Purchases and Sales Made in Q2 2024 in Timothy Plan Intl ETF (De) (TPIF)
This table provides information about the institutional ownership of Timothy Plan Intl ETF (De) (TPIF) during Q2 2024. The information is specifically focused on institutions that hold shares of TIMOTHY PLAN INTL ETF (DE).
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
101KNew |
$2.6M - $2.77M
|
101K
$2.68M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19.9K+ 93.6% |
$514K - $548K
|
41.2K
$1.1M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.4K+ 107.6% |
$448K - $477K
|
33.5K
$892K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.6KNew |
$378K - $403K
|
14.6K
$390K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.1KNew |
$338K - $360K
|
13.1K
$349K
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
8.26KNew |
$213K - $227K
|
8.26K
$220K
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
5.19K+ 10.72% |
$134K - $143K
|
53.6K
$1.43M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.08K+ 8.1% |
$105K - $112K
|
54.4K
$1.45M
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.95KNew |
$102K - $109K
|
3.95K
$105K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.95KNew |
$102K - $109K
|
3.95K
$105K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
3.03K+ 2.02% |
$78.3K - $83.5K
|
153K
$4.08M
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.7KNew |
$69.7K - $74.3K
|
2.7K
$71.9K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.4K+ 226.84% |
$62K - $66K
|
3.46K
$92.1K
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
2.02K+ 13.19% |
$52.1K - $55.5K
|
17.3K
$461K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.77K+ 35.22% |
$45.6K - $48.7K
|
6.79K
$181K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.48K+ 11.35% |
$38.3K - $40.8K
|
14.5K
$387K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.18K+ 3.95% |
$30.5K - $32.5K
|
31.1K
$829K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
779New |
$20.1K - $21.4K
|
779
$20.8K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
440New |
$11.4K - $12.1K
|
440
$11.7K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
427New |
$11K - $11.8K
|
427
$11.4K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
290+ 3.52% |
$7.49K - $7.98K
|
8.53K
$227K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
218New |
$5.63K - $6K
|
218
$5.81K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
100New |
$2.58K - $2.75K
|
100
$2.66K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
84+ 0.43% |
$2.17K - $2.31K
|
19.6K
$522K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
55+ 0.23% |
$1.42K - $1.51K
|
24.4K
$650K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
20+ 0.07% |
$516 - $550
|
30.4K
$810K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1- 0.32% |
$25.8 - $27.5
|
311
$8.29K
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-58- 98.31% |
$1.5K - $1.6K
|
1
$26.6
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-58- 98.31% |
$1.5K - $1.6K
|
1
$26.6
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-339- 3.96% |
$8.75K - $9.33K
|
8.23K
$219K
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-379- 2.79% |
$9.79K - $10.4K
|
13.2K
$351K
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-3.17K- 3.05% |
$81.8K - $87.2K
|
101K
$2.68M
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-4.47K- 2.35% |
$115K - $123K
|
186K
$4.95M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.73K- 71.44% |
$122K - $130K
|
1.89K
$50.4K
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.75K- 31.59% |
$174K - $186K
|
14.6K
$390K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.17K- 44.67% |
$185K - $197K
|
8.88K
$237K
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-11.7K- 3.19% |
$303K - $323K
|
356K
$9.48M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-28.9K- 8.71% |
$747K - $796K
|
303K
$8.08M
|