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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
227+ 0.68% |
$24K - $25.2K
|
33.7K
$3.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
224+ 2.53% |
$23.7K - $24.8K
|
9.08K
$968K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
224+ 1.84% |
$23.7K - $24.8K
|
12.4K
$1.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
217+ 2.34% |
$23K - $24.1K
|
9.51K
$1.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
210+ 8.66% |
$22.2K - $23.3K
|
2.63K
$281K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
204+ 102.0% |
$21.6K - $22.6K
|
404
$43K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
202New |
$21.4K - $22.4K
|
202
$21.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
197New |
$20.9K - $21.8K
|
197
$21K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
188+ 14.81% |
$19.9K - $20.8K
|
1.46K
$155K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
178+ 1.48% |
$18.9K - $19.7K
|
12.2K
$1.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
174+ 2.96% |
$18.4K - $19.3K
|
6.06K
$645K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
172+ 3.29% |
$18.2K - $19.1K
|
5.4K
$575K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
165+ 2.0% |
$17.5K - $18.3K
|
8.43K
$898K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
155+ 7.59% |
$16.4K - $17.2K
|
2.2K
$234K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
146+ 0.05% |
$15.5K - $16.2K
|
285K
$30.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
145+ 0.8% |
$15.4K - $16.1K
|
18.4K
$1.96M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
144New |
$15.3K - $16K
|
144
$15.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
142+ 0.43% |
$15K - $15.7K
|
33.4K
$3.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
139+ 0.27% |
$14.7K - $15.4K
|
51.9K
$5.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
133+ 6.98% |
$14.1K - $14.7K
|
2.04K
$217K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
126+ 2.36% |
$13.3K - $14K
|
5.47K
$582K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
124+ 89.86% |
$13.1K - $13.7K
|
262
$27.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
120+ 6.35% |
$12.7K - $13.3K
|
2.01K
$214K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
117+ 1.76% |
$12.4K - $13K
|
6.76K
$720K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
111New |
$11.8K - $12.3K
|
111
$11.8K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
108+ 3.22% |
$11.4K - $12K
|
3.46K
$368K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
107New |
$11.3K - $11.9K
|
107
$11.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
100New |
$10.6K - $11.1K
|
100
$10.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
100+ 0.63% |
$10.6K - $11.1K
|
16K
$1.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
100New |
$10.6K - $11.1K
|
100
$10.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
93+ 8.31% |
$9.85K - $10.3K
|
1.21K
$129K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
80+ 10.62% |
$8.47K - $8.87K
|
833
$88.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
78+ 1.23% |
$8.26K - $8.64K
|
6.43K
$685K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
76New |
$8.05K - $8.42K
|
76
$8.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
74+ 0.14% |
$7.84K - $8.2K
|
53.9K
$5.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
69New |
$7.31K - $7.65K
|
69
$7.35K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
68+ 1.19% |
$7.2K - $7.54K
|
5.8K
$618K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
59+ 0.54% |
$6.25K - $6.54K
|
11K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
58+ 0.6% |
$6.14K - $6.43K
|
9.78K
$1.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
58+ 4.57% |
$6.14K - $6.43K
|
1.33K
$141K
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
57+ 2.53% |
$6.04K - $6.32K
|
2.31K
$246K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
55New |
$5.83K - $6.1K
|
55
$5.86K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
49+ 0.57% |
$5.19K - $5.43K
|
8.67K
$923K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
48+ 2.15% |
$5.08K - $5.32K
|
2.28K
$243K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
47+ 2.11% |
$4.98K - $5.21K
|
2.28K
$243K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
43+ 0.25% |
$4.55K - $4.77K
|
16.9K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
43+ 0.69% |
$4.55K - $4.77K
|
6.25K
$666K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
43+ 1.91% |
$4.55K - $4.77K
|
2.3K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
40New |
$4.24K - $4.43K
|
40
$4.26K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
39+ 0.13% |
$4.13K - $4.32K
|
29.7K
$3.16M
|