Latest Institutional Transactions on Spdr Bloomberg 1 10 Year Tips (TIPX)
This table provides information on the latest institutional transactions involving Spdr Bloomberg 1 10 Year Tips (TIPX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.1K- 30.03% |
$315K - $320K
|
39.9K
$733K
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-10.3K- 23.34% |
$189K - $192K
|
33.7K
$619K
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
812+ 4.67% |
$14.9K - $15.2K
|
18.2K
$334K
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.86K- 19.09% |
$52.6K - $53.3K
|
12.1K
$222K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.76KNew |
$69.2K - $70.1K
|
3.76K
$69.1K
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-5.02K- 9.81% |
$92.4K - $93.7K
|
46.2K
$848K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-58.8K- 18.02% |
$1.08M - $1.1M
|
268K
$4.92M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
11.3KNew |
$207K - $210K
|
11.3K
$207K
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-13.6K- 21.5% |
$249K - $253K
|
49.5K
$909K
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-73.1K- 54.66% |
$1.34M - $1.36M
|
60.6K
$1.11M
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
10.1KNew |
$185K - $188K
|
10.1K
$185K
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.05K- 7.88% |
$37.7K - $38.2K
|
23.9K
$440K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.51K- 33.05% |
$120K - $121K
|
13.2K
$242K
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
28.7K+ 5.77% |
$528K - $536K
|
526K
$9.67M
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
9+ 0.06% |
$166 - $168
|
15.2K
$279K
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.52K- 19.12% |
$64.8K - $65.7K
|
14.9K
$274K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-17.1K- 43.99% |
$315K - $319K
|
21.8K
$400K
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
22.2KNew |
$409K - $414K
|
22.2K
$408K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-15.9K- 10.94% |
$292K - $296K
|
129K
$2.38M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.92K+ 14.97% |
$35.2K - $35.7K
|
14.7K
$270K
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
180K+ 25.45% |
$3.32M - $3.37M
|
889K
$16.3M
|
|
Q4 2023 | |||||||
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
15.7KNew |
$281K - $293K
|
15.7K
$288K
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
750New |
$13.4K - $14K
|
750
$13.8K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.56K- 39.33% |
$27.9K - $29K
|
2.4K
$44.1K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
240New |
$4.3K - $4.47K
|
240
$4.41K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.9K- 16.11% |
$87.7K - $91.3K
|
25.5K
$469K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
12.6KNew |
$225K - $234K
|
12.6K
$231K
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
29.2KNew |
$523K - $544K
|
29.2K
$536K
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.38KNew |
$42.5K - $44.3K
|
2.38K
$43.7K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.9K+ 11.87% |
$123K - $128K
|
65K
$1.19M
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
16New |
$286 - $298
|
16
$294
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.22KNew |
$21.8K - $22.7K
|
1.22K
$22.3K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
177New |
$3.17K - $3.3K
|
177
$3.25K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.98K+ 41.68% |
$89.1K - $92.7K
|
16.9K
$311K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
172New |
$3.08K - $3.2K
|
172
$3.16K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-475- 55.56% |
$8.5K - $8.85K
|
380
$6.98K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-28.5K- 17.63% |
$510K - $531K
|
133K
$2.45M
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
121KNew |
$2.16M - $2.25M
|
121K
$2.22M
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
82.7KNew |
$1.48M - $1.54M
|
82.7K
$1.52M
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
25.7KNew |
$461K - $479K
|
25.7K
$473K
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-72.3K- 89.49% |
$1.29M - $1.35M
|
8.48K
$156K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
218New |
$3.9K - $4.06K
|
218
$4K
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
40.4KNew |
$722K - $752K
|
40.4K
$741K
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
283New |
$5.07K - $5.27K
|
283
$5.2K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.16KNew |
$20.8K - $21.6K
|
1.16K
$21.3K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.4KNew |
$293K - $305K
|
16.4K
$301K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-3.87K- 41.28% |
$69.3K - $72.1K
|
5.5K
$101K
|
|
Jan 23, 2024
Q4 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
25.4KNew |
$455K - $473K
|
25.4K
$467K
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
20K+ 56.74% |
$358K - $372K
|
55.2K
$1.01M
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-10.7K- 42.48% |
$192K - $200K
|
14.5K
$266K
|