Purchases and Sales Made in Q4 2024 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.11K+ 2.53% |
$224K - $233K
|
85.3K
$9.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.99K+ 3.27% |
$212K - $220K
|
62.9K
$6.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
1.96KNew |
$209K - $217K
|
1.96K
$212K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1.95K+ 10.09% |
$207K - $216K
|
21.3K
$2.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.91K+ 3.86% |
$203K - $211K
|
51.3K
$5.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
1.9KNew |
$202K - $210K
|
1.9K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.88KNew |
$200K - $209K
|
1.88K
$203K
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
1.88KNew |
$200K - $208K
|
1.88K
$203K
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.84K+ 6.45% |
$195K - $203K
|
30.3K
$3.27M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.8K+ 3.47% |
$192K - $199K
|
53.7K
$5.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.7K+ 31.02% |
$181K - $188K
|
7.18K
$775K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.68K+ 24.78% |
$178K - $185K
|
8.43K
$910K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.49K+ 17.02% |
$159K - $165K
|
10.3K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.46K+ 0.51% |
$155K - $161K
|
289K
$31.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.45K+ 31.81% |
$154K - $161K
|
6.01K
$649K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.39K+ 5.29% |
$148K - $154K
|
27.7K
$2.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.24K+ 2.62% |
$131K - $137K
|
48.4K
$5.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.13K+ 1.36% |
$121K - $126K
|
84.6K
$9.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.13K+ 23.87% |
$120K - $125K
|
5.87K
$633K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
1.12K+ 0.42% |
$120K - $124K
|
271K
$29.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.1K+ 8.01% |
$117K - $122K
|
14.9K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.1K+ 2.32% |
$117K - $122K
|
48.4K
$5.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.03K+ 12.48% |
$109K - $114K
|
9.26K
$999K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.02K+ 44.15% |
$108K - $113K
|
3.32K
$359K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1K+ 1.58% |
$107K - $111K
|
64.4K
$6.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
900New |
$95.7K - $99.6K
|
900
$97.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
724+ 57.05% |
$77K - $80.1K
|
1.99K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
641+ 6.55% |
$68.2K - $71K
|
10.4K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
581+ 1.61% |
$61.8K - $64.3K
|
36.6K
$3.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
572+ 7.52% |
$60.8K - $63.3K
|
8.18K
$883K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
511+ 24.18% |
$54.3K - $56.6K
|
2.62K
$283K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
497+ 5.88% |
$52.8K - $55K
|
8.94K
$965K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
397+ 1.18% |
$42.2K - $43.9K
|
34.1K
$3.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
358+ 2.54% |
$38.1K - $39.6K
|
14.5K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
354+ 9.66% |
$37.6K - $39.2K
|
4.02K
$434K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
343+ 14.09% |
$36.5K - $38K
|
2.78K
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
269+ 5.77% |
$28.6K - $29.8K
|
4.93K
$532K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
260+ 6.59% |
$27.6K - $28.8K
|
4.21K
$454K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
256+ 0.18% |
$27.2K - $28.3K
|
144K
$15.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
210+ 1.39% |
$22.3K - $23.2K
|
15.3K
$1.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
167+ 2087.5% |
$17.8K - $18.5K
|
175
$18.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
164New |
$17.4K - $18.2K
|
164
$17.7K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
162+ 4.68% |
$17.2K - $17.9K
|
3.62K
$391K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
147+ 0.67% |
$15.6K - $16.3K
|
22K
$2.37M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
110+ 2.04% |
$11.7K - $12.2K
|
5.51K
$595K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
108+ 0.44% |
$11.5K - $12K
|
24.7K
$2.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100+ 26.04% |
$10.6K - $11.1K
|
484
$52.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
87New |
$9.25K - $9.63K
|
87
$9.39K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
87+ 1.15% |
$9.25K - $9.63K
|
7.67K
$828K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
64New |
$6.81K - $7.08K
|
64
$6.91K
|