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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
1.66K+ 1.71% |
$176K - $184K
|
98.6K
$10.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.64K+ 3.06% |
$175K - $183K
|
55.3K
$6.06M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.59K+ 13.45% |
$169K - $177K
|
13.4K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.57K+ 17.54% |
$167K - $174K
|
10.5K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.54K+ 61.44% |
$163K - $171K
|
4.04K
$442K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.53K+ 29.64% |
$162K - $169K
|
6.67K
$731K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.52K+ 19.2% |
$162K - $169K
|
9.46K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.51K+ 19.33% |
$160K - $167K
|
9.29K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.5K+ 24.37% |
$159K - $167K
|
7.66K
$840K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
1.44K+ 10.7% |
$153K - $160K
|
14.9K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.39K+ 13.32% |
$147K - $154K
|
11.8K
$1.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.35K+ 3.69% |
$144K - $150K
|
37.9K
$4.16M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
1.25K+ 17.32% |
$133K - $139K
|
8.45K
$926K
|
|
|
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
$748K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.23K+ 5.47% |
$131K - $137K
|
23.7K
$2.6M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.22K+ 4.11% |
$129K - $135K
|
30.8K
$3.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.17K+ 1.42% |
$124K - $130K
|
83.4K
$9.14M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.17K+ 23.64% |
$124K - $130K
|
6.1K
$668K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.14K+ 35.03% |
$121K - $126K
|
4.38K
$480K
|
|
|
May 15, 2025
Q1 2025
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
1.12K+ 19.17% |
$119K - $125K
|
6.99K
$766K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
1.08K+ 8.58% |
$114K - $120K
|
13.6K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.01K+ 32.14% |
$107K - $112K
|
4.16K
$456K
|
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
975+ 0.95% |
$104K - $108K
|
103K
$11.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
972+ 0.62% |
$103K - $108K
|
159K
$17.4M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
958+ 10.39% |
$102K - $106K
|
10.2K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
958+ 40.51% |
$102K - $106K
|
3.32K
$364K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
940+ 12.69% |
$99.8K - $104K
|
8.35K
$915K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
936+ 45.09% |
$99.4K - $104K
|
3.01K
$330K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
900+ 2.17% |
$95.6K - $100K
|
42.4K
$4.64M
|
|
|
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
$752K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
844+ 23.31% |
$89.6K - $93.8K
|
4.46K
$489K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
830+ 1.71% |
$88.2K - $92.2K
|
49.2K
$5.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
828+ 215.06% |
$88K - $92K
|
1.21K
$133K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
816+ 4.31% |
$86.7K - $90.6K
|
19.7K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
803+ 0.79% |
$85.3K - $89.2K
|
102K
$11.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
794+ 10.35% |
$84.3K - $88.2K
|
8.47K
$928K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
794New |
$84.3K - $88.2K
|
794
$87K
|
|
|
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
$370K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
751+ 2.2% |
$79.8K - $83.4K
|
34.8K
$3.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
700+ 1.37% |
$74.4K - $77.8K
|
52K
$5.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
694+ 35.21% |
$73.7K - $77.1K
|
2.67K
$292K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
692New |
$73.5K - $76.9K
|
692
$75.8K
|
|
|
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
$327K
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
BUY
|
- |
631+ 0.63% |
$67K - $70.1K
|
101K
$11M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
628+ 3.35% |
$66.7K - $69.8K
|
19.3K
$2.12M
|