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 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.04% |
$106 - $111
|
2.75K
$298K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.14% |
$106 - $111
|
710
$76.9K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1- 0.04% |
$106 - $111
|
2.28K
$247K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2- 0.05% |
$213 - $221
|
4.29K
$465K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2- 1.74% |
$213 - $221
|
113
$12.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3- 0.68% |
$319 - $332
|
439
$47.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-3- 0.08% |
$319 - $332
|
3.82K
$413K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-4- 0.06% |
$425 - $443
|
6.33K
$686K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4- 0.19% |
$425 - $443
|
2.08K
$225K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-5- 3.16% |
$532 - $553
|
153
$16.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-5- 0.02% |
$532 - $553
|
20.3K
$2.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-5- 0.09% |
$532 - $553
|
5.5K
$596K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-9- 0.4% |
$957 - $996
|
2.23K
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-14- 0.12% |
$1.49K - $1.55K
|
11.5K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-17- 0.64% |
$1.81K - $1.88K
|
2.62K
$284K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-18- 0.02% |
$1.91K - $1.99K
|
112K
$12.1M
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-19- 0.73% |
$2.02K - $2.1K
|
2.57K
$278K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-26- 2.8% |
$2.76K - $2.88K
|
902
$97.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-27- 3.38% |
$2.87K - $2.99K
|
773
$83.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-27- 13.3% |
$2.87K - $2.99K
|
176
$19.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-27- 6.05% |
$2.87K - $2.99K
|
419
$45.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-28- 2.74% |
$2.98K - $3.1K
|
994
$108K
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-32- 0.27% |
$3.4K - $3.54K
|
11.7K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-34- 1.56% |
$3.62K - $3.76K
|
2.15K
$233K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-34- 4.08% |
$3.62K - $3.76K
|
799
$86.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-35- 0.24% |
$3.72K - $3.87K
|
14.7K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-37- 0.52% |
$3.93K - $4.1K
|
7.06K
$765K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-38- 1.41% |
$4.04K - $4.21K
|
2.65K
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-43- 1.47% |
$4.57K - $4.76K
|
2.88K
$312K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-47- 9.61% |
$5K - $5.2K
|
442
$47.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-48- 1.58% |
$5.1K - $5.31K
|
2.98K
$323K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-49- 1.14% |
$5.21K - $5.42K
|
4.24K
$459K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-49- 2.31% |
$5.21K - $5.42K
|
2.07K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-50- 0.1% |
$5.32K - $5.53K
|
51.3K
$5.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-50- 15.11% |
$5.32K - $5.53K
|
281
$30.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-50- 4.05% |
$5.32K - $5.53K
|
1.19K
$128K
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-50- 0.55% |
$5.32K - $5.53K
|
9.11K
$987K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-50- 0.03% |
$5.32K - $5.53K
|
156K
$16.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-50- 2.5% |
$5.32K - $5.53K
|
1.95K
$211K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-52- 0.77% |
$5.53K - $5.76K
|
6.68K
$724K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-55- 1.59% |
$5.85K - $6.09K
|
3.4K
$369K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-61- 1.79% |
$6.49K - $6.75K
|
3.34K
$362K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-62- 2.91% |
$6.59K - $6.86K
|
2.07K
$224K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-68- 2.39% |
$7.23K - $7.53K
|
2.78K
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-70- 1.75% |
$7.44K - $7.75K
|
3.92K
$425K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-71- 3.2% |
$7.55K - $7.86K
|
2.15K
$233K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-71- 2.57% |
$7.55K - $7.86K
|
2.7K
$292K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-72- 2.18% |
$7.66K - $7.97K
|
3.22K
$349K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-73- 2.25% |
$7.76K - $8.08K
|
3.17K
$343K
|