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 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-1.51K- 56.45% |
$160K - $168K
|
1.17K
$128K
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-1.65K- 7.05% |
$175K - $183K
|
21.7K
$2.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.84K- 12.34% |
$195K - $204K
|
13K
$1.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.96K- 36.35% |
$208K - $217K
|
3.42K
$376K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.96K- 8.32% |
$208K - $217K
|
21.6K
$2.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2K- 50.0% |
$212K - $222K
|
2K
$220K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2K- 2.0% |
$212K - $222K
|
97.8K
$10.7M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.03K- 3.92% |
$215K - $225K
|
49.6K
$5.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.15K- 4.55% |
$229K - $239K
|
45.1K
$4.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.22K- 2.59% |
$236K - $247K
|
83.8K
$9.2M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.66K- 9.17% |
$282K - $295K
|
26.3K
$2.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-2.95K- 49.16% |
$313K - $327K
|
3.05K
$335K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.39K- 3.03% |
$360K - $376K
|
109K
$11.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-3.45K- 15.44% |
$366K - $383K
|
18.9K
$2.07M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-3.83K- 10.51% |
$407K - $425K
|
32.6K
$3.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-3.88K- 2.2% |
$412K - $431K
|
173K
$19M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-4.05K- 35.45% |
$431K - $450K
|
7.38K
$811K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-4.23K- 50.51% |
$450K - $470K
|
4.15K
$456K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-4.51K- 68.05% |
$479K - $501K
|
2.12K
$232K
|
|
|
Apr 22, 2025
Q1 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-4.51K- 7.29% |
$479K - $501K
|
57.3K
$6.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-4.67K- 11.48% |
$496K - $518K
|
36K
$3.95M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-5.53K- 34.53% |
$588K - $615K
|
10.5K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-5.82K- 60.61% |
$619K - $647K
|
3.78K
$416K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-7.38K- 28.89% |
$783K - $819K
|
18.2K
$1.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.76K- 12.29% |
$930K - $973K
|
62.5K
$6.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-9.12K- 36.5% |
$969K - $1.01M
|
15.9K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-9.49K- 25.06% |
$1.01M - $1.05M
|
28.4K
$3.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-10.2K- 60.47% |
$1.08M - $1.13M
|
6.68K
$733K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-13.1K- 8.6% |
$1.39M - $1.46M
|
139K
$15.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-17.1K- 5.94% |
$1.82M - $1.9M
|
271K
$29.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-17.4K- 23.91% |
$1.84M - $1.93M
|
55.2K
$6.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-20.2K- 9.17% |
$2.15M - $2.25M
|
200K
$22M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-28.7K- 15.17% |
$3.05M - $3.19M
|
161K
$17.7M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-30.5K- 84.26% |
$3.24M - $3.38M
|
5.69K
$625K
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-30.6K- 94.16% |
$3.25M - $3.4M
|
1.9K
$209K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealth Navi Inc.
|
SELL
|
- |
-44.1K- 5.24% |
$4.68M - $4.9M
|
797K
$87.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-50.6K- 84.58% |
$5.38M - $5.62M
|
9.23K
$1.01M
|