Purchases and Sales Made in Q2 2021 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2021
Q2 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
23+ 0.62% |
$2.88K - $2.94K
|
3.75K
$415K
|
|
Aug 02, 2021
Q2 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
23+ 1.19% |
$2.88K - $2.94K
|
1.95K
$215K
|
|
Aug 13, 2021
Q2 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
23+ 0.16% |
$2.88K - $2.94K
|
14.2K
$1.57M
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
22+ 1.18% |
$2.75K - $2.82K
|
1.89K
$209K
|
|
Jul 29, 2021
Q2 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
22+ 0.23% |
$2.75K - $2.82K
|
9.7K
$1.07M
|
|
Jul 21, 2021
Q2 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
21+ 5.17% |
$2.63K - $2.69K
|
427
$47.2K
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
18New |
$2.25K - $2.3K
|
18
$1.99K
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
18+ 100.0% |
$2.25K - $2.3K
|
36
$3.98K
|
|
Aug 09, 2021
Q2 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
16+ 0.23% |
$2K - $2.05K
|
6.98K
$771K
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
15+ 0.14% |
$1.88K - $1.92K
|
10.7K
$1.18M
|
|
Aug 06, 2024
Q2 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
14+ 7.91% |
$1.75K - $1.79K
|
191
$21.1K
|
|
Aug 10, 2021
Q2 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
13+ 1.82% |
$1.63K - $1.66K
|
728
$80.5K
|
|
Aug 11, 2021
Q2 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
12+ 0.27% |
$1.5K - $1.54K
|
4.38K
$484K
|
|
Aug 17, 2021
Q2 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11+ 1.2% |
$1.38K - $1.41K
|
926
$102K
|
|
Jul 15, 2021
Q2 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
10+ 0.13% |
$1.25K - $1.28K
|
7.78K
$859K
|
|
Jul 29, 2021
Q2 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
10+ 18.87% |
$1.25K - $1.28K
|
63
$6.96K
|
|
Jul 23, 2021
Q2 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
10+ 1.42% |
$1.25K - $1.28K
|
715
$79K
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
10New |
$1.25K - $1.28K
|
10
$1.11K
|
|
Jul 22, 2021
Q2 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10+ 0.14% |
$1.25K - $1.28K
|
7K
$774K
|
|
Aug 11, 2021
Q2 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
7+ 10.77% |
$876 - $896
|
72
$7.96K
|
|
Jul 15, 2021
Q2 2021
|
Apexium Financial, LP
|
BUY
|
- |
5+ 0.26% |
$626 - $640
|
1.89K
$209K
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5New |
$626 - $640
|
5
$553
|
|
Nov 07, 2023
Q2 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4+ 20.0% |
$501 - $512
|
24
$2.65K
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
3+ 1.34% |
$376 - $384
|
227
$25.1K
|
|
Aug 10, 2021
Q2 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
3+ 0.75% |
$376 - $384
|
401
$44.3K
|
|
Aug 13, 2021
Q2 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3+ 1.06% |
$376 - $384
|
287
$31.7K
|
|
Jul 28, 2021
Q2 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2+ 0.09% |
$250 - $256
|
2.22K
$245K
|
|
Aug 13, 2021
Q2 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2+ 0.11% |
$250 - $256
|
1.76K
$195K
|
|
Aug 16, 2021
Q2 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2+ 1.67% |
$250 - $256
|
122
$13.5K
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 0.51% |
$125 - $128
|
197
$21.8K
|
|
Jul 15, 2021
Q2 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 1.69% |
$125 - $128
|
60
$6.63K
|
|
Jul 27, 2021
Q2 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1+ 0.04% |
$125 - $128
|
2.6K
$287K
|
|
Aug 06, 2021
Q2 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1+ 0.02% |
$125 - $128
|
6.32K
$698K
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 1.18% |
$125 - $128
|
86
$9.51K
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.23% |
$125 - $128
|
432
$47.8K
|
|
Aug 10, 2021
Q2 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1- 0.01% |
$125 - $128
|
6.93K
$766K
|
|
Aug 03, 2021
Q2 2021
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$125 - $128
|
2.78K
$307K
|
|
Aug 17, 2021
Q2 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1- 0.04% |
$125 - $128
|
2.78K
$307K
|
|
Jul 16, 2021
Q2 2021
|
Riverview Trust CO
|
SELL
|
- |
-2Closed |
$250 - $256
|
0
$0
|
|
Aug 31, 2021
Q2 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2- 4.35% |
$250 - $256
|
44
$4.86K
|
|
Aug 13, 2021
Q2 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-2- 0.12% |
$250 - $256
|
1.69K
$186K
|
|
Aug 11, 2021
Q2 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-3Closed |
$376 - $384
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-6- 0.38% |
$751 - $768
|
1.59K
$176K
|
|
Aug 09, 2021
Q2 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-6- 0.09% |
$751 - $768
|
6.46K
$714K
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7- 0.03% |
$876 - $896
|
21.1K
$2.34M
|
|
Aug 11, 2021
Q2 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-7- 0.18% |
$876 - $896
|
3.86K
$426K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9- 0.09% |
$1.13K - $1.15K
|
9.63K
$1.06M
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-12- 92.31% |
$1.5K - $1.54K
|
1
$111
|
|
Jul 23, 2021
Q2 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-13Closed |
$1.63K - $1.66K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-14- 4.02% |
$1.75K - $1.79K
|
334
$36.9K
|