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 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
686+ 10.21% |
$72.7K - $76K
|
7.4K
$804K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
661+ 6.04% |
$70K - $73.3K
|
11.6K
$1.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
605+ 1.49% |
$64.1K - $67.1K
|
41.3K
$4.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
603+ 5.51% |
$63.9K - $66.8K
|
11.5K
$1.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
563+ 2.23% |
$59.6K - $62.4K
|
25.8K
$2.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
559+ 17.13% |
$59.2K - $62K
|
3.82K
$415K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
558+ 12.22% |
$59.1K - $61.8K
|
5.13K
$557K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
547+ 15.47% |
$57.9K - $60.6K
|
4.08K
$443K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
533+ 12.3% |
$56.5K - $59.1K
|
4.87K
$528K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
511+ 4.42% |
$54.1K - $56.6K
|
12.1K
$1.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
508+ 0.63% |
$53.8K - $56.3K
|
81.1K
$8.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
500New |
$53K - $55.4K
|
500
$54.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
492+ 16.16% |
$52.1K - $54.5K
|
3.54K
$384K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
491+ 1.9% |
$52K - $54.4K
|
26.4K
$2.86M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
462+ 2.51% |
$48.9K - $51.2K
|
18.8K
$2.05M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
414+ 5.99% |
$43.9K - $45.9K
|
7.32K
$795K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
405+ 1.15% |
$42.9K - $44.9K
|
35.5K
$3.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
375+ 5.14% |
$39.7K - $41.6K
|
7.67K
$833K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
369+ 11.71% |
$39.1K - $40.9K
|
3.52K
$382K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
333New |
$35.3K - $36.9K
|
333
$36.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
298+ 125.74% |
$31.6K - $33K
|
535
$58.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
290+ 1.73% |
$30.7K - $32.1K
|
17K
$1.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
286+ 9.09% |
$30.3K - $31.7K
|
3.43K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
278+ 9.9% |
$29.4K - $30.8K
|
3.09K
$335K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
274+ 5.84% |
$29K - $30.4K
|
4.97K
$539K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
271+ 10.53% |
$28.7K - $30K
|
2.85K
$309K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
253+ 2.06% |
$26.8K - $28K
|
12.6K
$1.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
250+ 3.98% |
$26.5K - $27.7K
|
6.54K
$710K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
250+ 5.3% |
$26.5K - $27.7K
|
4.97K
$539K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
248+ 2.5% |
$26.3K - $27.5K
|
10.2K
$1.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
238+ 3.62% |
$25.2K - $26.4K
|
6.82K
$740K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
235New |
$24.9K - $26K
|
235
$25.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
232+ 0.38% |
$24.6K - $25.7K
|
62K
$6.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
227+ 0.68% |
$24K - $25.2K
|
33.7K
$3.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
224+ 2.53% |
$23.7K - $24.8K
|
9.08K
$986K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
224+ 1.84% |
$23.7K - $24.8K
|
12.4K
$1.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
217+ 2.34% |
$23K - $24.1K
|
9.51K
$1.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
204+ 102.0% |
$21.6K - $22.6K
|
404
$43.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
202New |
$21.4K - $22.4K
|
202
$21.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
178+ 1.48% |
$18.9K - $19.7K
|
12.2K
$1.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
174+ 2.96% |
$18.4K - $19.3K
|
6.06K
$657K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
172+ 3.29% |
$18.2K - $19.1K
|
5.4K
$586K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
165+ 2.0% |
$17.5K - $18.3K
|
8.43K
$915K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
155+ 7.59% |
$16.4K - $17.2K
|
2.2K
$238K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
146+ 0.05% |
$15.5K - $16.2K
|
285K
$31M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
145+ 0.8% |
$15.4K - $16.1K
|
18.4K
$2M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
144New |
$15.3K - $16K
|
144
$15.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
139+ 0.27% |
$14.7K - $15.4K
|
51.9K
$5.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
133+ 6.98% |
$14.1K - $14.7K
|
2.04K
$221K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
126+ 2.36% |
$13.3K - $14K
|
5.47K
$594K
|