Purchases and Sales Made in Q1 2024 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR TIPS BD ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-181- 3.83% |
$19.1K - $19.6K
|
4.55K
$490K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-182- 0.46% |
$19.2K - $19.7K
|
39.2K
$4.22M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-185- 5.11% |
$19.6K - $20K
|
3.43K
$370K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-187- 30.86% |
$19.8K - $20.2K
|
419
$45.1K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-187- 1.41% |
$19.8K - $20.2K
|
13.1K
$1.41M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-188- 4.63% |
$19.9K - $20.3K
|
3.87K
$417K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-190- 14.25% |
$20.1K - $20.5K
|
1.14K
$123K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-191- 6.17% |
$20.2K - $20.6K
|
2.91K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-191- 3.42% |
$20.2K - $20.6K
|
5.4K
$581K
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-193- 1.62% |
$20.4K - $20.9K
|
11.8K
$1.27M
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-193- 13.49% |
$20.4K - $20.9K
|
1.24K
$133K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-194- 0.55% |
$20.5K - $21K
|
35.1K
$3.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-194- 3.51% |
$20.5K - $21K
|
5.33K
$574K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-196- 4.13% |
$20.7K - $21.2K
|
4.55K
$490K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-197- 6.6% |
$20.8K - $21.3K
|
2.79K
$300K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-198- 2.74% |
$20.9K - $21.4K
|
7.02K
$756K
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
SELL
|
- |
-199- 2.18% |
$21K - $21.5K
|
8.92K
$960K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-200- 93.46% |
$21.1K - $21.6K
|
14
$1.51K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-205- 6.8% |
$21.7K - $22.1K
|
2.81K
$302K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-210- 44.12% |
$22.2K - $22.7K
|
266
$28.6K
|
|
|
May 08, 2024
Q1 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-212- 4.91% |
$22.4K - $22.9K
|
4.1K
$442K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-214- 1.54% |
$22.6K - $23.1K
|
13.7K
$1.47M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-215- 3.05% |
$22.7K - $23.2K
|
6.84K
$736K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-217- 69.55% |
$22.9K - $23.4K
|
95
$10.2K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-220- 3.65% |
$23.3K - $23.8K
|
5.81K
$626K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-225- 3.06% |
$23.8K - $24.3K
|
7.12K
$767K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-235- 0.78% |
$24.8K - $25.4K
|
30.1K
$3.24M
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-239- 9.29% |
$25.3K - $25.8K
|
2.34K
$251K
|
|
|
May 03, 2024
Q1 2024
|
Matson Money. Inc.
|
SELL
|
- |
-241- 0.02% |
$25.5K - $26K
|
1.31M
$141M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-244- 7.63% |
$25.8K - $26.4K
|
2.96K
$318K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-245- 0.74% |
$25.9K - $26.5K
|
32.9K
$3.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-246- 51.04% |
$26K - $26.6K
|
236
$25.4K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-248- 7.51% |
$26.2K - $26.8K
|
3.06K
$329K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-248- 6.04% |
$26.2K - $26.8K
|
3.86K
$415K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-248- 3.31% |
$26.2K - $26.8K
|
7.24K
$779K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-250- 8.06% |
$26.4K - $27K
|
2.85K
$307K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-250- 2.63% |
$26.4K - $27K
|
9.26K
$997K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-250- 40.85% |
$26.4K - $27K
|
362
$39K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-252- 19.8% |
$26.6K - $27.2K
|
1.02K
$110K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-257- 3.35% |
$27.2K - $27.8K
|
7.42K
$799K
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-257- 2.9% |
$27.2K - $27.8K
|
8.6K
$926K
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-260- 4.91% |
$27.5K - $28.1K
|
5.04K
$542K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-260- 10.38% |
$27.5K - $28.1K
|
2.25K
$242K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-263- 16.05% |
$27.8K - $28.4K
|
1.38K
$148K
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-273- 4.04% |
$28.9K - $29.5K
|
6.48K
$698K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-275- 7.91% |
$29.1K - $29.7K
|
3.2K
$345K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-275- 8.39% |
$29.1K - $29.7K
|
3K
$323K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-277- 59.06% |
$29.3K - $29.9K
|
192
$20.7K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-280- 35.18% |
$29.6K - $30.3K
|
516
$55.6K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-280- 8.98% |
$29.6K - $30.3K
|
2.84K
$306K
|