A detailed history of Hcr Wealth Advisors transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Hcr Wealth Advisors holds 4,083 shares of TIP stock, worth $435,982. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,083
Previous 4,533 9.93%
Holding current value
$435,982
Previous $487,000 10.06%
% of portfolio
0.07%
Previous 0.08%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

SELL
$105.69 - $108.04 $47,560 - $48,618
-450 Reduced 9.93%
4,083 $438,000
Q4 2023

Feb 09, 2024

BUY
$102.12 - $107.97 $1,225 - $1,295
12 Added 0.27%
4,533 $487,000
Q3 2022

Nov 07, 2022

SELL
$107.54 - $118.23 $225,834 - $248,283
-2,100 Reduced 31.72%
4,521 $474,000
Q2 2022

Aug 12, 2022

SELL
$113.44 - $123.09 $2,041 - $2,215
-18 Reduced 0.27%
6,621 $754,000
Q1 2022

May 05, 2022

BUY
$122.95 - $129.16 $3,196 - $3,358
26 Added 0.39%
6,639 $827,000
Q4 2021

Feb 04, 2022

BUY
$127.7 - $130.86 $382,461 - $391,925
2,995 Added 82.78%
6,613 $854,000
Q2 2021

Jul 21, 2021

SELL
$125.2 - $128.01 $36,683 - $37,506
-293 Reduced 7.49%
3,618 $463,000
Q1 2021

May 13, 2021

BUY
$124.29 - $128.12 $242,986 - $250,474
1,955 Added 99.95%
3,911 $491,000
Q4 2020

Feb 04, 2021

BUY
$124.65 - $127.65 $2,243 - $2,297
18 Added 0.93%
1,956 $250,000
Q4 2019

Feb 07, 2020

BUY
$115.27 - $117.05 $2,881 - $2,926
25 Added 1.31%
1,938 $226,000
Q3 2019

Nov 07, 2019

SELL
$114.63 - $118.1 $21,665 - $22,320
-189 Reduced 8.99%
1,913 $222,000
Q2 2019

Jul 25, 2019

BUY
$112.34 - $115.84 $9,436 - $9,730
84 Added 4.16%
2,102 $243,000
Q1 2019

May 10, 2019

BUY
$109.53 - $113.07 $221,031 - $228,175
2,018 New
2,018 $228,000

Others Institutions Holding TIP

About ISHARES TR TIPS BD ETF


  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
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