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
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.35K+ 40.02% |
$670K - $685K
|
18.7K
$2.01M
|
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.34K+ 11.58% |
$669K - $684K
|
51.5K
$5.54M
|
|
|
Aug 16, 2021
Q2 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.3K+ 6.98% |
$663K - $678K
|
81.2K
$8.73M
|
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5.3K+ 29.71% |
$663K - $678K
|
23.1K
$2.49M
|
|
|
Jul 19, 2021
Q2 2021
|
Retirement Planning Group
|
BUY
|
- |
5.15KNew |
$644K - $659K
|
5.15K
$553K
|
|
|
Jul 20, 2021
Q2 2021
|
Old Port Advisors
|
BUY
|
- |
5.02K+ 51.41% |
$629K - $643K
|
14.8K
$1.59M
|
|
|
Aug 13, 2021
Q2 2021
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
5K+ 2.44% |
$626K - $640K
|
210K
$22.6M
|
|
|
Aug 10, 2021
Q2 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
4.98K+ 87.6% |
$624K - $638K
|
10.7K
$1.15M
|
|
|
Aug 16, 2021
Q2 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
4.85K+ 0.91% |
$607K - $621K
|
536K
$57.6M
|
|
|
Aug 09, 2021
Q2 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.85K+ 16.71% |
$607K - $620K
|
33.9K
$3.64M
|
|
|
Jul 13, 2021
Q2 2021
|
Kwmg, LLC
|
BUY
|
- |
4.83K+ 2.75% |
$605K - $618K
|
180K
$19.4M
|
|
|
Jul 28, 2021
Q2 2021
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
4.78K+ 265.28% |
$598K - $611K
|
6.58K
$707K
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.73K+ 11.38% |
$592K - $606K
|
46.3K
$4.98M
|
|
|
Aug 02, 2021
Q2 2021
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
4.73KNew |
$592K - $605K
|
4.73K
$508K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
4.72K+ 147.1% |
$591K - $604K
|
7.93K
$853K
|
|
|
Aug 02, 2021
Q2 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
4.66K+ 42.38% |
$583K - $596K
|
15.6K
$1.68M
|
|
|
Jul 13, 2021
Q2 2021
|
Sarasin & Partners LLP
|
BUY
|
- |
4.65K+ 45.22% |
$582K - $595K
|
14.9K
$1.61M
|
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.61K+ 16.74% |
$577K - $590K
|
32.1K
$3.45M
|
|
|
Jul 30, 2021
Q2 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.56K+ 7.02% |
$571K - $584K
|
69.6K
$7.48M
|
|
|
Jul 06, 2021
Q2 2021
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
4.45K+ 10.38% |
$557K - $570K
|
47.3K
$5.09M
|
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.36K+ 11.76% |
$546K - $558K
|
41.4K
$4.45M
|
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.33K+ 19.61% |
$542K - $554K
|
26.4K
$2.84M
|
|
|
Jul 16, 2021
Q2 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
4.32K+ 5.71% |
$541K - $553K
|
79.9K
$8.59M
|
|
|
Aug 16, 2021
Q2 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
4.27K+ 36.09% |
$535K - $547K
|
16.1K
$1.73M
|
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.23KNew |
$530K - $541K
|
4.23K
$455K
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.17K+ 101.53% |
$522K - $534K
|
8.28K
$890K
|
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.16K+ 16.87% |
$521K - $532K
|
28.8K
$3.1M
|
|
|
Aug 12, 2021
Q2 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.15K+ 4.88% |
$519K - $531K
|
89.1K
$9.58M
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
4.13K+ 70.81% |
$518K - $529K
|
9.97K
$1.07M
|
|
|
Jul 20, 2021
Q2 2021
|
Moulton Wealth Management, Inc
|
BUY
|
- |
4.07K+ 7.89% |
$510K - $521K
|
55.7K
$5.98M
|
|
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.04KNew |
$506K - $517K
|
4.04K
$434K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.03K+ 35.39% |
$504K - $515K
|
15.4K
$1.66M
|
|
|
Aug 16, 2021
Q2 2021
|
Aspireon Wealth Advisors
|
BUY
|
- |
3.98K+ 4.57% |
$498K - $509K
|
91K
$9.78M
|
|
|
Jul 02, 2021
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
3.93K+ 44.3% |
$492K - $503K
|
12.8K
$1.38M
|
|
|
Apr 24, 2024
Q2 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
3.92K+ 42.69% |
$491K - $502K
|
13.1K
$1.41M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
3.92KNew |
$490K - $501K
|
3.92K
$421K
|
|
|
Jul 19, 2021
Q2 2021
|
Renasant Bank
|
BUY
|
- |
3.87K+ 109.75% |
$485K - $496K
|
7.4K
$796K
|
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
3.83K+ 13.51% |
$480K - $491K
|
32.2K
$3.46M
|
|
|
Aug 13, 2021
Q2 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.83K+ 30.71% |
$480K - $491K
|
16.3K
$1.75M
|
|
|
Jul 23, 2021
Q2 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
3.82K+ 57.32% |
$478K - $488K
|
10.5K
$1.13M
|
|
|
Jul 22, 2021
Q2 2021
|
Rede Wealth, LLC
|
BUY
|
- |
3.76KNew |
$471K - $482K
|
3.76K
$404K
|
|
|
Aug 09, 2021
Q2 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.73K+ 21.97% |
$467K - $477K
|
20.7K
$2.22M
|
|
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.69K+ 22.75% |
$462K - $473K
|
19.9K
$2.14M
|
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.66K+ 7.71% |
$458K - $468K
|
51.1K
$5.49M
|
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.66K+ 7.7% |
$458K - $468K
|
51.1K
$5.49M
|
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.6K+ 19.1% |
$450K - $460K
|
22.4K
$2.41M
|
|
|
Jul 19, 2021
Q2 2021
|
Elm Partners Management LLC
|
BUY
|
- |
3.57K+ 47.38% |
$447K - $457K
|
11.1K
$1.19M
|
|
|
Sep 10, 2024
Q2 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.54K+ 11.17% |
$443K - $453K
|
35.3K
$3.79M
|
|
|
Aug 05, 2021
Q2 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
3.5K+ 26.72% |
$438K - $448K
|
16.6K
$1.78M
|
|
|
Aug 06, 2021
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3.5K+ 9.75% |
$438K - $448K
|
39.4K
$4.23M
|