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 |
---|---|---|---|---|---|---|---|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.45K- 17.4% |
$250K - $265K
|
11.6K
$1.24M
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-350- 12.82% |
$35.7K - $37.8K
|
2.38K
$253K
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
173+ 6.13% |
$17.7K - $18.7K
|
3K
$318K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
42.7KNew |
$4.36M - $4.61M
|
42.7K
$4.54M
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-41.9KClosed |
$4.28M - $4.52M
|
0
$0
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-11.6K- 77.44% |
$1.19M - $1.26M
|
3.39K
$361K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-13K- 13.02% |
$1.33M - $1.41M
|
87K
$9.25M
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 5.0% |
$10.2K - $10.8K
|
1.9K
$202K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-172- 5.75% |
$17.6K - $18.6K
|
2.82K
$300K
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 7.78% |
$114K - $120K
|
15.4K
$1.64M
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-135- 6.59% |
$13.8K - $14.6K
|
1.91K
$203K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
262+ 43.02% |
$26.8K - $28.3K
|
871
$92.6K
|
|
Jan 10, 2024
Q4 2023
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-10- 0.29% |
$1.02K - $1.08K
|
3.45K
$366K
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-250- 1.47% |
$25.5K - $27K
|
16.8K
$1.79M
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
326+ 5.38% |
$33.3K - $35.2K
|
6.39K
$679K
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-401- 17.16% |
$41K - $43.3K
|
1.94K
$206K
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-100- 1.43% |
$10.2K - $10.8K
|
6.91K
$734K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.77K- 10.33% |
$385K - $407K
|
32.7K
$3.48M
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.15K- 34.69% |
$117K - $124K
|
2.17K
$230K
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
4+ 0.16% |
$408 - $432
|
2.49K
$265K
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-385- 8.92% |
$39.3K - $41.6K
|
3.93K
$418K
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
14.1K+ 569.83% |
$1.44M - $1.52M
|
16.5K
$1.76M
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.05K- 89.32% |
$107K - $113K
|
125
$13.3K
|
|
Q3 2023 | |||||||
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.76KNew |
$285K - $297K
|
2.76K
$293K
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-306- 12.98% |
$31.6K - $33K
|
2.05K
$218K
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-36- 1.17% |
$3.72K - $3.88K
|
3.04K
$323K
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.44KNew |
$459K - $479K
|
4.44K
$472K
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-114Closed |
$11.8K - $12.3K
|
0
$0
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
360+ 12.6% |
$37.2K - $38.8K
|
3.22K
$342K
|
|
Nov 16, 2023
Q3 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
3+ 0.07% |
$310 - $323
|
4.38K
$466K
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
111+ 5.81% |
$11.5K - $12K
|
2.02K
$215K
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.07KNew |
$214K - $223K
|
2.07K
$220K
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
102New |
$10.5K - $11K
|
102
$10.8K
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-73- 53.28% |
$7.55K - $7.86K
|
64
$6.8K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-310- 3.06% |
$32.1K - $33.4K
|
9.84K
$1.05M
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-437- 16.63% |
$45.2K - $47.1K
|
2.19K
$233K
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-172- 5.64% |
$17.8K - $18.5K
|
2.88K
$306K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
20.5K+ 850.44% |
$2.12M - $2.21M
|
22.9K
$2.44M
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-382- 12.7% |
$39.5K - $41.1K
|
2.63K
$279K
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-225- 60.0% |
$23.3K - $24.2K
|
150
$15.9K
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
3+ 0.08% |
$310 - $323
|
3.56K
$379K
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
CALL |
8KNew |
$827K - $862K
|
8K
$851K
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-45- 14.8% |
$4.65K - $4.85K
|
259
$27.5K
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
841+ 9.68% |
$87K - $90.6K
|
9.53K
$1.01M
|
|
Nov 14, 2023
Q3 2023
|
Moore Capital Management, LP
New York, NY |
SELL
|
CALL |
-2.28M- 89.37% |
$236M - $245M
|
271K
$28.8M
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
18KNew |
$1.87M - $1.94M
|
18K
$1.92M
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.07KNew |
$214K - $223K
|
2.07K
$221K
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-44- 0.95% |
$4.55K - $4.74K
|
4.59K
$487K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
180+ 7.84% |
$18.6K - $19.4K
|
2.48K
$263K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
CALL |
5KNew |
$517K - $539K
|
5K
$532K
|