Heartwood Wealth Advisors LLC Ishares Tr Tips Bd ETF Transaction History

Heartwood Wealth Advisors LLC

  • $894 Million
  • Q3 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 144,122 shares of TIP stock, worth $15.4 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares
144,122
Previous 142,636 1.04%
Holding current value
$15.4 Million
Previous $15.2 Million 4.54%
% of portfolio
1.78%
Previous 1.82%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$105.92 - $110.83 $157,397 - $164,693
1,486 Added 1.04%
144,122 $15.9 Million
Q2 2024

Jul 09, 2024
BUY
$105.01 - $107.23 $249,188 - $254,456
2,373 Added 1.69%
142,636 $15.2 Million
Q1 2024

Apr 02, 2024
BUY
$105.69 - $108.04 $725,773 - $741,910
6,867 Added 5.15%
140,263 $15.1 Million
Q4 2023

Jan 17, 2024
BUY
$102.12 - $107.97 $13.6 Million - $14.4 Million
133,396 New
133,396 $14.3 Million

Others Institutions Holding TIP

# of Institutions
1,084
Shares Held
110M
Call Options Held
1.55M
Put Options Held
1.46M
View Full List

About ISHARES TR TIPS BD ETF

TIP Quotes by TradingView
  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
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