Latest Institutional Transactions on Pimco ETF Tr 15+ Yr Us Tips In (LTPZ)
This table provides information on the latest institutional transactions involving Pimco ETF Tr 15+ Yr Us Tips In (LTPZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.67K+ 5.34% |
$85.3K - $93.2K
|
33K
$1.72M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
500New |
$25.5K - $27.9K
|
500
$26K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
1.39K+ 7.27% |
$70.8K - $77.4K
|
20.5K
$1.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
17.2K+ 11.52% |
$877K - $958K
|
166K
$8.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
416KNew |
$21.2M - $23.2M
|
416K
$21.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
84KNew |
$4.28M - $4.68M
|
84K
$4.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
441+ 1.86% |
$22.5K - $24.6K
|
24.2K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-582- 11.05% |
$29.7K - $32.4K
|
4.69K
$244K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-637- 77.59% |
$32.5K - $35.5K
|
184
$9.57K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
14.1K+ 2.3% |
$721K - $788K
|
629K
$32.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
56New |
$2.86K - $3.12K
|
56
$2.91K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.81K+ 2.95% |
$143K - $157K
|
98.1K
$5.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
174New |
$8.87K - $9.7K
|
174
$9.05K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.09K- 28.05% |
$158K - $172K
|
7.93K
$413K
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
6.59K+ 14.64% |
$336K - $367K
|
51.6K
$2.68M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
17.3K+ 3.32% |
$881K - $963K
|
537K
$28M
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
2.24K+ 6.08% |
$114K - $125K
|
39K
$2.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.39KNew |
$224K - $245K
|
4.39K
$228K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.67KNew |
$187K - $205K
|
3.67K
$191K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-15.4K- 24.96% |
$785K - $858K
|
46.3K
$2.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-20.6K- 15.07% |
$1.05M - $1.15M
|
116K
$6.03M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.6% |
$51 - $55.7
|
169
$8.79K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.92K+ 102.96% |
$99.7K - $111K
|
3.78K
$196K
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
3.85KNew |
$201K - $224K
|
3.85K
$200K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5KNew |
$260K - $291K
|
5K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-4.45K- 11.49% |
$231K - $258K
|
34.2K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
19.7KNew |
$1.03M - $1.15M
|
19.7K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
111New |
$5.78K - $6.45K
|
111
$5.77K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
145New |
$7.55K - $8.43K
|
145
$7.54K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.61K- 96.69% |
$83.6K - $93.3K
|
55
$2.86K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
871New |
$45.4K - $50.6K
|
871
$45.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
106+ 43.44% |
$5.52K - $6.16K
|
350
$18.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
56.3KNew |
$2.93M - $3.27M
|
56.3K
$2.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
7.76KNew |
$404K - $451K
|
7.76K
$404K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32New |
$1.67K - $1.86K
|
32
$1.66K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 1.11% |
$52.1 - $58.1
|
91
$4.73K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.73KNew |
$246K - $275K
|
4.73K
$246K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.48% |
$52.1 - $58.1
|
209
$10.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
360New |
$18.7K - $20.9K
|
360
$18.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.47K+ 9212.5% |
$76.8K - $85.7K
|
1.49K
$77.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-406- 9.21% |
$21.1K - $23.6K
|
4K
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-58- 28.71% |
$3.02K - $3.37K
|
144
$7.49K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-943- 4.62% |
$49.1K - $54.8K
|
19.5K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
529+ 5.05% |
$27.5K - $30.8K
|
11K
$573K
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
9.25KNew |
$481K - $537K
|
9.25K
$481K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1.27K- 7.62% |
$66.3K - $74.1K
|
15.5K
$804K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
25.8K+ 683.47% |
$1.34M - $1.5M
|
29.5K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
71New |
$3.7K - $4.13K
|
71
$3.69K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.29K- 73.04% |
$68.4K - $75.6K
|
475
$24.7K
|
|