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 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
6.3KNew |
$670K - $698K
|
6.3K
$683K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.08K+ 32.25% |
$646K - $673K
|
24.9K
$2.7M
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
6.04KNew |
$642K - $669K
|
6.04K
$654K
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
5.7K+ 5.41% |
$606K - $631K
|
111K
$12M
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
5.66K+ 1.96% |
$602K - $627K
|
295K
$31.9M
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
5.41KNew |
$576K - $599K
|
5.41K
$586K
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.38K+ 33.58% |
$572K - $595K
|
21.4K
$2.32M
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
5.26KNew |
$559K - $582K
|
5.26K
$569K
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
5.19KNew |
$552K - $575K
|
5.19K
$563K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.13K+ 24.19% |
$546K - $568K
|
26.4K
$2.85M
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
4.78KNew |
$509K - $529K
|
4.78K
$518K
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
4.47KNew |
$476K - $495K
|
4.47K
$484K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.47K+ 67.18% |
$475K - $495K
|
11.1K
$1.2M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.43KNew |
$471K - $490K
|
4.43K
$480K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.42K+ 103.75% |
$470K - $489K
|
8.68K
$941K
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
4.24K+ 102.77% |
$450K - $469K
|
8.36K
$905K
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
4.19K+ 86.02% |
$445K - $463K
|
9.05K
$980K
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
4.08K+ 146.5% |
$434K - $452K
|
6.87K
$744K
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
4.04K+ 5.44% |
$430K - $447K
|
78.3K
$8.48M
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
4.02KNew |
$428K - $445K
|
4.02K
$436K
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.01K+ 50.22% |
$427K - $444K
|
12K
$1.3M
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
3.97KNew |
$422K - $440K
|
3.97K
$430K
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.72KNew |
$396K - $412K
|
3.72K
$403K
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.68K+ 4844.74% |
$392K - $408K
|
3.76K
$407K
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
3.68KNew |
$392K - $408K
|
3.68K
$399K
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.64KNew |
$387K - $403K
|
3.64K
$394K
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
3.54KNew |
$376K - $391K
|
3.54K
$383K
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
3.51KNew |
$373K - $388K
|
3.51K
$380K
|
|
Jan 29, 2025
Q4 2024
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
3.4KNew |
$361K - $376K
|
3.4K
$368K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.32K+ 49.4% |
$353K - $367K
|
10K
$1.09M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.28KNew |
$349K - $363K
|
3.28K
$356K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.27K+ 1.15% |
$348K - $362K
|
288K
$31.2M
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
3.23KNew |
$343K - $357K
|
3.23K
$350K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.18K+ 167.44% |
$338K - $352K
|
5.08K
$551K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.15K+ 30.92% |
$335K - $349K
|
13.3K
$1.44M
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.15KNew |
$335K - $349K
|
3.15K
$341K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.04K+ 4.14% |
$323K - $336K
|
76.3K
$8.27M
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3K+ 6.29% |
$319K - $333K
|
50.8K
$5.5M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
2.99K+ 7.14% |
$318K - $331K
|
44.9K
$4.87M
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.95KNew |
$313K - $326K
|
2.95K
$319K
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.91K+ 8.22% |
$310K - $322K
|
38.3K
$4.15M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.9K+ 15.38% |
$309K - $321K
|
21.8K
$2.36M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.84K+ 3.38% |
$302K - $315K
|
87K
$9.42M
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.77KNew |
$295K - $307K
|
2.77K
$301K
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
2.76K+ 2.78% |
$294K - $306K
|
102K
$11.1M
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.68KNew |
$284K - $296K
|
2.68K
$290K
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.61K+ 2.11% |
$277K - $289K
|
126K
$13.7M
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2.5K+ 97.39% |
$266K - $277K
|
5.07K
$549K
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
2.37KNew |
$251K - $262K
|
2.37K
$256K
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
2.33KNew |
$248K - $258K
|
2.33K
$252K
|