Latest Institutional Transactions on Ishares Tr Tips Bd ETF (TIP)
This table provides information on the latest institutional transactions involving Ishares Tr Tips Bd ETF (TIP) 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 |
---|---|---|---|---|---|---|---|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.17K- 9.51% |
$124K - $130K
|
11.2K
$1.23M
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-152- 2.74% |
$16.1K - $16.9K
|
5.4K
$594K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.11K- 5.03% |
$118K - $124K
|
21K
$2.31M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.59K+ 13.45% |
$169K - $177K
|
13.4K
$1.48M
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
40+ 0.28% |
$4.25K - $4.44K
|
14.5K
$1.6M
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-324- 10.47% |
$34.4K - $36K
|
2.77K
$305K
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-230- 2.52% |
$24.4K - $25.6K
|
8.88K
$978K
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
11.1K+ 37.59% |
$1.18M - $1.23M
|
40.5K
$4.46M
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-1.37K- 3.79% |
$145K - $152K
|
34.7K
$3.82M
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-142- 3.62% |
$15.1K - $15.8K
|
3.78K
$416K
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2.73K- 10.25% |
$290K - $304K
|
23.9K
$2.63M
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
241+ 6.24% |
$25.6K - $26.8K
|
4.1K
$451K
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
13.8K+ 3.45% |
$1.46M - $1.53M
|
412K
$45.4M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.52K- 13.13% |
$162K - $169K
|
10.1K
$1.11M
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-55- 31.61% |
$5.84K - $6.11K
|
119
$13.1K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
353+ 129.3% |
$37.5K - $39.2K
|
626
$68.9K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
70+ 1.1% |
$7.44K - $7.78K
|
6.44K
$708K
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-98.7K- 52.65% |
$10.5M - $11M
|
88.7K
$9.77M
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-126- 2.71% |
$13.4K - $14K
|
4.52K
$498K
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-105- 2.55% |
$11.2K - $11.7K
|
4.01K
$441K
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
767K+ 96.46% |
$81.5M - $85.2M
|
1.56M
$172M
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.55K- 2.49% |
$165K - $172K
|
60.6K
$6.67M
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-247- 0.28% |
$26.2K - $27.4K
|
87K
$9.58M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.44K- 24.64% |
$153K - $160K
|
4.41K
$485K
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-1.46K- 31.21% |
$155K - $162K
|
3.22K
$354K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
23.1K+ 80.88% |
$2.45M - $2.56M
|
51.6K
$5.68M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
192+ 0.88% |
$20.4K - $21.3K
|
21.9K
$2.41M
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
90New |
$9.56K - $10K
|
90
$9.91K
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
251+ 6.36% |
$26.7K - $27.9K
|
4.2K
$462K
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-153- 3.04% |
$16.3K - $17K
|
4.88K
$537K
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-50- 0.65% |
$5.31K - $5.55K
|
7.6K
$836K
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-805- 1.54% |
$85.5K - $89.4K
|
51.5K
$5.67M
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-171- 2.62% |
$18.2K - $19K
|
6.37K
$701K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-926- 2.93% |
$98.4K - $103K
|
30.7K
$3.38M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
76+ 1.89% |
$8.07K - $8.44K
|
4.1K
$451K
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
16+ 0.69% |
$1.7K - $1.78K
|
2.35K
$258K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.9K- 13.87% |
$202K - $211K
|
11.8K
$1.3M
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-4.19K- 9.32% |
$445K - $465K
|
40.7K
$4.49M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.22K- 55.84% |
$554K - $580K
|
4.13K
$454K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.59K- 36.85% |
$381K - $399K
|
6.16K
$678K
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-31- 1.64% |
$3.29K - $3.44K
|
1.85K
$204K
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
412+ 1.39% |
$43.8K - $45.8K
|
30.1K
$3.31M
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
364+ 10.0% |
$38.7K - $40.4K
|
4.01K
$441K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
275+ 0.43% |
$29.2K - $30.5K
|
63.5K
$6.99M
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
196+ 9.28% |
$20.8K - $21.8K
|
2.31K
$254K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-23- 2.98% |
$2.44K - $2.56K
|
750
$82.6K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
54+ 1.93% |
$5.74K - $6K
|
2.85K
$313K
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.5K+ 1.65% |
$690K - $722K
|
401K
$44.1M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.6K- 20.82% |
$489K - $511K
|
17.5K
$1.93M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-859- 59.24% |
$91.2K - $95.4K
|
591
$65.1K
|