Purchases and Sales Made in Q2 2024 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q2 2024. 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, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.57K+ 5.67% |
$165K - $169K
|
29.3K
$3.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.54K+ 18.8% |
$161K - $165K
|
9.7K
$1.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.53K+ 9.12% |
$161K - $164K
|
18.3K
$1.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.5K+ 4.75% |
$157K - $160K
|
33K
$3.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.45K+ 13.75% |
$152K - $156K
|
12K
$1.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.45K+ 13.82% |
$152K - $155K
|
11.9K
$1.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.42K+ 47.2% |
$149K - $152K
|
4.42K
$474K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.4K+ 3.94% |
$147K - $151K
|
37.1K
$3.97M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.38K+ 12.6% |
$145K - $148K
|
12.3K
$1.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
1.37K+ 12.52% |
$144K - $147K
|
12.3K
$1.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.32K+ 17.66% |
$139K - $142K
|
8.82K
$946K
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.32K+ 28.62% |
$139K - $142K
|
5.95K
$637K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.31K+ 38.93% |
$137K - $140K
|
4.66K
$500K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 158.1% |
$136K - $139K
|
2.12K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.16K+ 5.69% |
$122K - $124K
|
21.5K
$2.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.15K+ 5.62% |
$120K - $123K
|
21.6K
$2.31M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.14K+ 1.0% |
$120K - $122K
|
115K
$12.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
1.13K+ 36.34% |
$118K - $121K
|
4.22K
$452K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.12KNew |
$117K - $120K
|
1.12K
$120K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.1K+ 2.91% |
$115K - $118K
|
38.9K
$4.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.07K+ 20.41% |
$112K - $114K
|
6.29K
$674K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.06K+ 3.7% |
$111K - $114K
|
29.7K
$3.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.06K+ 20.7% |
$111K - $113K
|
6.16K
$661K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
973+ 666.44% |
$102K - $104K
|
1.12K
$120K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
943+ 3.68% |
$99K - $101K
|
26.6K
$2.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
933+ 5.9% |
$98K - $100K
|
16.7K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
927+ 20.36% |
$97.3K - $99.4K
|
5.48K
$587K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
923+ 3.33% |
$96.9K - $99K
|
28.6K
$3.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
907+ 7.2% |
$95.2K - $97.3K
|
13.5K
$1.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
907+ 15.61% |
$95.2K - $97.3K
|
6.72K
$720K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
900+ 3.6% |
$94.5K - $96.5K
|
25.9K
$2.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
870+ 13.5% |
$91.4K - $93.3K
|
7.31K
$784K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
852+ 2.63% |
$89.5K - $91.4K
|
33.3K
$3.57M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
847+ 30.24% |
$88.9K - $90.8K
|
3.65K
$391K
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
834+ 0.96% |
$87.6K - $89.4K
|
88K
$9.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
803+ 5.72% |
$84.3K - $86.1K
|
14.8K
$1.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
789+ 13.41% |
$82.9K - $84.6K
|
6.67K
$715K
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
759+ 1.18% |
$79.7K - $81.4K
|
64.9K
$6.96M
|
|
|
Jul 19, 2024
Q2 2024
|
Verger Capital Management LLC
|
BUY
|
- |
754+ 1.16% |
$79.2K - $80.9K
|
65.5K
$7.02M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
753+ 226.81% |
$79.1K - $80.7K
|
1.09K
$116K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
740+ 1.21% |
$77.7K - $79.4K
|
61.8K
$6.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
733+ 18.93% |
$77K - $78.6K
|
4.61K
$494K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
727+ 2.48% |
$76.3K - $78K
|
30K
$3.22M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
721+ 7.74% |
$75.7K - $77.3K
|
10K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
713+ 1.36% |
$74.9K - $76.5K
|
53.1K
$5.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
702+ 6.2% |
$73.7K - $75.3K
|
12K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
673+ 0.92% |
$70.7K - $72.2K
|
74.1K
$7.94M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
673+ 0.67% |
$70.7K - $72.2K
|
101K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
662+ 15.54% |
$69.5K - $71K
|
4.92K
$528K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
659+ 19.9% |
$69.2K - $70.7K
|
3.97K
$426K
|