Latest Institutional Transactions on Pimco ETF Tr 15+ Yr Us Tips In (LTPZ)
This table provides information on the latest institutional transactions involving Pimco ETF Tr 15+ Yr Us Tips In (LTPZ) 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 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
56New |
$2.86K - $3.12K
|
56
$2.96K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
174New |
$8.87K - $9.7K
|
174
$9.21K
|
|
| Q4 2024 | |||||||
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
3.85KNew |
$201K - $224K
|
3.85K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
19.7KNew |
$1.03M - $1.15M
|
19.7K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
871New |
$45.4K - $50.6K
|
871
$46.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
106+ 43.44% |
$5.52K - $6.16K
|
350
$18.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32New |
$1.67K - $1.86K
|
32
$1.69K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
7.76KNew |
$404K - $451K
|
7.76K
$411K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
360New |
$18.7K - $20.9K
|
360
$19.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-406- 9.21% |
$21.1K - $23.6K
|
4K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.47K+ 9212.5% |
$76.8K - $85.7K
|
1.49K
$78.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-943- 4.62% |
$49.1K - $54.8K
|
19.5K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-58- 28.71% |
$3.02K - $3.37K
|
144
$7.62K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
529+ 5.05% |
$27.5K - $30.8K
|
11K
$583K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
9.25KNew |
$481K - $537K
|
9.25K
$489K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1.27K- 7.62% |
$66.3K - $74.1K
|
15.5K
$818K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
25.8K+ 683.47% |
$1.34M - $1.5M
|
29.5K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
71New |
$3.7K - $4.13K
|
71
$3.76K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.3KNew |
$441K - $487K
|
8.3K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.2KNew |
$597K - $659K
|
11.2K
$594K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10.6KNew |
$566K - $625K
|
10.6K
$564K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
10New |
$532 - $587
|
10
$529
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-9.09K- 53.25% |
$483K - $534K
|
7.98K
$422K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3KNew |
$159K - $176K
|
3K
$159K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
6New |
$319 - $352
|
6
$318
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
200New |
$10.6K - $11.7K
|
200
$10.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.17K- 19.84% |
$115K - $127K
|
8.75K
$463K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.02K- 8.6% |
$108K - $119K
|
21.5K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.36K- 24.68% |
$72.5K - $80K
|
4.16K
$220K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 4.0% |
$53.2 - $58.7
|
26
$1.38K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-9.89K- 81.83% |
$526K - $580K
|
2.2K
$116K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3+ 0.03% |
$160 - $176
|
11.1K
$587K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.46K+ 64.55% |
$389K - $414K
|
19K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
37.3KNew |
$1.95M - $2.07M
|
37.3K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.86KNew |
$202K - $214K
|
3.86K
$204K
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
7KNew |
$366K - $388K
|
7K
$371K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
473+ 2.74% |
$24.7K - $26.2K
|
17.7K
$938K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-200- 66.67% |
$10.4K - $11.1K
|
100
$5.29K
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
86.7KNew |
$4.53M - $4.81M
|
86.7K
$4.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.4K- 31.41% |
$177K - $188K
|
7.42K
$393K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.23K- 62.35% |
$64.4K - $68.4K
|
745
$39.4K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
237New |
$12.8K - $13.5K
|
237
$12.5K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.42K- 21.28% |
$130K - $138K
|
8.93K
$473K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.1KNew |
$437K - $463K
|
8.1K
$429K
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.29K- 2.18% |
$123K - $131K
|
103K
$5.44M
|
|
|
May 13, 2024
Q1 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-202K- 73.7% |
$10.9M - $11.6M
|
72.1K
$3.82M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
117New |
$6.32K - $6.69K
|
117
$6.19K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
196+ 8.24% |
$10.6K - $11.2K
|
2.58K
$136K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-217Closed |
$11.7K - $12.4K
|
0
$0
|
|