Heartwood Wealth Advisors LLC Ishares Tr Tips Bd ETF Transaction History

Heartwood Wealth Advisors LLC

  • $836 Million
  • Q2 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 142,636 shares of TIP stock, worth $15.8 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
142,636
Previous 140,263 1.69%
Holding current value
$15.8 Million
Previous $15.1 Million 1.1%
% of portfolio
1.82%
Previous 1.86%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,132
Shares Held
114M
Call Options Held
312K
Put Options Held
185K
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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