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 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
641+ 6.55% |
$68.2K - $71K
|
10.4K
$1.13M
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
620+ 3.42% |
$65.9K - $68.6K
|
18.7K
$2.03M
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
619+ 2.11% |
$65.8K - $68.5K
|
29.9K
$3.24M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
612New |
$65.1K - $67.7K
|
612
$66.3K
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
610+ 3.64% |
$64.9K - $67.5K
|
17.4K
$1.88M
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
581+ 1.61% |
$61.8K - $64.3K
|
36.6K
$3.96M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
576+ 7.83% |
$61.2K - $63.8K
|
7.93K
$859K
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
572+ 7.52% |
$60.8K - $63.3K
|
8.18K
$886K
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
536New |
$57K - $59.3K
|
536
$58.1K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
511+ 24.18% |
$54.3K - $56.6K
|
2.62K
$284K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
497+ 5.88% |
$52.8K - $55K
|
8.94K
$969K
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
445New |
$47.3K - $49.3K
|
445
$48.2K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
423New |
$45K - $46.8K
|
423
$45.8K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
417+ 4.91% |
$44.3K - $46.2K
|
8.91K
$965K
|
|
Feb 03, 2025
Q4 2024
|
Verger Capital Management LLC
|
BUY
|
- |
416+ 0.46% |
$44.2K - $46K
|
91.6K
$9.92M
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
397+ 1.18% |
$42.2K - $43.9K
|
34.1K
$3.69M
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
358+ 2.54% |
$38.1K - $39.6K
|
14.5K
$1.57M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
354+ 9.66% |
$37.6K - $39.2K
|
4.02K
$435K
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
346+ 0.38% |
$36.8K - $38.3K
|
90.6K
$9.82M
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
343+ 14.09% |
$36.5K - $38K
|
2.78K
$301K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
282New |
$30K - $31.2K
|
282
$30.6K
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
269+ 5.77% |
$28.6K - $29.8K
|
4.93K
$534K
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
260+ 6.59% |
$27.6K - $28.8K
|
4.21K
$456K
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
256+ 0.18% |
$27.2K - $28.3K
|
144K
$15.6M
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
240New |
$25.5K - $26.6K
|
240
$26K
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
233+ 5.94% |
$24.8K - $25.8K
|
4.15K
$450K
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
221+ 5.93% |
$23.5K - $24.5K
|
3.95K
$428K
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
210+ 1.39% |
$22.3K - $23.2K
|
15.3K
$1.66M
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
199+ 1.91% |
$21.2K - $22K
|
10.6K
$1.15M
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
184+ 9.54% |
$19.6K - $20.4K
|
2.11K
$229K
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
171+ 0.28% |
$18.2K - $18.9K
|
62.2K
$6.74M
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
167+ 2087.5% |
$17.8K - $18.5K
|
175
$19K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
164New |
$17.4K - $18.2K
|
164
$17.8K
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
162+ 4.68% |
$17.2K - $17.9K
|
3.62K
$392K
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
151+ 1.42% |
$16.1K - $16.7K
|
10.8K
$1.17M
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
147+ 0.67% |
$15.6K - $16.3K
|
22K
$2.38M
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
137+ 1.51% |
$14.6K - $15.2K
|
9.22K
$999K
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
130+ 2.17% |
$13.8K - $14.4K
|
6.11K
$662K
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
110+ 2.04% |
$11.7K - $12.2K
|
5.51K
$597K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
108+ 0.44% |
$11.5K - $12K
|
24.7K
$2.67M
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
108New |
$11.5K - $12K
|
108
$11.7K
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
105+ 4.74% |
$11.2K - $11.6K
|
2.32K
$251K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100+ 26.04% |
$10.6K - $11.1K
|
484
$52.4K
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
87+ 1.15% |
$9.25K - $9.63K
|
7.67K
$831K
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
87New |
$9.25K - $9.63K
|
87
$9.43K
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
87+ 108.75% |
$9.25K - $9.63K
|
167
$18.1K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
78New |
$8.29K - $8.63K
|
78
$8.45K
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
75+ 0.49% |
$7.97K - $8.3K
|
15.3K
$1.65M
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
73New |
$7.76K - $8.08K
|
73
$7.91K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
67New |
$7.12K - $7.42K
|
67
$7.26K
|