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 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
878New |
$93.4K - $97.2K
|
878
$95.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
835+ 36.12% |
$88.8K - $92.4K
|
3.15K
$343K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
770New |
$81.9K - $85.2K
|
770
$84K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
725+ 1.83% |
$77.1K - $80.3K
|
40.3K
$4.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
724+ 57.05% |
$77K - $80.1K
|
1.99K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
721+ 8.07% |
$76.7K - $79.8K
|
9.65K
$1.05M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
716+ 20.99% |
$76.1K - $79.3K
|
4.13K
$450K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
710+ 2.6% |
$75.5K - $78.6K
|
28K
$3.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
693+ 29.69% |
$73.7K - $76.7K
|
3.03K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
673+ 7.92% |
$71.6K - $74.5K
|
9.17K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
644New |
$68.5K - $71.3K
|
644
$70.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
641+ 6.55% |
$68.2K - $71K
|
10.4K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
620+ 3.42% |
$65.9K - $68.6K
|
18.7K
$2.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
619+ 2.11% |
$65.8K - $68.5K
|
29.9K
$3.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
612New |
$65.1K - $67.7K
|
612
$66.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
610+ 1.83% |
$64.9K - $67.5K
|
34K
$3.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
610+ 3.64% |
$64.9K - $67.5K
|
17.4K
$1.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
591New |
$62.8K - $65.4K
|
591
$64.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
581+ 1.61% |
$61.8K - $64.3K
|
36.6K
$3.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
576+ 7.83% |
$61.2K - $63.8K
|
7.93K
$865K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
572+ 7.52% |
$60.8K - $63.3K
|
8.18K
$892K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
571New |
$60.7K - $63.2K
|
571
$62.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
536New |
$57K - $59.3K
|
536
$58.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
534+ 9.95% |
$56.8K - $59.1K
|
5.9K
$643K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
511+ 24.18% |
$54.3K - $56.6K
|
2.62K
$286K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
497+ 5.88% |
$52.8K - $55K
|
8.94K
$975K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
445New |
$47.3K - $49.3K
|
445
$48.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
436+ 14.23% |
$46.4K - $48.3K
|
3.5K
$382K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
423New |
$45K - $46.8K
|
423
$46.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
417+ 4.91% |
$44.3K - $46.2K
|
8.91K
$971K
|
|
|
Feb 03, 2025
Q4 2024
|
Verger Capital Management LLC
|
BUY
|
- |
416+ 0.46% |
$44.2K - $46K
|
91.6K
$9.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
397+ 1.18% |
$42.2K - $43.9K
|
34.1K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
371New |
$39.4K - $41.1K
|
371
$40.5K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
370+ 2.09% |
$39.3K - $41K
|
18.1K
$1.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
358+ 2.54% |
$38.1K - $39.6K
|
14.5K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
354+ 9.66% |
$37.6K - $39.2K
|
4.02K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
352+ 75.7% |
$37.4K - $39K
|
817
$89.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
346+ 0.38% |
$36.8K - $38.3K
|
90.6K
$9.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
343+ 14.09% |
$36.5K - $38K
|
2.78K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
335+ 3.04% |
$35.6K - $37.1K
|
11.4K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
324+ 9.16% |
$34.5K - $35.9K
|
3.86K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
312+ 3.44% |
$33.2K - $34.5K
|
9.37K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
300New |
$31.9K - $33.2K
|
300
$32.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
300+ 10.41% |
$31.9K - $33.2K
|
3.18K
$347K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
282New |
$30K - $31.2K
|
282
$30.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
273New |
$29K - $30.2K
|
273
$29.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
269+ 5.77% |
$28.6K - $29.8K
|
4.93K
$538K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
260+ 6.59% |
$27.6K - $28.8K
|
4.21K
$459K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
256+ 0.18% |
$27.2K - $28.3K
|
144K
$15.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
252New |
$26.8K - $27.9K
|
252
$27.5K
|