- 5.16% |
$160K - $166K
|
27.6K
$2.99M
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.51K- 36.72% |
$160K - $167K
|
2.6K
$281K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.52K- 15.66% |
$162K - $168K
|
8.19K
$888K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.6K- 7.45% |
$170K - $177K
|
19.9K
$2.15M
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.6K- 99.38% |
$170K - $177K
|
10
$1.08K
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.61K- 19.73% |
$171K - $178K
|
6.54K
$709K
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.61K- 11.92% |
$171K - $178K
|
11.9K
$1.29M
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.62K- 7.99% |
$172K - $179K
|
18.7K
$2.02M
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-1.63K- 4.27% |
$173K - $180K
|
36.4K
$3.95M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.65K- 33.8% |
$176K - $183K
|
3.24K
$351K
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-1.7K- 20.16% |
$181K - $188K
|
6.72K
$729K
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.71K- 1.9% |
$182K - $189K
|
88.2K
$9.56M
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-1.77K- 10.13% |
$188K - $196K
|
15.7K
$1.7M
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.77K- 44.85% |
$189K - $196K
|
2.18K
$236K
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.77K- 2.11% |
$189K - $196K
|
82.2K
$8.91M
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.78K- 22.79% |
$189K - $196K
|
6.02K
$652K
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.78KClosed |
$189K - $197K
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.81K- 4.36% |
$192K - $200K
|
39.7K
$4.3M
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.81K- 19.45% |
$193K - $201K
|
7.51K
$814K
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.88K- 30.89% |
$199K - $208K
|
4.19K
$455K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.89K- 2.15% |
$201K - $209K
|
86K
$9.32M
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.9K- 18.53% |
$202K - $210K
|
8.36K
$906K
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.91K- 19.47% |
$203K - $211K
|
7.89K
$855K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.97K- 5.25% |
$209K - $218K
|
35.5K
$3.85M
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-1.99K- 39.78% |
$211K - $220K
|
3.01K
$326K
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-2K- 28.96% |
$213K - $221K
|
4.91K
$532K
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.01K- 16.58% |
$214K - $222K
|
10.1K
$1.1M
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.01K- 68.61% |
$214K - $223K
|
920
$99.7K
|