A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 56,075 shares of STIP stock, worth $5.65 Million. This represents 2.84% of its overall portfolio holdings.

Number of Shares
56,075
Previous 62,295 9.98%
Holding current value
$5.65 Million
Previous $6.2 Million 8.33%
% of portfolio
2.84%
Previous 3.34%

Shares

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

Oct 17, 2024

SELL
$98.99 - $101.51 $615,717 - $631,392
-6,220 Reduced 9.98%
56,075 $5.68 Million
Q2 2024

Jul 18, 2024

SELL
$98.69 - $99.57 $335,546 - $338,538
-3,400 Reduced 5.18%
62,295 $6.2 Million
Q1 2024

Apr 11, 2024

BUY
$98.36 - $99.47 $76,229 - $77,089
775 Added 1.19%
65,695 $6.53 Million
Q4 2023

Jan 12, 2024

SELL
$96.33 - $98.68 $796,167 - $815,590
-8,265 Reduced 11.29%
64,920 $6.4 Million
Q3 2023

Oct 17, 2023

BUY
$96.73 - $97.56 $667,437 - $673,164
6,900 Added 10.41%
73,185 $7.09 Million
Q2 2023

Jul 31, 2023

BUY
$97.43 - $99.5 $696,624 - $711,425
7,150 Added 12.09%
66,285 $6.47 Million
Q1 2023

May 08, 2023

SELL
$96.86 - $99.23 $1.61 Million - $1.65 Million
-16,625 Reduced 21.94%
59,135 $5.87 Million
Q4 2022

Feb 08, 2023

BUY
$96.57 - $98.11 $1.04 Million - $1.06 Million
10,790 Added 16.61%
75,760 $7.35 Million
Q3 2022

Nov 03, 2022

BUY
$96.11 - $102.85 $1.64 Million - $1.75 Million
17,025 Added 35.51%
64,970 $6.24 Million
Q2 2022

Aug 02, 2022

BUY
$101.26 - $104.65 $313,906 - $324,415
3,100 Added 6.91%
47,945 $4.86 Million
Q1 2022

May 09, 2022

BUY
$103.82 - $106.76 $70,078 - $72,063
675 Added 1.53%
44,845 $4.55 Million
Q4 2021

Feb 04, 2022

BUY
$105.21 - $107.0 $586,545 - $596,525
5,575 Added 14.44%
44,170 $4.68 Million
Q3 2021

Oct 26, 2021

BUY
$105.49 - $107.1 $89,666 - $91,035
850 Added 2.25%
38,595 $4.08 Million
Q2 2021

Aug 03, 2021

BUY
$105.46 - $106.88 $7,909 - $8,016
75 Added 0.2%
37,745 $4.01 Million
Q1 2021

Apr 28, 2021

BUY
$104.53 - $105.92 $65,331 - $66,200
625 Added 1.69%
37,670 $3.98 Million
Q4 2020

Feb 03, 2021

BUY
$103.06 - $104.43 $15,459 - $15,664
150 Added 0.41%
37,045 $3.87 Million
Q3 2020

Oct 21, 2020

BUY
$102.35 - $104.25 $10,235 - $10,425
100 Added 0.27%
36,895 $3.84 Million
Q1 2020

Apr 28, 2020

SELL
$96.7 - $102.1 $96,700 - $102,100
-1,000 Reduced 2.65%
36,795 $3.68 Million
Q4 2019

Jan 30, 2020

SELL
$99.88 - $100.71 $169,796 - $171,207
-1,700 Reduced 4.3%
37,795 $3.81 Million
Q3 2019

Oct 17, 2019

SELL
$99.87 - $100.5 $189,553 - $190,749
-1,898 Reduced 4.59%
39,495 $3.96 Million
Q2 2019

Aug 06, 2019

SELL
$99.61 - $100.65 $100,307 - $101,354
-1,007 Reduced 2.38%
41,393 $4.16 Million
Q1 2019

May 10, 2019

SELL
$98.04 - $99.75 $743,143 - $756,105
-7,580 Reduced 15.17%
42,400 $4.23 Million
Q4 2018

Feb 08, 2019

BUY
$97.69 - $98.71 $4.88 Million - $4.93 Million
49,980 New
49,980 $4.9 Million

Others Institutions Holding STIP

About ISHARES BARCLAYS 0-5 YEAR TIPS


  • Ticker STIP
  • Sector ETFs
  • Industry ETFs
More about STIP
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