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 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
17.2KNew |
$1.82M - $1.86M
|
17.2K
$1.87M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17.1K+ 83.69% |
$1.81M - $1.85M
|
37.6K
$4.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.8K+ 245.78% |
$1.78M - $1.82M
|
23.7K
$2.57M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
16.2K+ 69.12% |
$1.71M - $1.75M
|
39.6K
$4.3M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
16.1KNew |
$1.71M - $1.74M
|
16.1K
$1.75M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.8K+ 142.39% |
$1.67M - $1.71M
|
27K
$2.93M
|
|
|
May 13, 2024
Q1 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
15K+ 20.05% |
$1.59M - $1.62M
|
89.8K
$9.75M
|
|
|
May 13, 2024
Q1 2024
|
Rock Creek Group, LP
|
BUY
|
- |
14.2K+ 0.52% |
$1.51M - $1.54M
|
2.77M
$301M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
14K+ 15.06% |
$1.48M - $1.51M
|
107K
$11.6M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
13.9KNew |
$1.47M - $1.5M
|
13.9K
$1.51M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.7K+ 4.95% |
$1.45M - $1.48M
|
290K
$31.5M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13.6KNew |
$1.44M - $1.47M
|
13.6K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
13.2K+ 65.11% |
$1.4M - $1.43M
|
33.6K
$3.65M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
13.2K+ 18.04% |
$1.39M - $1.42M
|
86.2K
$9.36M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.4K+ 11.39% |
$1.31M - $1.34M
|
121K
$13.2M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.2K+ 25.24% |
$1.29M - $1.32M
|
60.4K
$6.56M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
12.1KNew |
$1.28M - $1.31M
|
12.1K
$1.31M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12K+ 15.79% |
$1.27M - $1.3M
|
88K
$9.55M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
12K+ 90.63% |
$1.27M - $1.29M
|
25.2K
$2.73M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
11.9K+ 3.73% |
$1.26M - $1.29M
|
332K
$36.1M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.5K+ 585.34% |
$1.21M - $1.24M
|
13.4K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.2K+ 11.51% |
$1.18M - $1.21M
|
108K
$11.8M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
11KNew |
$1.16M - $1.18M
|
11K
$1.19M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
10.9K+ 14.09% |
$1.15M - $1.17M
|
88K
$9.56M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
10.7KNew |
$1.13M - $1.16M
|
10.7K
$1.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
10.4K+ 4.39% |
$1.1M - $1.12M
|
247K
$26.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
9.71K+ 10.96% |
$1.03M - $1.05M
|
98.2K
$10.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.21KNew |
$974K - $995K
|
9.21K
$1M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.29KNew |
$876K - $895K
|
8.29K
$900K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
8.27K+ 382.88% |
$874K - $894K
|
10.4K
$1.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
8.16K+ 7628.04% |
$863K - $882K
|
8.27K
$898K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.95K+ 12.15% |
$840K - $859K
|
73.4K
$7.97M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
7.63KNew |
$807K - $825K
|
7.63K
$829K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
7.52KNew |
$795K - $813K
|
7.52K
$817K
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
7.33K+ 4.05% |
$775K - $792K
|
188K
$20.5M
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
7.29K+ 20.44% |
$770K - $788K
|
43K
$4.66M
|
|
|
May 02, 2024
Q1 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
7.22K+ 81.35% |
$763K - $780K
|
16.1K
$1.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.91KNew |
$731K - $747K
|
6.91K
$750K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.87K+ 5.15% |
$726K - $742K
|
140K
$15.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.79K+ 27.49% |
$717K - $733K
|
31.5K
$3.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6.7K+ 2.69% |
$708K - $723K
|
256K
$27.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
6.37KNew |
$673K - $688K
|
6.37K
$691K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.36K+ 250.61% |
$673K - $687K
|
8.9K
$966K
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
BUY
|
- |
6.16K+ 4.52% |
$651K - $665K
|
142K
$15.5M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.07K+ 32.73% |
$642K - $656K
|
24.6K
$2.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.96K+ 1.33% |
$630K - $644K
|
456K
$49.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
5.77K+ 9.64% |
$609K - $623K
|
65.6K
$7.12M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
5.61K+ 50.14% |
$593K - $607K
|
16.8K
$1.83M
|
|
|
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
5.59K+ 35.58% |
$591K - $604K
|
21.3K
$2.31M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
5.4KNew |
$571K - $584K
|
5.4K
$587K
|