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 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.32K- 28.38% |
$139K - $142K
|
3.32K
$357K
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.33K- 1.59% |
$140K - $143K
|
82.2K
$8.85M
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.34K- 11.36% |
$142K - $145K
|
10.5K
$1.13M
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-1.34K- 1.41% |
$142K - $145K
|
93.8K
$10.1M
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.34K- 2.61% |
$142K - $145K
|
50K
$5.39M
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.34K- 9.73% |
$142K - $145K
|
12.5K
$1.34M
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1.34K- 2.8% |
$142K - $145K
|
46.6K
$5.02M
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.38K- 16.77% |
$145K - $149K
|
6.83K
$735K
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.38K- 6.96% |
$146K - $149K
|
18.4K
$1.98M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.42K- 9.26% |
$150K - $153K
|
13.9K
$1.5M
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.43K- 12.31% |
$151K - $154K
|
10.2K
$1.1M
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.45K- 6.0% |
$153K - $157K
|
22.7K
$2.44M
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-1.46K- 20.89% |
$154K - $157K
|
5.51K
$593K
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.49K- 1.46% |
$157K - $161K
|
101K
$10.8M
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.5K- 47.69% |
$159K - $162K
|
1.65K
$177K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.51K- 22.52% |
$159K - $163K
|
5.18K
$558K
|
|
Apr 22, 2024
Q1 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-1.52K- 0.6% |
$161K - $165K
|
253K
$27.2M
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.53K- 2.73% |
$162K - $166K
|
54.6K
$5.88M
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.54K- 72.83% |
$162K - $166K
|
573
$61.7K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.56K- 4.88% |
$165K - $168K
|
30.4K
$3.27M
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.56K- 7.88% |
$165K - $169K
|
18.3K
$1.97M
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.57K- 8.25% |
$166K - $170K
|
17.5K
$1.88M
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.59K- 1.38% |
$168K - $172K
|
114K
$12.3M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.61K- 1.57% |
$170K - $174K
|
101K
$10.9M
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.76K- 6.66% |
$186K - $191K
|
24.7K
$2.66M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.82K- 10.89% |
$192K - $197K
|
14.9K
$1.6M
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.86K- 44.03% |
$197K - $201K
|
2.37K
$255K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.89K- 1.84% |
$200K - $204K
|
101K
$10.9M
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.9K- 10.54% |
$201K - $205K
|
16.1K
$1.74M
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.9K- 50.2% |
$201K - $206K
|
1.89K
$203K
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.91K- 30.97% |
$201K - $206K
|
4.25K
$457K
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.96K- 10.8% |
$207K - $212K
|
16.2K
$1.74M
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.02K- 5.3% |
$214K - $219K
|
36.1K
$3.89M
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.08K- 13.14% |
$219K - $224K
|
13.7K
$1.48M
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-2.08K- 4.9% |
$220K - $225K
|
40.4K
$4.35M
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.09K- 10.48% |
$220K - $225K
|
17.8K
$1.92M
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.09K- 26.79% |
$221K - $226K
|
5.71K
$614K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.1K- 16.11% |
$222K - $227K
|
11K
$1.18M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.12K- 39.25% |
$224K - $229K
|
3.28K
$353K
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-2.13K- 7.12% |
$225K - $230K
|
27.8K
$2.99M
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.13K- 27.22% |
$226K - $231K
|
5.71K
$614K
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.14K- 26.67% |
$226K - $231K
|
5.89K
$634K
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2.15K- 13.2% |
$227K - $233K
|
14.1K
$1.52M
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-2.22K- 83.04% |
$234K - $240K
|
453
$48.8K
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-2.25K- 17.63% |
$237K - $243K
|
10.5K
$1.13M
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.25K- 43.49% |
$238K - $243K
|
2.92K
$315K
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.26K- 16.96% |
$239K - $244K
|
11.1K
$1.19M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.27K- 2.39% |
$240K - $245K
|
92.7K
$9.98M
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.28K- 34.29% |
$241K - $246K
|
4.36K
$470K
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.28K- 41.06% |
$241K - $247K
|
3.28K
$353K
|