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 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
124+ 89.86% |
$13.1K - $13.7K
|
262
$28.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
120+ 6.35% |
$12.7K - $13.3K
|
2.01K
$218K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
117+ 1.76% |
$12.4K - $13K
|
6.76K
$734K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
108+ 3.22% |
$11.4K - $12K
|
3.46K
$375K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
107New |
$11.3K - $11.9K
|
107
$11.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
100New |
$10.6K - $11.1K
|
100
$10.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
100New |
$10.6K - $11.1K
|
100
$10.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
100+ 0.63% |
$10.6K - $11.1K
|
16K
$1.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
93+ 8.31% |
$9.85K - $10.3K
|
1.21K
$132K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
80+ 10.62% |
$8.47K - $8.87K
|
833
$90.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
78+ 1.23% |
$8.26K - $8.64K
|
6.43K
$698K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
76New |
$8.05K - $8.42K
|
76
$8.25K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
74+ 0.14% |
$7.84K - $8.2K
|
53.9K
$5.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
68+ 1.19% |
$7.2K - $7.54K
|
5.8K
$629K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
59+ 0.54% |
$6.25K - $6.54K
|
11K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
58+ 0.6% |
$6.14K - $6.43K
|
9.78K
$1.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
58+ 4.57% |
$6.14K - $6.43K
|
1.33K
$144K
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
57+ 2.53% |
$6.04K - $6.32K
|
2.31K
$250K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
55New |
$5.83K - $6.1K
|
55
$5.97K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
48+ 2.15% |
$5.08K - $5.32K
|
2.28K
$248K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
47+ 2.11% |
$4.98K - $5.21K
|
2.28K
$247K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
43+ 1.91% |
$4.55K - $4.77K
|
2.3K
$250K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
43+ 0.25% |
$4.55K - $4.77K
|
16.9K
$1.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
36+ 0.91% |
$3.81K - $3.99K
|
3.98K
$432K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
35+ 46.05% |
$3.71K - $3.88K
|
111
$12.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
26+ 1.05% |
$2.75K - $2.88K
|
2.5K
$272K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
24+ 0.55% |
$2.54K - $2.66K
|
4.37K
$474K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
23New |
$2.44K - $2.55K
|
23
$2.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
19+ 0.1% |
$2.01K - $2.11K
|
18.7K
$2.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
19New |
$2.01K - $2.11K
|
19
$2.06K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
13+ 0.6% |
$1.38K - $1.44K
|
2.18K
$237K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
12+ 4.29% |
$1.27K - $1.33K
|
292
$31.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 0.62% |
$1.27K - $1.33K
|
1.94K
$210K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9+ 0.07% |
$953 - $997
|
12.1K
$1.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9+ 0.43% |
$953 - $997
|
2.08K
$226K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
9+ 0.5% |
$953 - $997
|
1.79K
$195K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
8+ 0.09% |
$847 - $887
|
9.06K
$983K
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
7+ 0.15% |
$741 - $776
|
4.55K
$494K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.16% |
$636 - $665
|
3.67K
$398K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
5+ 0.14% |
$530 - $554
|
3.52K
$382K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
4+ 0.14% |
$424 - $443
|
2.88K
$313K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4+ 0.11% |
$424 - $443
|
3.65K
$396K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 0.61% |
$424 - $443
|
665
$72.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3+ 0.11% |
$318 - $332
|
2.66K
$288K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 0.14% |
$212 - $222
|
1.43K
$155K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.31% |
$106 - $111
|
319
$34.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.66% |
$106 - $111
|
153
$16.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1+ 0.01% |
$106 - $111
|
13.5K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-2- 0.02% |
$212 - $222
|
11.3K
$1.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-2- 0.41% |
$212 - $222
|
489
$53.1K
|