Purchases and Sales Made in Q3 2024 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
4.02K+ 13.7% |
$426K - $446K
|
33.4K
$3.62M
|
|
Nov 06, 2024
Q3 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
3.69K+ 27.91% |
$391K - $409K
|
16.9K
$1.84M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.63K+ 52.24% |
$384K - $402K
|
10.6K
$1.15M
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.6KNew |
$381K - $399K
|
3.6K
$391K
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3.33K+ 5.54% |
$352K - $369K
|
63.4K
$6.88M
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
3.06KNew |
$324K - $339K
|
3.06K
$332K
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.03KNew |
$321K - $336K
|
3.03K
$329K
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.01KNew |
$319K - $333K
|
3.01K
$327K
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.83K+ 18.53% |
$300K - $314K
|
18.1K
$1.97M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.78K+ 20.86% |
$295K - $308K
|
16.1K
$1.75M
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
2.65K+ 2.84% |
$280K - $293K
|
95.8K
$10.4M
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.59K+ 22.47% |
$274K - $287K
|
14.1K
$1.53M
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
2.58K+ 4.7% |
$273K - $286K
|
57.4K
$6.24M
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.51K+ 11.31% |
$266K - $278K
|
24.7K
$2.68M
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.47K+ 7.48% |
$261K - $273K
|
35.4K
$3.85M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.43K+ 7.98% |
$257K - $269K
|
32.8K
$3.57M
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.31KNew |
$245K - $256K
|
2.31K
$251K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.31KNew |
$245K - $256K
|
2.31K
$251K
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.13KNew |
$226K - $236K
|
2.13K
$231K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.12K+ 3.64% |
$225K - $235K
|
60.3K
$6.55M
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.9K+ 7.15% |
$201K - $211K
|
28.5K
$3.09M
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.9KNew |
$201K - $210K
|
1.9K
$206K
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.89KNew |
$200K - $209K
|
1.89K
$205K
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.86KNew |
$197K - $206K
|
1.86K
$202K
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.83K+ 4.03% |
$194K - $203K
|
47.3K
$5.14M
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.83KNew |
$194K - $203K
|
1.83K
$199K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.82K+ 1.18% |
$193K - $202K
|
156K
$16.9M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.82KNew |
$193K - $202K
|
1.82K
$198K
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
1.8K+ 0.93% |
$191K - $200K
|
196K
$21.3M
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.78K+ 3.91% |
$188K - $197K
|
47.2K
$5.12M
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
1.6K+ 124.32% |
$169K - $177K
|
2.89K
$313K
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.58K+ 16.71% |
$167K - $175K
|
11K
$1.2M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.55K+ 41.9% |
$164K - $171K
|
5.23K
$568K
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.52K+ 2.76% |
$161K - $169K
|
56.8K
$6.17M
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.49K+ 1.04% |
$157K - $165K
|
144K
$15.6M
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.45K+ 34.47% |
$154K - $161K
|
5.66K
$615K
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.36K+ 14.33% |
$144K - $151K
|
10.9K
$1.18M
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
1.28K+ 1.76% |
$136K - $142K
|
74.3K
$8.06M
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.24K+ 2.13% |
$132K - $138K
|
59.5K
$6.46M
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.13K+ 95.83% |
$119K - $125K
|
2.3K
$250K
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
1.02K+ 1.99% |
$108K - $113K
|
52.3K
$5.67M
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
989+ 5.39% |
$105K - $110K
|
19.3K
$2.1M
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
986+ 10.45% |
$104K - $109K
|
10.4K
$1.13M
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
963+ 2.64% |
$102K - $107K
|
37.5K
$4.07M
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
945+ 14.41% |
$100K - $105K
|
7.5K
$815K
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
907+ 4.22% |
$96.1K - $101K
|
22.4K
$2.43M
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
767+ 4.13% |
$81.2K - $85K
|
19.3K
$2.1M
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
758+ 2.07% |
$80.3K - $84K
|
37.3K
$4.05M
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
697+ 1.38% |
$73.8K - $77.2K
|
51.1K
$5.55M
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
694+ 4.12% |
$73.5K - $76.9K
|
17.5K
$1.9M
|