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
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.48KNew |
$262K - $268K
|
2.48K
$269K
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
2.47K+ 10.67% |
$261K - $267K
|
25.6K
$2.78M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.43K+ 9.29% |
$257K - $263K
|
28.6K
$3.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.4KNew |
$253K - $259K
|
2.4K
$260K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.38KNew |
$251K - $257K
|
2.38K
$258K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.36K+ 1.97% |
$249K - $255K
|
122K
$13.3M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.35K+ 10.37% |
$248K - $253K
|
25K
$2.71M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.29K+ 17.49% |
$242K - $248K
|
15.4K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.27K+ 154.31% |
$240K - $246K
|
3.75K
$407K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
2.26K+ 73.78% |
$239K - $244K
|
5.33K
$578K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.26K+ 116.58% |
$239K - $244K
|
4.19K
$455K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
2.26KNew |
$238K - $244K
|
2.26K
$245K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
2.24K+ 31.1% |
$236K - $241K
|
9.42K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.2KNew |
$232K - $237K
|
2.2K
$238K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.17KNew |
$229K - $235K
|
2.17K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.16K+ 5.6% |
$228K - $233K
|
40.7K
$4.42M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.11KNew |
$223K - $228K
|
2.11K
$229K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
2.1KNew |
$222K - $227K
|
2.1K
$228K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.07K+ 5.79% |
$219K - $223K
|
37.8K
$4.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
2.06KNew |
$217K - $222K
|
2.06K
$223K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2K+ 48.44% |
$211K - $216K
|
6.12K
$665K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2K+ 7.72% |
$211K - $216K
|
27.9K
$3.02M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.97K+ 15.95% |
$208K - $213K
|
14.3K
$1.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.96K+ 7.75% |
$207K - $212K
|
27.3K
$2.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.96KNew |
$207K - $212K
|
1.96K
$213K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.95K+ 92.05% |
$206K - $210K
|
4.06K
$441K
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.94KNew |
$205K - $209K
|
1.94K
$210K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.92KNew |
$203K - $208K
|
1.92K
$209K
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1.88K+ 2.21% |
$199K - $204K
|
87.2K
$9.46M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.88KNew |
$198K - $203K
|
1.88K
$204K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.87K+ 6.83% |
$198K - $202K
|
29.3K
$3.18M
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
1.86KNew |
$197K - $201K
|
1.86K
$202K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.86K+ 19.06% |
$196K - $201K
|
11.6K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.81K+ 64.7% |
$192K - $196K
|
4.62K
$501K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.75K+ 68.38% |
$185K - $189K
|
4.31K
$468K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.75K+ 28.4% |
$185K - $189K
|
7.91K
$859K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.71K+ 27.37% |
$181K - $185K
|
7.95K
$863K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.65K+ 2.89% |
$174K - $178K
|
58.7K
$6.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1.64K+ 14.17% |
$173K - $177K
|
13.2K
$1.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
1.61K+ 5.49% |
$170K - $174K
|
30.9K
$3.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.59K+ 265.33% |
$168K - $172K
|
2.19K
$238K
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
BUY
|
- |
1.51K+ 2.26% |
$159K - $163K
|
68.3K
$7.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
1.5K+ 7.57% |
$158K - $162K
|
21.3K
$2.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.49K+ 3.39% |
$157K - $161K
|
45.4K
$4.93M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.48K+ 17.14% |
$156K - $160K
|
10.1K
$1.1M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1.43K+ 20.8% |
$151K - $154K
|
8.3K
$901K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 20.61% |
$144K - $147K
|
7.97K
$866K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 42.92% |
$143K - $146K
|
4.51K
$490K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.32K+ 10.14% |
$140K - $143K
|
14.4K
$1.56M
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
1.31K+ 7.76% |
$138K - $141K
|
18.1K
$1.97M
|