Latest Institutional Transactions on Pimco ETF Tr Broad Us Tips Ind (TIPZ)
This table provides information on the latest institutional transactions involving Pimco ETF Tr Broad Us Tips Ind (TIPZ) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1New |
$51.8 - $52.9
|
1
$52.1
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
2.61KNew |
$137K - $140K
|
2.61K
$136K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 6.67% |
$52.5 - $53.7
|
14
$729
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
900New |
$47.2K - $48.3K
|
900
$46.9K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1- 6.67% |
$52.5 - $53.7
|
14
$729
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4+ 0.09% |
$210 - $215
|
4.34K
$226K
|
|
| Q4 2023 | |||||||
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-5.29KClosed |
$269K - $284K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.2KNew |
$824K - $869K
|
16.2K
$844K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.95% |
$50.9 - $53.7
|
106
$5.52K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-308- 41.9% |
$15.7K - $16.5K
|
427
$22.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
312New |
$15.9K - $16.7K
|
312
$16.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-155- 2.61% |
$7.88K - $8.32K
|
5.78K
$301K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
346New |
$17.6K - $18.6K
|
346
$18K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-627- 10.86% |
$31.9K - $33.7K
|
5.15K
$268K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
123New |
$6.35K - $6.64K
|
123
$6.41K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.12KClosed |
$264K - $276K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$51.6 - $54
|
1
$52.1
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
55+ 1.42% |
$2.84K - $2.97K
|
3.94K
$205K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.18K- 22.67% |
$61K - $63.8K
|
4.03K
$210K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21- 19.09% |
$1.08K - $1.13K
|
89
$4.64K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.72KNew |
$308K - $320K
|
5.72K
$298K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-650- 14.01% |
$35K - $36.4K
|
3.99K
$208K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-200- 21.05% |
$10.8K - $11.2K
|
750
$39.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
12+ 3.08% |
$646 - $671
|
401
$20.9K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.81K- 56.6% |
$151K - $157K
|
2.15K
$112K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
900New |
$48.6K - $50.2K
|
900
$46.9K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
55New |
$2.97K - $3.07K
|
55
$2.87K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
21New |
$1.13K - $1.17K
|
21
$1.09K
|
|
| Q4 2022 | |||||||
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5.45KNew |
$290K - $305K
|
5.45K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-1.58K- 9.08% |
$84.1K - $88.6K
|
15.9K
$826K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
822New |
$43.7K - $46K
|
822
$42.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.31KNew |
$282K - $297K
|
5.31K
$276K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.83KNew |
$257K - $270K
|
4.83K
$252K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21+ 0.1% |
$1.12K - $1.18K
|
20.4K
$1.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
7.06K+ 147.2% |
$375K - $395K
|
11.9K
$618K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
736New |
$39.1K - $41.2K
|
736
$38.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-3.05K- 11.0% |
$162K - $171K
|
24.7K
$1.29M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-773- 65.45% |
$41.1K - $43.3K
|
408
$21.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.2KNew |
$807K - $851K
|
15.2K
$792K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.37KNew |
$73K - $76.9K
|
1.37K
$71.5K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
250New |
$13.3K - $15K
|
250
$13K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.34KNew |
$444K - $501K
|
8.34K
$434K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
134KNew |
$7.13M - $8.06M
|
134K
$6.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
12+ 2.59% |
$638 - $721
|
476
$24.8K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.2KNew |
$594K - $671K
|
11.2K
$581K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-389- 56.46% |
$20.7K - $23.4K
|
300
$15.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
117KNew |
$6.21M - $7.01M
|
117K
$6.08M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16New |
$851 - $962
|
16
$834
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
790New |
$42K - $47.5K
|
790
$41.2K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
73KNew |
$3.89M - $4.39M
|
73K
$3.81M
|
|