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 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
$9.93M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.28K- 34.29% |
$241K - $246K
|
4.36K
$468K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.28K- 41.06% |
$241K - $247K
|
3.28K
$351K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.3K- 5.85% |
$243K - $248K
|
37K
$3.96M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.3K- 6.92% |
$243K - $248K
|
30.9K
$3.31M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.34K- 1.66% |
$247K - $253K
|
139K
$14.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-2.35K- 21.32% |
$248K - $253K
|
8.66K
$928K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-2.38K- 9.82% |
$252K - $257K
|
21.9K
$2.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.39K- 53.65% |
$253K - $258K
|
2.07K
$221K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.39K- 4.27% |
$253K - $259K
|
53.6K
$5.74M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.43K- 21.93% |
$257K - $262K
|
8.65K
$927K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.46K- 4.68% |
$260K - $266K
|
50.1K
$5.36M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.56K- 53.97% |
$271K - $277K
|
2.18K
$234K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.58K- 42.21% |
$272K - $278K
|
3.53K
$378K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.66K- 14.15% |
$281K - $287K
|
16.1K
$1.73M
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-2.77K- 4.99% |
$293K - $299K
|
52.8K
$5.65M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.77K- 2.57% |
$293K - $299K
|
105K
$11.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-2.85K- 26.21% |
$301K - $308K
|
8.03K
$860K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.86K- 7.86% |
$303K - $309K
|
33.5K
$3.6M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.9K- 11.7% |
$307K - $313K
|
21.9K
$2.35M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.92K- 35.11% |
$308K - $315K
|
5.39K
$577K
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-3.05K- 7.44% |
$322K - $330K
|
37.9K
$4.07M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-3.12K- 17.76% |
$330K - $337K
|
14.5K
$1.55M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-3.2K- 24.22% |
$338K - $345K
|
10K
$1.07M
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-3.2K- 47.76% |
$338K - $346K
|
3.5K
$375K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.24K- 12.61% |
$343K - $350K
|
22.5K
$2.41M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.3K- 1.49% |
$348K - $356K
|
217K
$23.3M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.33K- 3.98% |
$352K - $360K
|
80.5K
$8.63M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.42K- 25.46% |
$361K - $369K
|
10K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.43K- 36.67% |
$362K - $370K
|
5.92K
$634K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-3.56K- 16.32% |
$376K - $384K
|
18.2K
$1.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-3.61K- 31.38% |
$381K - $390K
|
7.88K
$845K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.63K- 16.21% |
$383K - $392K
|
18.8K
$2.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-3.63K- 5.8% |
$384K - $392K
|
59K
$6.32M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.65K- 7.05% |
$386K - $394K
|
48.1K
$5.15M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.71K- 37.06% |
$393K - $401K
|
6.31K
$676K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.75K- 21.25% |
$396K - $405K
|
13.9K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.85K- 3.71% |
$407K - $416K
|
100K
$10.7M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.89K- 20.65% |
$411K - $420K
|
14.9K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.91K- 61.05% |
$413K - $422K
|
2.49K
$267K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.92K- 24.21% |
$414K - $424K
|
12.3K
$1.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-3.93K- 35.97% |
$415K - $424K
|
6.99K
$749K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.93K- 16.69% |
$416K - $425K
|
19.6K
$2.1M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-3.93K- 7.9% |
$416K - $425K
|
45.8K
$4.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-3.94K- 50.06% |
$416K - $425K
|
3.93K
$421K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-3.97K- 67.92% |
$419K - $429K
|
1.87K
$201K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-3.99K- 46.49% |
$421K - $431K
|
4.59K
$492K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.03K- 27.58% |
$426K - $436K
|
10.6K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-4.05K- 0.41% |
$428K - $438K
|
980K
$105M
|