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 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-70- 2.06% |
$7.4K - $7.56K
|
3.33K
$355K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-73- 1.23% |
$7.72K - $7.89K
|
5.85K
$624K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-73- 3.52% |
$7.72K - $7.89K
|
2K
$213K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-74- 3.54% |
$7.82K - $7.99K
|
2.02K
$215K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-77- 0.91% |
$8.14K - $8.32K
|
8.38K
$894K
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-80- 0.85% |
$8.46K - $8.64K
|
9.36K
$999K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-82- 41.0% |
$8.67K - $8.86K
|
118
$12.6K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-87- 1.48% |
$9.2K - $9.4K
|
5.81K
$619K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-87- 2.88% |
$9.2K - $9.4K
|
2.93K
$313K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-90- 0.46% |
$9.51K - $9.72K
|
19.5K
$2.08M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-93- 0.62% |
$9.83K - $10K
|
15K
$1.6M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-93- 2.18% |
$9.83K - $10K
|
4.17K
$445K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-95- 4.53% |
$10K - $10.3K
|
2K
$214K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-98- 4.55% |
$10.4K - $10.6K
|
2.06K
$219K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-98- 1.36% |
$10.4K - $10.6K
|
7.13K
$761K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-99- 56.57% |
$10.5K - $10.7K
|
76
$8.11K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-104- 95.41% |
$11K - $11.2K
|
5
$534
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-107- 2.32% |
$11.3K - $11.6K
|
4.5K
$481K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-110- 1.35% |
$11.6K - $11.9K
|
8.03K
$857K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-115- 26.74% |
$12.2K - $12.4K
|
315
$33.6K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-116- 3.0% |
$12.3K - $12.5K
|
3.75K
$400K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-117- 2.65% |
$12.4K - $12.6K
|
4.29K
$458K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-118- 4.19% |
$12.5K - $12.7K
|
2.7K
$288K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-120- 44.28% |
$12.7K - $13K
|
151
$16.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-120- 0.93% |
$12.7K - $13K
|
12.9K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-122- 3.53% |
$12.9K - $13.2K
|
3.33K
$355K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-124- 0.68% |
$13.1K - $13.4K
|
18.1K
$1.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-126- 42.0% |
$13.3K - $13.6K
|
174
$18.6K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-127- 0.99% |
$13.4K - $13.7K
|
12.7K
$1.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-130- 5.89% |
$13.7K - $14K
|
2.08K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-130- 0.93% |
$13.7K - $14K
|
13.9K
$1.48M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-132- 18.33% |
$14K - $14.3K
|
588
$62.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-140- 6.95% |
$14.8K - $15.1K
|
1.87K
$200K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-141- 4.87% |
$14.9K - $15.2K
|
2.75K
$294K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-147- 39.1% |
$15.5K - $15.9K
|
229
$24.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-151- 3.2% |
$16K - $16.3K
|
4.57K
$488K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-152- 4.82% |
$16.1K - $16.4K
|
3K
$320K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-152- 7.44% |
$16.1K - $16.4K
|
1.89K
$202K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-156- 10.74% |
$16.5K - $16.9K
|
1.3K
$138K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-157- 3.81% |
$16.6K - $17K
|
3.97K
$424K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-162- 5.7% |
$17.1K - $17.5K
|
2.68K
$286K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-162- 3.43% |
$17.1K - $17.5K
|
4.56K
$486K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-163- 7.18% |
$17.2K - $17.6K
|
2.11K
$225K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-166- 6.96% |
$17.5K - $17.9K
|
2.22K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-166- 3.13% |
$17.5K - $17.9K
|
5.13K
$548K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-167- 0.38% |
$17.7K - $18K
|
44.3K
$4.73M
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-169- 2.12% |
$17.9K - $18.3K
|
7.8K
$833K
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-170- 0.88% |
$18K - $18.4K
|
19.3K
$2.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-170- 5.69% |
$18K - $18.4K
|
2.82K
$300K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-172- 3.65% |
$18.2K - $18.6K
|
4.55K
$485K
|