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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
2.06KNew |
$217K - $222K
|
2.06K
$219K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-65.2K- 96.89% |
$6.89M - $7.04M
|
2.09K
$223K
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.83K+ 1.5% |
$405K - $414K
|
259K
$27.6M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-36- 0.96% |
$3.8K - $3.89K
|
3.73K
$397K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.29KNew |
$876K - $895K
|
8.29K
$882K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-1.4K- 42.42% |
$148K - $151K
|
1.9K
$202K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
224New |
$23.7K - $24.2K
|
224
$23.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-140- 6.95% |
$14.8K - $15.1K
|
1.87K
$199K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.34K- 11.36% |
$142K - $145K
|
10.5K
$1.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-4.33K- 40.44% |
$458K - $468K
|
6.38K
$680K
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
8.16K+ 7628.04% |
$863K - $882K
|
8.27K
$881K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
458New |
$48.4K - $49.5K
|
458
$48.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-50- 2.6% |
$5.28K - $5.4K
|
1.87K
$199K
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.96KNew |
$207K - $212K
|
1.96K
$209K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-530- 4.39% |
$56K - $57.3K
|
11.5K
$1.23M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
400+ 645.16% |
$42.3K - $43.2K
|
462
$49.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-487- 19.43% |
$51.5K - $52.6K
|
2.02K
$215K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-14.4K- 47.4% |
$1.52M - $1.56M
|
16K
$1.7M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.57K- 8.25% |
$166K - $170K
|
17.5K
$1.86M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
691+ 5.76% |
$73K - $74.7K
|
12.7K
$1.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-46.1K- 58.01% |
$4.87M - $4.98M
|
33.3K
$3.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-147- 39.1% |
$15.5K - $15.9K
|
229
$24.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-120- 44.28% |
$12.7K - $13K
|
151
$16.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-475- 14.46% |
$50.2K - $51.3K
|
2.81K
$299K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
30+ 50.85% |
$3.17K - $3.24K
|
89
$9.48K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.4K- 55.47% |
$994K - $1.02M
|
7.55K
$804K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-162- 3.43% |
$17.1K - $17.5K
|
4.56K
$485K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-130- 5.89% |
$13.7K - $14K
|
2.08K
$221K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
54.3KNew |
$5.74M - $5.86M
|
54.3K
$5.78M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-697- 25.58% |
$73.7K - $75.3K
|
2.03K
$216K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.92KNew |
$203K - $208K
|
1.92K
$205K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.88KNew |
$198K - $203K
|
1.88K
$200K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
26+ 130.0% |
$2.75K - $2.81K
|
46
$4.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-169- 2.12% |
$17.9K - $18.3K
|
7.8K
$831K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.95K+ 92.05% |
$206K - $210K
|
4.06K
$432K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-941- 23.42% |
$99.5K - $102K
|
3.08K
$328K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-5- 35.71% |
$528 - $540
|
9
$958
|
|
| Q4 2023 | |||||||
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
1.77K+ 3.39% |
$180K - $191K
|
53.8K
$5.73M
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-180K- 99.83% |
$18.3M - $19.4M
|
312
$33.2K
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
179+ 2.13% |
$18.3K - $19.3K
|
8.6K
$916K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.27KClosed |
$232K - $245K
|
0
$0
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-477- 14.67% |
$48.7K - $51.5K
|
2.77K
$295K
|
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-11- 0.02% |
$1.12K - $1.19K
|
70.1K
$7.46M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-43- 6.05% |
$4.39K - $4.64K
|
668
$71.1K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-2.44K- 16.34% |
$249K - $264K
|
12.5K
$1.33M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
608New |
$62.1K - $65.6K
|
608
$64.7K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
479New |
$48.9K - $51.7K
|
479
$51K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
7.69KNew |
$785K - $830K
|
7.69K
$818K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
570New |
$58.2K - $61.5K
|
570
$60.7K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
373New |
$38.1K - $40.3K
|
373
$39.7K
|
|