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 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.31K- 17.95% |
$456K - $466K
|
19.7K
$2.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-4.33K- 40.44% |
$458K - $468K
|
6.38K
$687K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.36K- 9.6% |
$461K - $471K
|
41K
$4.42M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.37K- 26.4% |
$462K - $472K
|
12.2K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.39K- 23.67% |
$464K - $474K
|
14.2K
$1.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.49K- 62.29% |
$475K - $486K
|
2.72K
$293K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.72K- 9.68% |
$499K - $510K
|
44.1K
$4.74M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.77K- 14.75% |
$505K - $516K
|
27.6K
$2.97M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.93K- 5.32% |
$521K - $533K
|
87.7K
$9.44M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.99K- 24.7% |
$527K - $539K
|
15.2K
$1.64M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.03K- 22.51% |
$532K - $544K
|
17.3K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.06K- 4.57% |
$535K - $547K
|
106K
$11.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5.13K- 7.77% |
$542K - $554K
|
60.8K
$6.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-5.2K- 13.34% |
$549K - $562K
|
33.8K
$3.64M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.56K- 9.51% |
$588K - $601K
|
52.9K
$5.7M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-5.59K- 9.79% |
$590K - $604K
|
51.5K
$5.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-5.65K- 51.03% |
$598K - $611K
|
5.43K
$584K
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-5.68K- 50.15% |
$600K - $613K
|
5.64K
$607K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-5.88K- 23.87% |
$622K - $635K
|
18.8K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.9K- 6.3% |
$623K - $637K
|
87.7K
$9.45M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.96K- 18.07% |
$629K - $643K
|
27K
$2.91M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-5.98K- 38.71% |
$631K - $646K
|
9.46K
$1.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.05K- 36.6% |
$639K - $653K
|
10.5K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.05K- 54.22% |
$639K - $653K
|
5.11K
$550K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.06K- 25.04% |
$640K - $655K
|
18.1K
$1.95M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.14K- 21.69% |
$649K - $663K
|
22.2K
$2.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6.18K- 58.67% |
$653K - $667K
|
4.35K
$468K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.87K- 2.73% |
$726K - $742K
|
245K
$26.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-7.07K- 2.42% |
$747K - $764K
|
285K
$30.6M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-7.25K- 35.1% |
$767K - $784K
|
13.4K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.5K- 9.89% |
$792K - $810K
|
68.3K
$7.35M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.51K- 5.06% |
$794K - $811K
|
141K
$15.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-7.57K- 44.87% |
$800K - $818K
|
9.31K
$1M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.95K- 9.99% |
$840K - $859K
|
71.7K
$7.72M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.05K- 1.74% |
$851K - $870K
|
454K
$48.9M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-8.14K- 37.7% |
$861K - $880K
|
13.5K
$1.45M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.17K- 20.34% |
$864K - $883K
|
32K
$3.45M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-8.25K- 16.07% |
$872K - $892K
|
43.1K
$4.64M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.37K- 27.47% |
$885K - $904K
|
22.1K
$2.38M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8.69K- 10.89% |
$918K - $939K
|
71.1K
$7.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-8.74K- 34.19% |
$924K - $944K
|
16.8K
$1.81M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.4K- 55.47% |
$994K - $1.02M
|
7.55K
$813K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-9.44K- 57.58% |
$998K - $1.02M
|
6.95K
$749K
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-9.59K- 19.32% |
$1.01M - $1.04M
|
40K
$4.31M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-9.99K- 24.97% |
$1.06M - $1.08M
|
30K
$3.23M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-10.1K- 40.65% |
$1.07M - $1.09M
|
14.7K
$1.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-10.5K- 3.89% |
$1.11M - $1.14M
|
260K
$28M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-10.8K- 9.0% |
$1.14M - $1.17M
|
109K
$11.8M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-11.1K- 54.63% |
$1.18M - $1.2M
|
9.24K
$994K
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-11.6K- 42.83% |
$1.22M - $1.25M
|
15.4K
$1.66M
|