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 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
98+ 78.4% |
$10.4K - $10.6K
|
223
$24.2K
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
97+ 5.36% |
$10.3K - $10.5K
|
1.91K
$207K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
95+ 452.38% |
$10K - $10.3K
|
116
$12.6K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
92+ 0.26% |
$9.72K - $9.94K
|
35.6K
$3.87M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
88+ 0.12% |
$9.3K - $9.51K
|
73.7K
$8M
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
BUY
|
- |
85+ 6.89% |
$8.98K - $9.18K
|
1.32K
$143K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
84+ 1.09% |
$8.88K - $9.08K
|
7.79K
$846K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
83+ 1.59% |
$8.77K - $8.97K
|
5.31K
$577K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
79+ 41.36% |
$8.35K - $8.54K
|
270
$29.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
78+ 0.92% |
$8.24K - $8.43K
|
8.56K
$930K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
72+ 2.78% |
$7.61K - $7.78K
|
2.66K
$289K
|
|
|
May 15, 2024
Q1 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
69+ 0.37% |
$7.29K - $7.45K
|
18.9K
$2.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
64+ 82.05% |
$6.76K - $6.91K
|
142
$15.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
60+ 17.24% |
$6.34K - $6.48K
|
408
$44.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
57+ 356.25% |
$6.02K - $6.16K
|
73
$7.93K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
54+ 26.6% |
$5.71K - $5.83K
|
257
$27.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
53+ 0.42% |
$5.6K - $5.73K
|
12.7K
$1.38M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
49+ 0.08% |
$5.18K - $5.29K
|
61K
$6.63M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
48+ 0.24% |
$5.07K - $5.19K
|
20.3K
$2.21M
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
48New |
$5.07K - $5.19K
|
48
$5.21K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
47+ 1.28% |
$4.97K - $5.08K
|
3.72K
$404K
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
44+ 1.27% |
$4.65K - $4.75K
|
3.51K
$381K
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
39+ 1.7% |
$4.12K - $4.21K
|
2.33K
$253K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
34New |
$3.59K - $3.67K
|
34
$3.69K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
31+ 2.71% |
$3.28K - $3.35K
|
1.18K
$128K
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
31+ 1.38% |
$3.28K - $3.35K
|
2.28K
$248K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
30New |
$3.17K - $3.24K
|
30
$3.26K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
30+ 50.85% |
$3.17K - $3.24K
|
89
$9.66K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
27+ 3.87% |
$2.85K - $2.92K
|
724
$78.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
26+ 130.0% |
$2.75K - $2.81K
|
46
$4.99K
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
22+ 0.66% |
$2.33K - $2.38K
|
3.37K
$366K
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
20+ 0.14% |
$2.11K - $2.16K
|
14.7K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
19+ 0.57% |
$2.01K - $2.05K
|
3.36K
$364K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
18+ 0.64% |
$1.9K - $1.94K
|
2.83K
$307K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
14+ 0.18% |
$1.48K - $1.51K
|
7.62K
$827K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
12New |
$1.27K - $1.3K
|
12
$1.3K
|
|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
11+ 0.02% |
$1.16K - $1.19K
|
70.1K
$7.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
11+ 6.79% |
$1.16K - $1.19K
|
173
$18.8K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11+ 0.43% |
$1.16K - $1.19K
|
2.57K
$279K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10New |
$1.06K - $1.08K
|
10
$1.09K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9+ 0.34% |
$951 - $972
|
2.65K
$287K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
9+ 0.2% |
$951 - $972
|
4.61K
$501K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
7+ 0.13% |
$740 - $756
|
5.38K
$584K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
7+ 0.26% |
$740 - $756
|
2.72K
$296K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4+ 0.16% |
$423 - $432
|
2.53K
$275K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.15% |
$317 - $324
|
1.94K
$211K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
3+ 1.63% |
$317 - $324
|
187
$20.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2+ 0.04% |
$211 - $216
|
5.65K
$613K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2+ 0.09% |
$211 - $216
|
2.27K
$247K
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
BUY
|
- |
1+ 0.02% |
$106 - $108
|
4.9K
$532K
|