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 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
61+ 18.83% |
$6.49K - $6.75K
|
385
$41.6K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
60New |
$6.38K - $6.64K
|
60
$6.48K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
52+ 0.5% |
$5.53K - $5.76K
|
10.4K
$1.12M
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
47+ 2.47% |
$5K - $5.2K
|
1.95K
$210K
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
36+ 0.07% |
$3.83K - $3.98K
|
52.3K
$5.65M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
35+ 0.51% |
$3.72K - $3.87K
|
6.85K
$740K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
28+ 1.1% |
$2.98K - $3.1K
|
2.56K
$277K
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
24+ 0.81% |
$2.55K - $2.66K
|
2.99K
$322K
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
21+ 0.48% |
$2.23K - $2.32K
|
4.39K
$474K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17+ 0.19% |
$1.81K - $1.88K
|
9.04K
$976K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
17New |
$1.81K - $1.88K
|
17
$1.83K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
14New |
$1.49K - $1.55K
|
14
$1.51K
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.41% |
$1.28K - $1.33K
|
2.95K
$319K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
10New |
$1.06K - $1.11K
|
10
$1.08K
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
9+ 0.83% |
$957 - $996
|
1.09K
$118K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
8New |
$851 - $886
|
8
$864
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
8+ 0.45% |
$851 - $886
|
1.8K
$195K
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
5+ 0.18% |
$532 - $553
|
2.76K
$298K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5+ 0.1% |
$532 - $553
|
4.97K
$537K
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5+ 0.14% |
$532 - $553
|
3.67K
$396K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5+ 0.26% |
$532 - $553
|
1.89K
$204K
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4+ 0.14% |
$425 - $443
|
2.79K
$301K
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4+ 0.17% |
$425 - $443
|
2.32K
$250K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
3+ 0.33% |
$319 - $332
|
920
$99.3K
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 200.0% |
$213 - $221
|
3
$324
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2New |
$213 - $221
|
2
$216
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2+ 0.03% |
$213 - $221
|
7.49K
$809K
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1New |
$106 - $111
|
1
$108
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1+ 0.01% |
$106 - $111
|
19.3K
$2.09M
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.31% |
$106 - $111
|
320
$34.5K
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.04% |
$106 - $111
|
2.75K
$297K
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1+ 0.03% |
$106 - $111
|
3.71K
$400K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1- 0.04% |
$106 - $111
|
2.28K
$246K
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2- 0.05% |
$213 - $221
|
4.29K
$463K
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2- 1.74% |
$213 - $221
|
113
$12.2K
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-3- 0.08% |
$319 - $332
|
3.82K
$412K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4- 0.19% |
$425 - $443
|
2.08K
$224K
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-5- 0.09% |
$532 - $553
|
5.5K
$594K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-5- 3.16% |
$532 - $553
|
153
$16.5K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-26- 2.8% |
$2.76K - $2.88K
|
902
$97.4K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-27- 3.38% |
$2.87K - $2.99K
|
773
$83.4K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-27- 13.3% |
$2.87K - $2.99K
|
176
$19K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-28- 2.74% |
$2.98K - $3.1K
|
994
$107K
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-32- 0.27% |
$3.4K - $3.54K
|
11.7K
$1.26M
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-34- 1.56% |
$3.62K - $3.76K
|
2.15K
$232K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-34- 4.08% |
$3.62K - $3.76K
|
799
$86.2K
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-37- 0.52% |
$3.93K - $4.1K
|
7.06K
$762K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-38- 1.41% |
$4.04K - $4.21K
|
2.65K
$286K
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-43- 1.47% |
$4.57K - $4.76K
|
2.88K
$311K
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-48- 1.58% |
$5.1K - $5.31K
|
2.98K
$322K
|