Latest Institutional Transactions on Ishares Tr Tips Bd ETF (TIP)
This table provides information on the latest institutional transactions involving Ishares Tr Tips Bd ETF (TIP) 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 |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-552- 70.23% |
$58.5K - $61.2K
|
234
$25.1K
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
11.9K+ 82.12% |
$1.26M - $1.31M
|
26.3K
$2.83M
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
907+ 4.22% |
$96.1K - $101K
|
22.4K
$2.41M
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-4.27K- 13.86% |
$452K - $473K
|
26.5K
$2.85M
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-51- 1.91% |
$5.4K - $5.65K
|
2.62K
$282K
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.21K- 13.4% |
$128K - $134K
|
7.79K
$837K
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.59K+ 22.47% |
$274K - $287K
|
14.1K
$1.51M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.94K- 68.92% |
$524K - $548K
|
2.23K
$239K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.46K- 50.52% |
$155K - $162K
|
1.43K
$154K
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
4.82K+ 5.02% |
$510K - $534K
|
101K
$10.8M
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.13K- 51.09% |
$967K - $1.01M
|
8.74K
$939K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.32K- 7.53% |
$140K - $146K
|
16.2K
$1.74M
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-975- 7.45% |
$103K - $108K
|
12.1K
$1.3M
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
4+ 0.14% |
$424 - $443
|
2.88K
$310K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.72K- 7.41% |
$182K - $190K
|
21.4K
$2.3M
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-539- 20.11% |
$57.1K - $59.7K
|
2.14K
$230K
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-198- 4.72% |
$21K - $21.9K
|
4K
$430K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-28- 3.25% |
$2.97K - $3.1K
|
834
$89.6K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.32K- 26.49% |
$140K - $146K
|
3.67K
$394K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
202New |
$21.4K - $22.4K
|
202
$21.7K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-545- 43.46% |
$57.7K - $60.4K
|
709
$76.2K
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-56- 1.97% |
$5.93K - $6.21K
|
2.79K
$299K
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-314- 6.82% |
$33.3K - $34.8K
|
4.29K
$461K
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
4.17KNew |
$442K - $462K
|
4.17K
$448K
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
2.65K+ 2.84% |
$280K - $293K
|
95.8K
$10.3M
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-343- 30.68% |
$36.3K - $38K
|
775
$83.3K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.17K- 3.59% |
$124K - $129K
|
31.3K
$3.36M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-30.7K- 78.35% |
$3.25M - $3.41M
|
8.49K
$912K
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
986+ 10.45% |
$104K - $109K
|
10.4K
$1.12M
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
155+ 7.59% |
$16.4K - $17.2K
|
2.2K
$236K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.61M- 95.58% |
$170M - $178M
|
74.4K
$7.99M
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-63- 1.22% |
$6.67K - $6.98K
|
5.11K
$549K
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.52K+ 2.76% |
$161K - $169K
|
56.8K
$6.1M
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
271+ 10.53% |
$28.7K - $30K
|
2.85K
$306K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
405+ 1.15% |
$42.9K - $44.9K
|
35.5K
$3.82M
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-15.4K- 65.72% |
$1.63M - $1.71M
|
8.03K
$862K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
235New |
$24.9K - $26K
|
235
$25.2K
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-409- 1.07% |
$43.3K - $45.3K
|
37.8K
$4.06M
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
671K+ 125.63% |
$71.1M - $74.4M
|
1.21M
$129M
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-33- 0.22% |
$3.5K - $3.66K
|
14.7K
$1.57M
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-113- 4.53% |
$12K - $12.5K
|
2.38K
$256K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-38.9K- 6.08% |
$4.12M - $4.31M
|
600K
$64.5M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-180- 0.61% |
$19.1K - $19.9K
|
29.3K
$3.15M
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.66% |
$106 - $111
|
153
$16.4K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-190K- 62.97% |
$20.2M - $21.1M
|
112K
$12M
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
989+ 5.39% |
$105K - $110K
|
19.3K
$2.08M
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-317- 0.35% |
$33.6K - $35.1K
|
89.9K
$9.65M
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3- 0.13% |
$318 - $332
|
2.3K
$248K
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-24- 1.03% |
$2.54K - $2.66K
|
2.31K
$249K
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-6.51K- 19.56% |
$689K - $721K
|
26.8K
$2.87M
|