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 29, 2025
Q4 2024
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
3.4KNew |
$361K - $376K
|
3.4K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3.39K+ 7.92% |
$360K - $375K
|
46.1K
$5.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.32K+ 49.4% |
$353K - $367K
|
10K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.28K+ 21893.33% |
$349K - $364K
|
3.3K
$362K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.28KNew |
$349K - $363K
|
3.28K
$361K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.28K+ 1.51% |
$349K - $363K
|
220K
$24.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.27K+ 1.15% |
$348K - $362K
|
288K
$31.7M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
3.23KNew |
$343K - $357K
|
3.23K
$355K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.19K+ 2.98% |
$339K - $353K
|
110K
$12.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.18K+ 167.44% |
$338K - $352K
|
5.08K
$558K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.15K+ 30.92% |
$335K - $349K
|
13.3K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.15KNew |
$335K - $349K
|
3.15K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.04K+ 4.14% |
$323K - $336K
|
76.3K
$8.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3K+ 6.29% |
$319K - $333K
|
50.8K
$5.58M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
2.99K+ 7.14% |
$318K - $331K
|
44.9K
$4.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.95KNew |
$313K - $326K
|
2.95K
$324K
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
2.92KNew |
$311K - $324K
|
2.92K
$321K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.91K+ 8.22% |
$310K - $322K
|
38.3K
$4.21M
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
2.91K+ 1.98% |
$309K - $322K
|
150K
$16.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.9K+ 15.38% |
$309K - $321K
|
21.8K
$2.39M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.84K+ 3.38% |
$302K - $315K
|
87K
$9.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.77KNew |
$295K - $307K
|
2.77K
$305K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
2.76K+ 2.78% |
$294K - $306K
|
102K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.73KNew |
$290K - $302K
|
2.73K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.68KNew |
$285K - $296K
|
2.68K
$294K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.68KNew |
$284K - $296K
|
2.68K
$294K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
2.62K+ 26.68% |
$278K - $290K
|
12.4K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.61K+ 2.11% |
$277K - $289K
|
126K
$13.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2.5K+ 97.39% |
$266K - $277K
|
5.07K
$556K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.46K+ 2.55% |
$262K - $273K
|
99K
$10.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
2.41KNew |
$256K - $267K
|
2.41K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.39KNew |
$254K - $265K
|
2.39K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
2.37KNew |
$251K - $262K
|
2.37K
$260K
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
2.33KNew |
$248K - $258K
|
2.33K
$256K
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
2.33K+ 2.66% |
$248K - $258K
|
90K
$9.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
2.33KNew |
$248K - $258K
|
2.33K
$256K
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
2.29KNew |
$243K - $253K
|
2.29K
$251K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.15K+ 4.77% |
$229K - $238K
|
47.3K
$5.19M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.11K+ 2.53% |
$224K - $233K
|
85.3K
$9.37M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.1KNew |
$223K - $232K
|
2.1K
$231K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.08KNew |
$221K - $230K
|
2.08K
$228K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.05KNew |
$218K - $227K
|
2.05K
$225K
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
2.05KNew |
$218K - $227K
|
2.05K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
2KNew |
$213K - $222K
|
2K
$220K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.99K+ 3.27% |
$212K - $220K
|
62.9K
$6.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
1.98KNew |
$211K - $219K
|
1.98K
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
1.96KNew |
$209K - $217K
|
1.96K
$215K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1.95K+ 10.09% |
$207K - $216K
|
21.3K
$2.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
1.92KNew |
$204K - $212K
|
1.92K
$211K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.91K+ 3.86% |
$203K - $211K
|
51.3K
$5.63M
|