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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
1.9KNew |
$202K - $211K
|
1.9K
$208K
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
1.9KNew |
$202K - $210K
|
1.9K
$207K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.88KNew |
$200K - $209K
|
1.88K
$205K
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
1.88KNew |
$200K - $208K
|
1.88K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.86K+ 33.87% |
$198K - $206K
|
7.37K
$803K
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.84K+ 6.45% |
$195K - $203K
|
30.3K
$3.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.83K+ 31.46% |
$195K - $203K
|
7.66K
$835K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.8K+ 3.47% |
$192K - $199K
|
53.7K
$5.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.7K+ 31.02% |
$181K - $188K
|
7.18K
$783K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.68K+ 24.78% |
$178K - $185K
|
8.43K
$920K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.67K+ 36.11% |
$177K - $185K
|
6.28K
$685K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.61K+ 27.78% |
$171K - $178K
|
7.41K
$807K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.6K+ 51.69% |
$170K - $177K
|
4.68K
$510K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.58KNew |
$168K - $174K
|
1.58K
$172K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
1.52K+ 42.86% |
$162K - $168K
|
5.06K
$552K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.49K+ 17.02% |
$159K - $165K
|
10.3K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.49K+ 5.47% |
$159K - $165K
|
28.8K
$3.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.46K+ 0.51% |
$155K - $161K
|
289K
$31.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.45K+ 31.81% |
$154K - $161K
|
6.01K
$655K
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.44K+ 66.78% |
$153K - $159K
|
3.59K
$391K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.39K+ 5.29% |
$148K - $154K
|
27.7K
$3.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.36K+ 2.57% |
$145K - $151K
|
54.4K
$5.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.35K+ 3.26% |
$143K - $149K
|
42.7K
$4.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.25KNew |
$133K - $138K
|
1.25K
$136K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.24K+ 2.62% |
$131K - $137K
|
48.4K
$5.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.22K+ 32.88% |
$129K - $135K
|
4.92K
$536K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.18KNew |
$125K - $130K
|
1.18K
$128K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.16K+ 3.78% |
$123K - $128K
|
31.8K
$3.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.13K+ 1.36% |
$121K - $126K
|
84.6K
$9.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.13K+ 23.87% |
$120K - $125K
|
5.87K
$640K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
1.12K+ 0.42% |
$120K - $124K
|
271K
$29.5M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.1K+ 8.01% |
$117K - $122K
|
14.9K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.1K+ 8.01% |
$117K - $122K
|
14.9K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.1K+ 2.32% |
$117K - $122K
|
48.4K
$5.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.08KNew |
$115K - $120K
|
1.08K
$118K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
1.08K+ 48.26% |
$115K - $120K
|
3.32K
$362K
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
1.05K+ 1.1% |
$112K - $116K
|
96.9K
$10.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.03K+ 12.48% |
$109K - $114K
|
9.26K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.02K+ 44.15% |
$108K - $113K
|
3.32K
$362K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1K+ 1.58% |
$107K - $111K
|
64.4K
$7.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
995+ 8.0% |
$106K - $110K
|
13.4K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
970+ 0.52% |
$103K - $107K
|
187K
$20.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
958+ 8.26% |
$102K - $106K
|
12.6K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
957+ 22.55% |
$102K - $106K
|
5.2K
$567K
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
BUY
|
- |
953+ 15.25% |
$101K - $105K
|
7.2K
$785K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
925+ 0.96% |
$98.4K - $102K
|
96.8K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
914+ 1.0% |
$97.2K - $101K
|
92.2K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
907+ 0.99% |
$96.4K - $100K
|
92.5K
$10.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
900New |
$95.7K - $99.6K
|
900
$98.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
887New |
$94.3K - $98.2K
|
887
$96.7K
|