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 |
---|---|---|---|---|---|---|---|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
36New |
$3.78K - $4.26K
|
36
$3.96K
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 12.5% |
$315 - $355
|
21
$2.31K
|
|
Dec 02, 2022
Q3 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
549+ 5.68% |
$57.6K - $64.9K
|
10.2K
$1.12M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.32K+ 3.33% |
$138K - $155K
|
40.8K
$4.5M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$21K - $23.6K
|
200
$22K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
18K+ 94.97% |
$1.89M - $2.12M
|
36.9K
$4.06M
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
10+ 0.5% |
$1.05K - $1.18K
|
2.01K
$221K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.4K- 58.34% |
$672K - $757K
|
4.57K
$503K
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-295- 98.66% |
$30.9K - $34.9K
|
4
$440
|
|
Nov 14, 2022
Q3 2022
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
25KNew |
$2.62M - $2.96M
|
25K
$2.75M
|
|
Nov 14, 2022
Q3 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.25K- 31.82% |
$131K - $148K
|
2.68K
$295K
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-893- 25.69% |
$93.7K - $106K
|
2.58K
$284K
|
|
Nov 14, 2022
Q3 2022
|
Palladiem, LLC
|
SELL
|
- |
-43.8K- 75.68% |
$4.6M - $5.18M
|
14.1K
$1.55M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-7.02KClosed |
$736K - $830K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-270- 9.3% |
$28.3K - $31.9K
|
2.63K
$290K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.82KNew |
$296K - $333K
|
2.82K
$310K
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.5KNew |
$367K - $414K
|
3.5K
$385K
|
|
Nov 14, 2022
Q3 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-29.4K- 92.88% |
$3.08M - $3.47M
|
2.25K
$248K
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
200New |
$21K - $23.6K
|
200
$22K
|
|
Nov 14, 2022
Q3 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
10.5KNew |
$1.1M - $1.24M
|
10.5K
$1.16M
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
400New |
$42K - $47.3K
|
400
$44K
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-400- 7.14% |
$42K - $47.3K
|
5.2K
$573K
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
351+ 76.97% |
$36.8K - $41.5K
|
807
$88.9K
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
118New |
$12.4K - $14K
|
118
$13K
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-14Closed |
$1.47K - $1.66K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
115+ 410.71% |
$12.1K - $13.6K
|
143
$15.7K
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
175New |
$18.4K - $20.7K
|
175
$19.3K
|
|
Nov 14, 2022
Q3 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
CALL |
900KNew |
$94.4M - $106M
|
900K
$99.1M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-818- 3.36% |
$85.8K - $96.7K
|
23.5K
$2.59M
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-255- 10.26% |
$26.7K - $30.1K
|
2.23K
$246K
|
|
Nov 10, 2022
Q3 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.65% |
$1.57K - $1.77K
|
2.33K
$256K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-7.53K- 9.06% |
$790K - $891K
|
75.6K
$8.33M
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
BUY
|
- |
2.96KNew |
$310K - $349K
|
2.96K
$325K
|
|
Nov 10, 2022
Q3 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-102- 0.29% |
$10.7K - $12.1K
|
34.7K
$3.82M
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-2.74K- 37.6% |
$287K - $324K
|
4.55K
$501K
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
28New |
$2.94K - $3.31K
|
28
$3.08K
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-4.25K- 43.51% |
$446K - $503K
|
5.52K
$608K
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
430New |
$45.1K - $50.8K
|
430
$47.3K
|
|
Nov 09, 2022
Q3 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-3.85K- 2.03% |
$404K - $456K
|
186K
$20.4M
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-491- 19.45% |
$51.5K - $58.1K
|
2.03K
$224K
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
SELL
|
- |
-106K- 26.65% |
$11.1M - $12.5M
|
292K
$32.1M
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.22K- 31.11% |
$233K - $263K
|
4.92K
$542K
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.32K+ 28.39% |
$138K - $156K
|
5.97K
$657K
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-314- 3.42% |
$32.9K - $37.1K
|
8.86K
$975K
|
|
Nov 07, 2022
Q3 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.74K- 36.11% |
$183K - $206K
|
3.08K
$339K
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
32New |
$3.36K - $3.78K
|
32
$3.52K
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
9.24KNew |
$969K - $1.09M
|
9.24K
$1.02M
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
23.4KNew |
$2.46M - $2.77M
|
23.4K
$2.58M
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
13.1K+ 53.35% |
$1.38M - $1.55M
|
37.8K
$4.16M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
25.2KNew |
$2.64M - $2.98M
|
25.2K
$2.77M
|