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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-812- 22.64% |
$85.8K - $87.7K
|
2.77K
$299K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-819- 3.11% |
$86.6K - $88.5K
|
25.5K
$2.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-822- 10.16% |
$86.9K - $88.8K
|
7.27K
$783K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-826- 13.54% |
$87.3K - $89.2K
|
5.28K
$568K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-833- 0.15% |
$88K - $90K
|
550K
$59.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-834- 12.24% |
$88.1K - $90.1K
|
5.98K
$644K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-881- 1.35% |
$93.1K - $95.2K
|
64.5K
$6.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-882- 15.81% |
$93.2K - $95.3K
|
4.7K
$506K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-883- 9.76% |
$93.3K - $95.4K
|
8.17K
$879K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-896- 14.36% |
$94.7K - $96.8K
|
5.34K
$575K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-900- 54.71% |
$95.1K - $97.2K
|
745
$80.2K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-903- 12.29% |
$95.4K - $97.6K
|
6.44K
$694K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-905- 17.5% |
$95.6K - $97.8K
|
4.27K
$459K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-911- 6.57% |
$96.3K - $98.4K
|
13K
$1.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-913- 1.81% |
$96.5K - $98.6K
|
49.5K
$5.33M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-913- 1.17% |
$96.5K - $98.6K
|
77.3K
$8.32M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-925- 5.47% |
$97.8K - $99.9K
|
16K
$1.72M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-926- 32.51% |
$97.9K - $100K
|
1.92K
$207K
|
|
|
Apr 17, 2024
Q1 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-940- 14.77% |
$99.3K - $102K
|
5.42K
$584K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-940- 7.67% |
$99.3K - $102K
|
11.3K
$1.22M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-941- 23.42% |
$99.5K - $102K
|
3.08K
$331K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
SELL
|
- |
-943- 32.87% |
$99.7K - $102K
|
1.93K
$207K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-960- 5.02% |
$101K - $104K
|
18.2K
$1.95M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-967- 13.99% |
$102K - $104K
|
5.95K
$640K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-973- 23.23% |
$103K - $105K
|
3.22K
$346K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-979- 14.94% |
$103K - $106K
|
5.57K
$600K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-997- 9.01% |
$105K - $108K
|
10.1K
$1.08M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-1.02K- 18.19% |
$107K - $110K
|
4.57K
$492K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.02K- 8.26% |
$108K - $110K
|
11.3K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.02K- 6.35% |
$108K - $110K
|
15K
$1.62M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.09K- 9.72% |
$115K - $117K
|
10.1K
$1.09M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.11K- 19.16% |
$117K - $119K
|
4.67K
$502K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.11K- 25.07% |
$117K - $120K
|
3.31K
$357K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-1.11K- 6.95% |
$117K - $120K
|
14.9K
$1.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.14K- 37.56% |
$120K - $123K
|
1.89K
$203K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.15K- 78.61% |
$122K - $125K
|
314
$33.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.19K- 18.73% |
$126K - $129K
|
5.17K
$557K
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
SELL
|
- |
-1.2K- 11.66% |
$127K - $130K
|
9.09K
$978K
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1.21K- 14.32% |
$128K - $130K
|
7.22K
$778K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.22K- 4.83% |
$129K - $132K
|
24.1K
$2.59M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.23K- 32.97% |
$130K - $133K
|
2.5K
$269K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.23K- 7.79% |
$130K - $133K
|
14.5K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-1.23KClosed |
$130K - $133K
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.23K- 26.81% |
$130K - $133K
|
3.36K
$362K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.25K- 11.22% |
$132K - $135K
|
9.87K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.28K- 0.8% |
$135K - $139K
|
158K
$17M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.3K- 25.4% |
$137K - $140K
|
3.8K
$410K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-1.3K- 58.31% |
$137K - $140K
|
928
$99.9K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-1.3K- 35.82% |
$137K - $140K
|
2.33K
$251K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.31K- 28.79% |
$139K - $142K
|
3.25K
$350K
|