Purchases and Sales Made in Q3 2024 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
43+ 0.25% |
$4.55K - $4.77K
|
16.9K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
43+ 0.69% |
$4.55K - $4.77K
|
6.25K
$677K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
43+ 1.91% |
$4.55K - $4.77K
|
2.3K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
40New |
$4.24K - $4.43K
|
40
$4.33K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
39+ 0.13% |
$4.13K - $4.32K
|
29.7K
$3.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
36+ 0.91% |
$3.81K - $3.99K
|
3.98K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
35+ 46.05% |
$3.71K - $3.88K
|
111
$12K
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
28+ 0.56% |
$2.97K - $3.1K
|
4.99K
$541K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
28+ 0.61% |
$2.97K - $3.1K
|
4.62K
$500K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
27+ 0.61% |
$2.86K - $2.99K
|
4.45K
$482K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
26+ 1.05% |
$2.75K - $2.88K
|
2.5K
$271K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
24+ 0.55% |
$2.54K - $2.66K
|
4.37K
$473K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
23+ 1.06% |
$2.44K - $2.55K
|
2.19K
$237K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
23New |
$2.44K - $2.55K
|
23
$2.49K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
19New |
$2.01K - $2.11K
|
19
$2.06K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
19+ 0.1% |
$2.01K - $2.11K
|
18.7K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
13+ 0.6% |
$1.38K - $1.44K
|
2.18K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13+ 0.54% |
$1.38K - $1.44K
|
2.43K
$263K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 0.62% |
$1.27K - $1.33K
|
1.94K
$210K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
12+ 4.29% |
$1.27K - $1.33K
|
292
$31.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
9+ 0.35% |
$953 - $997
|
2.56K
$278K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9+ 0.43% |
$953 - $997
|
2.08K
$225K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
9+ 0.5% |
$953 - $997
|
1.79K
$194K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9+ 0.07% |
$953 - $997
|
12.1K
$1.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
8+ 0.09% |
$847 - $887
|
9.06K
$981K
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
7+ 0.15% |
$741 - $776
|
4.55K
$493K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.16% |
$636 - $665
|
3.67K
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
5+ 0.02% |
$530 - $554
|
20.4K
$2.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
5+ 0.14% |
$530 - $554
|
3.52K
$381K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4+ 0.11% |
$424 - $443
|
3.65K
$396K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 0.61% |
$424 - $443
|
665
$72K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
4+ 0.14% |
$424 - $443
|
2.88K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
4+ 0.17% |
$424 - $443
|
2.36K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3+ 2.14% |
$318 - $332
|
143
$15.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3+ 0.11% |
$318 - $332
|
2.66K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2+ 0.05% |
$212 - $222
|
3.7K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
2+ 0.06% |
$212 - $222
|
3.53K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2+ 0.09% |
$212 - $222
|
2.25K
$244K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 0.14% |
$212 - $222
|
1.43K
$155K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2+ 0.04% |
$212 - $222
|
4.66K
$505K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.29% |
$212 - $222
|
690
$74.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.31% |
$106 - $111
|
319
$34.6K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 0.08% |
$106 - $111
|
1.29K
$140K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1+ 0.01% |
$106 - $111
|
13.5K
$1.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.66% |
$106 - $111
|
153
$16.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Summer Road LLC
West Palm Beach, FL |
BUY
|
- |
1+ 1.23% |
$106 - $111
|
82
$8.88K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1- 0.02% |
$106 - $111
|
5.76K
$624K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1- 0.44% |
$106 - $111
|
225
$24.4K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.01% |
$106 - $111
|
16.9K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-2- 0.02% |
$212 - $222
|
11.3K
$1.22M
|