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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-500- 20.0% |
$51.1K - $54K
|
2K
$213K
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-175- 6.03% |
$17.9K - $18.9K
|
2.73K
$290K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-169- 83.25% |
$17.3K - $18.2K
|
34
$3.62K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.62K+ 73.68% |
$472K - $499K
|
10.9K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Smh Capital Advisors Inc
|
BUY
|
- |
4.74KNew |
$484K - $512K
|
4.74K
$505K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
8.78KNew |
$897K - $948K
|
8.78K
$935K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-230- 8.17% |
$23.5K - $24.8K
|
2.59K
$275K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-19K- 42.55% |
$1.94M - $2.05M
|
25.7K
$2.73M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-374- 6.49% |
$38.2K - $40.4K
|
5.39K
$574K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.74KNew |
$280K - $296K
|
2.74K
$292K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.51KNew |
$359K - $379K
|
3.51K
$374K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
69New |
$7.05K - $7.45K
|
69
$7.35K
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
2.63KNew |
$268K - $284K
|
2.63K
$280K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
2.15KNew |
$220K - $232K
|
2.15K
$229K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4.54KNew |
$464K - $490K
|
4.54K
$483K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
19New |
$1.94K - $2.05K
|
19
$2.02K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-900- 32.26% |
$91.9K - $97.2K
|
1.89K
$201K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-41- 11.61% |
$4.19K - $4.43K
|
312
$33.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.72KNew |
$380K - $402K
|
3.72K
$396K
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-127- 2.44% |
$13K - $13.7K
|
5.07K
$540K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
78+ 4.02% |
$7.97K - $8.42K
|
2.02K
$215K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
129New |
$13.2K - $13.9K
|
129
$13.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.96K+ 32.11% |
$302K - $319K
|
12.2K
$1.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-39- 6.45% |
$3.98K - $4.21K
|
566
$60.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.14K+ 39.57% |
$116K - $123K
|
4.01K
$427K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
36New |
$3.68K - $3.89K
|
36
$3.83K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
367New |
$37.5K - $39.6K
|
367
$39.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-6.89K- 99.62% |
$703K - $744K
|
26
$2.77K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-25- 50.0% |
$2.55K - $2.7K
|
25
$2.66K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
254New |
$25.9K - $27.4K
|
254
$27K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-62- 1.38% |
$6.33K - $6.69K
|
4.44K
$473K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-2.69K- 57.25% |
$274K - $290K
|
2.01K
$214K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-349- 79.68% |
$35.6K - $37.7K
|
89
$9.48K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-540- 51.92% |
$55.1K - $58.3K
|
500
$53.2K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-1.08K- 9.14% |
$111K - $117K
|
10.8K
$1.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
119New |
$12.2K - $12.8K
|
119
$12.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.36K- 30.66% |
$138K - $146K
|
3.06K
$326K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.01K- 12.11% |
$205K - $217K
|
14.6K
$1.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-610- 24.48% |
$62.3K - $65.9K
|
1.88K
$200K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.52KNew |
$257K - $272K
|
2.52K
$268K
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
3.76KNew |
$384K - $406K
|
3.76K
$400K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-8- 0.08% |
$817 - $864
|
9.92K
$1.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-477- 2.84% |
$48.7K - $51.5K
|
16.3K
$1.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-335- 11.77% |
$34.2K - $36.2K
|
2.51K
$268K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-33K- 92.34% |
$3.37M - $3.56M
|
2.73K
$291K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
49New |
$5K - $5.29K
|
49
$5.22K
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-350- 14.91% |
$35.7K - $37.8K
|
2K
$213K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.15KNew |
$220K - $232K
|
2.15K
$229K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-973- 27.51% |
$99.4K - $105K
|
2.56K
$273K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
962New |
$98.2K - $104K
|
962
$102K
|