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 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-270- 11.74% |
$28.7K - $29.9K
|
2.03K
$220K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-275- 12.61% |
$29.2K - $30.4K
|
1.91K
$206K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-276- 19.29% |
$29.3K - $30.6K
|
1.16K
$125K
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-287- 2.94% |
$30.5K - $31.8K
|
9.46K
$1.03M
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-288- 8.13% |
$30.6K - $31.9K
|
3.25K
$352K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-292- 54.58% |
$31K - $32.3K
|
243
$26.3K
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-297- 27.94% |
$31.6K - $32.9K
|
766
$83K
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-303- 3.67% |
$32.2K - $33.5K
|
7.94K
$860K
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-312- 2.99% |
$33.2K - $34.5K
|
10.1K
$1.1M
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-313- 14.04% |
$33.3K - $34.6K
|
1.92K
$208K
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-313- 17.62% |
$33.3K - $34.6K
|
1.46K
$159K
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-331- 9.66% |
$35.2K - $36.6K
|
3.1K
$335K
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-331- 9.4% |
$35.2K - $36.6K
|
3.19K
$345K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-352- 3.63% |
$37.4K - $39K
|
9.35K
$1.01M
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-354- 1.81% |
$37.6K - $39.2K
|
19.2K
$2.09M
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-361- 1.25% |
$38.4K - $40K
|
28.5K
$3.09M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-367- 2.26% |
$39K - $40.6K
|
15.8K
$1.72M
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-381- 11.31% |
$40.5K - $42.2K
|
2.99K
$324K
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-391- 15.62% |
$41.6K - $43.3K
|
2.11K
$229K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-409- 6.8% |
$43.5K - $45.3K
|
5.61K
$608K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-422- 4.8% |
$44.9K - $46.7K
|
8.37K
$907K
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-427- 5.62% |
$45.4K - $47.3K
|
7.17K
$777K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-428- 4.56% |
$45.5K - $47.4K
|
8.95K
$970K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-429- 11.75% |
$45.6K - $47.5K
|
3.22K
$349K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-433- 6.74% |
$46K - $47.9K
|
5.99K
$649K
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-437- 7.99% |
$46.5K - $48.4K
|
5.03K
$545K
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-438- 6.81% |
$46.6K - $48.5K
|
5.99K
$649K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-439- 10.75% |
$46.7K - $48.6K
|
3.64K
$395K
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-440- 3.62% |
$46.8K - $48.7K
|
11.7K
$1.27M
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-459- 15.21% |
$48.8K - $50.8K
|
2.56K
$277K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-474- 3.14% |
$50.4K - $52.5K
|
14.6K
$1.58M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-475- 24.36% |
$50.5K - $52.6K
|
1.48K
$160K
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-481- 10.92% |
$51.1K - $53.2K
|
3.93K
$425K
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-500- 9.07% |
$53.2K - $55.3K
|
5.01K
$543K
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-503- 4.9% |
$53.5K - $55.7K
|
9.75K
$1.06M
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-503- 8.31% |
$53.5K - $55.7K
|
5.55K
$601K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-506- 7.96% |
$53.8K - $56K
|
5.85K
$634K
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-534- 21.16% |
$56.8K - $59.1K
|
1.99K
$216K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-547- 4.53% |
$58.2K - $60.5K
|
11.5K
$1.25M
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-560- 10.72% |
$59.5K - $62K
|
4.66K
$505K
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-592- 12.37% |
$62.9K - $65.5K
|
4.19K
$454K
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-595- 18.31% |
$63.3K - $65.9K
|
2.66K
$288K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-600- 10.04% |
$63.8K - $66.4K
|
5.38K
$583K
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-609- 4.98% |
$64.8K - $67.4K
|
11.6K
$1.26M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-642- 1.85% |
$68.3K - $71.1K
|
34.1K
$3.7M
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-682- 5.66% |
$72.5K - $75.5K
|
11.4K
$1.23M
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-695- 19.75% |
$73.9K - $76.9K
|
2.82K
$306K
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-702- 6.54% |
$74.6K - $77.7K
|
10K
$1.09M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-716- 9.34% |
$76.1K - $79.3K
|
6.95K
$753K
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-724- 7.95% |
$77K - $80.1K
|
8.38K
$908K
|