Purchases and Sales Made in Q1 2025 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q1 2025. 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 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.69K+ 3.18% |
$285K - $298K
|
87.3K
$9.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.58KNew |
$274K - $287K
|
2.58K
$283K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.38KNew |
$253K - $265K
|
2.38K
$262K
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
2.3KNew |
$244K - $256K
|
2.3K
$253K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.15K+ 3.34% |
$228K - $239K
|
66.6K
$7.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
2.11K+ 4.35% |
$224K - $234K
|
50.5K
$5.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2.1K+ 19.77% |
$223K - $233K
|
12.7K
$1.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.84K+ 6.47% |
$196K - $205K
|
30.3K
$3.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.83K+ 77.96% |
$194K - $203K
|
4.18K
$458K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.83K+ 8.55% |
$194K - $203K
|
23.2K
$2.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1.71K+ 8.04% |
$182K - $190K
|
23K
$2.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.64K+ 3.06% |
$175K - $183K
|
55.3K
$6.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.54K+ 61.44% |
$163K - $171K
|
4.04K
$443K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
1.44K+ 10.7% |
$153K - $160K
|
14.9K
$1.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.35K+ 3.69% |
$144K - $150K
|
37.9K
$4.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.24K+ 8.56% |
$132K - $138K
|
15.8K
$1.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
1.23K+ 22.06% |
$131K - $137K
|
6.83K
$750K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.17K+ 1.42% |
$124K - $130K
|
83.4K
$9.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.01K+ 32.14% |
$107K - $112K
|
4.16K
$457K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
972+ 0.62% |
$103K - $108K
|
159K
$17.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
958+ 40.51% |
$102K - $106K
|
3.32K
$365K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
936+ 45.09% |
$99.4K - $104K
|
3.01K
$331K
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
882+ 0.79% |
$93.7K - $98K
|
112K
$12.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
850+ 14.15% |
$90.3K - $94.4K
|
6.86K
$753K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
844+ 23.31% |
$89.6K - $93.8K
|
4.46K
$490K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
830+ 1.71% |
$88.2K - $92.2K
|
49.2K
$5.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
828+ 215.06% |
$88K - $92K
|
1.21K
$133K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
794+ 0.74% |
$84.3K - $88.2K
|
108K
$11.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
777+ 6.75% |
$82.5K - $86.3K
|
12.3K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
755+ 28.77% |
$80.2K - $83.9K
|
3.38K
$371K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
700+ 1.37% |
$74.4K - $77.8K
|
52K
$5.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
694+ 35.21% |
$73.7K - $77.1K
|
2.67K
$293K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
646+ 3.98% |
$68.6K - $71.8K
|
16.9K
$1.85M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
644+ 27.51% |
$68.4K - $71.5K
|
2.99K
$328K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
606+ 2.11% |
$64.4K - $67.3K
|
29.4K
$3.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
542+ 903.33% |
$57.6K - $60.2K
|
602
$66.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
504+ 1.39% |
$53.5K - $56K
|
36.7K
$4.03M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
489+ 6112.5% |
$51.9K - $54.3K
|
497
$54.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
487+ 1.88% |
$51.7K - $54.1K
|
26.5K
$2.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
394+ 3.27% |
$41.9K - $43.8K
|
12.5K
$1.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
375+ 106.53% |
$39.8K - $41.7K
|
727
$79.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
BUY
|
- |
367+ 1.67% |
$39K - $40.8K
|
22.4K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
351+ 13.7% |
$37.3K - $39K
|
2.91K
$320K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
340+ 3.19% |
$36.1K - $37.8K
|
11K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
333+ 3.72% |
$35.4K - $37K
|
9.28K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
328New |
$34.8K - $36.4K
|
328
$36K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
307New |
$32.6K - $34.1K
|
307
$33.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
305+ 10.22% |
$32.4K - $33.9K
|
3.29K
$361K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
277New |
$29.4K - $30.8K
|
277
$30.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
263+ 6.33% |
$27.9K - $29.2K
|
4.42K
$485K
|