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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.62K- 7.99% |
$172K - $179K
|
18.7K
$2.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-1.63K- 4.27% |
$173K - $180K
|
36.4K
$4.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.65K- 33.8% |
$176K - $183K
|
3.24K
$360K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.67K- 13.14% |
$177K - $185K
|
11K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-1.7K- 20.16% |
$181K - $188K
|
6.72K
$746K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.71K- 1.9% |
$182K - $189K
|
88.2K
$9.78M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-1.77K- 10.13% |
$188K - $196K
|
15.7K
$1.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.77K- 2.11% |
$189K - $196K
|
82.2K
$9.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.77K- 44.85% |
$189K - $196K
|
2.18K
$242K
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.78K- 22.79% |
$189K - $196K
|
6.02K
$668K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.78KClosed |
$189K - $197K
|
0
$0
|
|
|
Aug 25, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-1.81K- 98.42% |
$192K - $200K
|
29
$3.22K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.81K- 4.36% |
$192K - $200K
|
39.7K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.81K- 33.32% |
$193K - $201K
|
3.63K
$403K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.81K- 19.45% |
$193K - $201K
|
7.51K
$834K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.88K- 30.89% |
$199K - $208K
|
4.19K
$465K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.89K- 2.15% |
$201K - $209K
|
86K
$9.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.9K- 18.53% |
$202K - $210K
|
8.36K
$927K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.91K- 19.47% |
$203K - $211K
|
7.89K
$876K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.94K- 11.79% |
$206K - $215K
|
14.5K
$1.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.97K- 5.25% |
$209K - $218K
|
35.5K
$3.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-1.99K- 39.78% |
$211K - $220K
|
3.01K
$334K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-2K- 28.96% |
$213K - $221K
|
4.91K
$544K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.01K- 16.58% |
$214K - $222K
|
10.1K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.01K- 68.61% |
$214K - $223K
|
920
$102K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-2.04K- 29.76% |
$217K - $226K
|
4.83K
$536K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.09K- 25.53% |
$222K - $231K
|
6.09K
$676K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.09K- 38.65% |
$222K - $231K
|
3.32K
$368K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.14K- 15.53% |
$228K - $237K
|
11.7K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.14K- 5.04% |
$228K - $237K
|
40.4K
$4.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-2.17K- 14.96% |
$231K - $240K
|
12.3K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.19K- 6.88% |
$233K - $243K
|
29.7K
$3.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.21K- 71.78% |
$234K - $244K
|
867
$96.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-2.25K- 3.97% |
$239K - $249K
|
54.4K
$6.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.31K- 9.3% |
$245K - $255K
|
22.5K
$2.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.33K- 55.21% |
$248K - $258K
|
1.89K
$210K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-2.35K- 13.9% |
$250K - $260K
|
14.6K
$1.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.35K- 19.45% |
$250K - $261K
|
9.75K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.39K- 69.68% |
$254K - $265K
|
1.04K
$116K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-2.42K- 32.25% |
$257K - $268K
|
5.08K
$564K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-2.46K- 4.82% |
$262K - $273K
|
48.6K
$5.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-2.48K- 19.82% |
$264K - $274K
|
10K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.51K- 11.71% |
$266K - $277K
|
18.9K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-2.62K- 27.07% |
$278K - $290K
|
7.06K
$783K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.76K- 11.08% |
$293K - $305K
|
22.1K
$2.46M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.81K- 39.41% |
$299K - $311K
|
4.32K
$479K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.83K- 3.83% |
$301K - $313K
|
71.1K
$7.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.85K- 6.43% |
$303K - $316K
|
41.5K
$4.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.86K- 98.32% |
$305K - $317K
|
49
$5.44K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.92K- 40.66% |
$310K - $323K
|
4.26K
$473K
|