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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
212+ 2.94% |
$10.9K - $11.4K
|
7.41K
$400K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-458- 13.17% |
$23.7K - $24.8K
|
3.02K
$163K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-58.3K- 69.12% |
$3.02M - $3.16M
|
26K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.46K- 6.72% |
$75.8K - $79.3K
|
20.3K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
504+ 2.21% |
$26.1K - $27.3K
|
23.3K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
126New |
$6.53K - $6.83K
|
126
$6.79K
|
|
|
Feb 07, 2025
Q4 2024
|
Wallace Hart LLC
Lexington, KY |
SELL
|
- |
-227- 8.71% |
$11.8K - $12.3K
|
2.38K
$128K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-55.7K- 52.23% |
$2.88M - $3.02M
|
50.9K
$2.75M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.69KNew |
$243K - $254K
|
4.69K
$253K
|
|
| Q3 2024 | |||||||
|
Oct 06, 2025
Q3 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
118+ 1.03% |
$6.14K - $6.41K
|
11.6K
$625K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
201New |
$10.5K - $10.9K
|
201
$10.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 2.78% |
$52 - $54.3
|
37
$1.99K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
550New |
$28.6K - $29.9K
|
550
$29.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-182- 3.14% |
$9.47K - $9.89K
|
5.61K
$303K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.76K+ 5309.62% |
$144K - $150K
|
2.81K
$152K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-8.81K- 27.19% |
$459K - $479K
|
23.6K
$1.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.75K+ 35.43% |
$91.1K - $95.1K
|
6.69K
$361K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.23K- 12.54% |
$480K - $502K
|
64.3K
$3.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
246New |
$12.8K - $13.4K
|
246
$13.3K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6KNew |
$311K - $317K
|
6K
$323K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.34K- 46.08% |
$173K - $176K
|
3.9K
$210K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
145New |
$7.51K - $7.66K
|
145
$7.82K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-30- 66.67% |
$1.55K - $1.59K
|
15
$809
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1New |
$51.8 - $52.9
|
1
$53.9
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
900New |
$47.2K - $48.3K
|
900
$48.5K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1- 6.67% |
$52.5 - $53.7
|
14
$755
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4+ 0.09% |
$210 - $215
|
4.34K
$234K
|
|
| 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
$873K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.95% |
$50.9 - $53.7
|
106
$5.71K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-308- 41.9% |
$15.7K - $16.5K
|
427
$23K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
312New |
$15.9K - $16.7K
|
312
$16.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-155- 2.61% |
$7.88K - $8.32K
|
5.78K
$312K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
346New |
$17.6K - $18.6K
|
346
$18.7K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-627- 10.86% |
$31.9K - $33.7K
|
5.15K
$277K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
123New |
$6.35K - $6.64K
|
123
$6.63K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$51.6 - $54
|
1
$53.9
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.12KClosed |
$264K - $276K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
55+ 1.42% |
$2.84K - $2.97K
|
3.94K
$212K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.18K- 22.67% |
$61K - $63.8K
|
4.03K
$217K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.72KNew |
$308K - $320K
|
5.72K
$308K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
12+ 3.08% |
$646 - $671
|
401
$21.6K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
900New |
$48.6K - $50.2K
|
900
$48.5K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.81K- 56.6% |
$151K - $157K
|
2.15K
$116K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
55New |
$2.97K - $3.07K
|
55
$2.97K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
21New |
$1.13K - $1.17K
|
21
$1.13K
|
|
| Q4 2022 | |||||||
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5.45KNew |
$290K - $305K
|
5.45K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
822New |
$43.7K - $46K
|
822
$44.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.83KNew |
$257K - $270K
|
4.83K
$260K
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-1.58K- 9.08% |
$84.1K - $88.6K
|
15.9K
$855K
|
|