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 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.16K+ 54.52% |
$146K - $149K
|
3.3K
$354K
|
|
|
Jul 27, 2021
Q2 2021
|
America First Investment Advisors, LLC
|
BUY
|
- |
1.16K+ 19.12% |
$145K - $148K
|
7.22K
$776K
|
|
|
Aug 10, 2021
Q2 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
1.12K+ 2.81% |
$140K - $144K
|
41K
$4.41M
|
|
|
Aug 04, 2021
Q2 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.08K+ 18.97% |
$136K - $139K
|
6.79K
$730K
|
|
|
Jul 13, 2021
Q2 2021
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.06K+ 3.75% |
$132K - $135K
|
29.2K
$3.13M
|
|
|
Jul 27, 2021
Q2 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.03K+ 16.05% |
$128K - $131K
|
7.41K
$797K
|
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
1.02K+ 28.81% |
$127K - $130K
|
4.55K
$489K
|
|
|
Jul 23, 2021
Q2 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
1.02K+ 5.31% |
$127K - $130K
|
20.1K
$2.16M
|
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
999+ 6.96% |
$125K - $128K
|
15.4K
$1.65M
|
|
|
Jul 19, 2021
Q2 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
941+ 2.88% |
$118K - $120K
|
33.6K
$3.61M
|
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
938+ 11.05% |
$117K - $120K
|
9.43K
$1.01M
|
|
|
Aug 16, 2021
Q2 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
925+ 1.57% |
$116K - $118K
|
59.7K
$6.42M
|
|
|
Aug 10, 2021
Q2 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
920+ 9.03% |
$115K - $118K
|
11.1K
$1.19M
|
|
|
Jul 26, 2021
Q2 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
910+ 7.59% |
$114K - $116K
|
12.9K
$1.39M
|
|
|
Jul 16, 2021
Q2 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
903+ 23.34% |
$113K - $116K
|
4.77K
$513K
|
|
|
Jul 27, 2021
Q2 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
897+ 5.98% |
$112K - $115K
|
15.9K
$1.71M
|
|
|
Aug 13, 2021
Q2 2021
|
Dan L Duncan Foundation
Houston, TX |
BUY
|
- |
894+ 0.94% |
$112K - $114K
|
95.9K
$10.3M
|
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
875+ 24.75% |
$110K - $112K
|
4.41K
$474K
|
|
|
Jul 21, 2021
Q2 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
863+ 1.88% |
$108K - $110K
|
46.7K
$5.03M
|
|
|
Jul 23, 2021
Q2 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
839New |
$105K - $107K
|
839
$90.2K
|
|
|
Jul 12, 2021
Q2 2021
|
Dagco, Inc.
|
BUY
|
- |
827+ 1.58% |
$104K - $106K
|
53.1K
$5.71M
|
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
808+ 16.39% |
$101K - $103K
|
5.74K
$617K
|
|
|
Jul 21, 2021
Q2 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
781+ 41.24% |
$97.8K - $100K
|
2.68K
$288K
|
|
|
Aug 03, 2021
Q2 2021
|
American Investment Services, Inc.
|
BUY
|
- |
775+ 10.3% |
$97K - $99.2K
|
8.3K
$892K
|
|
|
Aug 06, 2021
Q2 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
760+ 6.88% |
$95.2K - $97.3K
|
11.8K
$1.27M
|
|
|
Jul 16, 2021
Q2 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
747+ 24.61% |
$93.5K - $95.6K
|
3.78K
$407K
|
|
|
Aug 09, 2021
Q2 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
734+ 9.14% |
$91.9K - $94K
|
8.77K
$943K
|
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
730+ 8.33% |
$91.4K - $93.4K
|
9.5K
$1.02M
|
|
|
Aug 12, 2021
Q2 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
710+ 17.9% |
$88.9K - $90.9K
|
4.68K
$503K
|
|
|
Aug 10, 2021
Q2 2021
|
South State Corp
|
BUY
|
- |
708+ 1.0% |
$88.6K - $90.6K
|
71.3K
$7.67M
|
|
|
Aug 13, 2021
Q2 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
699New |
$87.5K - $89.5K
|
699
$75.1K
|
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
675+ 24.2% |
$84.5K - $86.4K
|
3.46K
$372K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
665+ 138.83% |
$83.3K - $85.1K
|
1.14K
$123K
|
|
|
Aug 12, 2021
Q2 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
657+ 18.27% |
$82.3K - $84.1K
|
4.25K
$457K
|
|
|
Jul 15, 2021
Q2 2021
|
Trust CO Of Vermont
|
BUY
|
- |
650+ 5.04% |
$81.4K - $83.2K
|
13.6K
$1.46M
|
|
|
Aug 03, 2021
Q2 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
648+ 2.57% |
$81.1K - $83K
|
25.9K
$2.78M
|
|
|
Jul 28, 2021
Q2 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
635+ 3.93% |
$79.5K - $81.3K
|
16.8K
$1.81M
|
|
|
Aug 04, 2021
Q2 2021
|
Nvwm, LLC
|
BUY
|
- |
628+ 3.52% |
$78.6K - $80.4K
|
18.5K
$1.99M
|
|
|
Aug 03, 2021
Q2 2021
|
Amg National Trust Bank
|
BUY
|
- |
600+ 5.57% |
$75.1K - $76.8K
|
11.4K
$1.22M
|
|
|
Jul 27, 2021
Q2 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
594+ 1.64% |
$74.4K - $76K
|
36.8K
$3.95M
|
|
|
Aug 10, 2021
Q2 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
593+ 3.61% |
$74.2K - $75.9K
|
17K
$1.83M
|
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
592+ 4.89% |
$74.1K - $75.8K
|
12.7K
$1.36M
|
|
|
Jul 20, 2021
Q2 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
589+ 4.12% |
$73.7K - $75.4K
|
14.9K
$1.6M
|
|
|
Jul 13, 2021
Q2 2021
|
Marks Wealth, LLC
|
BUY
|
- |
581+ 1.41% |
$72.7K - $74.4K
|
41.9K
$4.51M
|
|
|
Aug 02, 2021
Q2 2021
|
Dakota Wealth Management
|
BUY
|
- |
579+ 2.75% |
$72.5K - $74.1K
|
21.6K
$2.32M
|
|
|
Sep 01, 2021
Q2 2021
|
Goal Vest Advisory LLC
|
BUY
|
- |
553New |
$69.2K - $70.8K
|
553
$59.5K
|
|
|
Jul 15, 2021
Q2 2021
|
Founders Capital Management
|
BUY
|
- |
550+ 392.86% |
$68.9K - $70.4K
|
690
$74.2K
|
|
|
Jul 13, 2021
Q2 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
549+ 1.69% |
$68.7K - $70.3K
|
33.1K
$3.55M
|
|
|
Jul 26, 2021
Q2 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
545+ 1.94% |
$68.2K - $69.8K
|
28.7K
$3.08M
|
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
543+ 26.67% |
$68K - $69.5K
|
2.58K
$277K
|