A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 63,535 shares of TIP stock, worth $6.85 Million. This represents 3.5% of its overall portfolio holdings.

Number of Shares
63,535
Previous 70,835 10.31%
Holding current value
$6.85 Million
Previous $7.56 Million 7.21%
% of portfolio
3.5%
Previous 4.07%

Shares

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

Oct 17, 2024

SELL
$105.92 - $110.83 $773,216 - $809,059
-7,300 Reduced 10.31%
63,535 $7.02 Million
Q2 2024

Jul 18, 2024

BUY
$105.01 - $107.23 $551,302 - $562,957
5,250 Added 8.0%
70,835 $7.56 Million
Q1 2024

Apr 11, 2024

BUY
$105.69 - $108.04 $609,302 - $622,850
5,765 Added 9.64%
65,585 $7.04 Million
Q4 2023

Jan 12, 2024

SELL
$102.12 - $107.97 $2.87 Million - $3.03 Million
-28,075 Reduced 31.94%
59,820 $6.43 Million
Q3 2023

Oct 17, 2023

BUY
$103.4 - $107.7 $4.73 Million - $4.92 Million
45,720 Added 108.41%
87,895 $9.12 Million
Q2 2023

Jul 31, 2023

BUY
$107.1 - $111.15 $495,337 - $514,068
4,625 Added 12.32%
42,175 $4.54 Million
Q1 2023

May 08, 2023

SELL
$106.24 - $110.25 $316,064 - $327,993
-2,975 Reduced 7.34%
37,550 $4.14 Million
Q4 2022

Feb 08, 2023

BUY
$104.91 - $110.18 $120,646 - $126,707
1,150 Added 2.92%
40,525 $4.31 Million
Q3 2022

Nov 03, 2022

BUY
$104.9 - $118.23 $107,522 - $121,185
1,025 Added 2.67%
39,375 $4.13 Million
Q2 2022

Aug 02, 2022

BUY
$113.44 - $123.09 $1.19 Million - $1.29 Million
10,500 Added 37.7%
38,350 $4.37 Million
Q1 2022

May 09, 2022

BUY
$122.95 - $129.16 $766,839 - $805,570
6,237 Added 28.86%
27,850 $3.42 Million
Q4 2021

Feb 04, 2022

BUY
$127.7 - $130.86 $242,630 - $248,634
1,900 Added 9.64%
21,613 $2.79 Million
Q3 2021

Oct 26, 2021

SELL
$127.3 - $130.61 $31,825 - $32,652
-250 Reduced 1.25%
19,713 $2.52 Million
Q2 2021

Aug 03, 2021

SELL
$125.2 - $128.01 $60,972 - $62,340
-487 Reduced 2.38%
19,963 $2.56 Million
Q1 2021

Apr 28, 2021

BUY
$124.29 - $128.12 $965,111 - $994,851
7,765 Added 61.21%
20,450 $2.57 Million
Q4 2020

Feb 03, 2021

BUY
$124.65 - $127.65 $287,941 - $294,871
2,310 Added 22.27%
12,685 $1.62 Million
Q3 2020

Oct 21, 2020

BUY
$123.08 - $127.1 $61,540 - $63,550
500 Added 5.06%
10,375 $1.31 Million
Q2 2020

Aug 03, 2020

SELL
$118.46 - $123.2 $59,230 - $61,600
-500 Reduced 4.82%
9,875 $1.22 Million
Q1 2020

Apr 28, 2020

SELL
$108.81 - $122.54 $24,482 - $27,571
-225 Reduced 2.12%
10,375 $1.22 Million
Q4 2019

Jan 30, 2020

BUY
$115.27 - $117.05 $123,915 - $125,828
1,075 Added 11.29%
10,600 $1.24 Million
Q3 2019

Oct 17, 2019

BUY
$114.63 - $118.1 $421,265 - $434,017
3,675 Added 62.82%
9,525 $1.11 Million
Q2 2019

Aug 06, 2019

BUY
$112.34 - $115.84 $2,808 - $2,896
25 Added 0.43%
5,850 $676,000
Q1 2019

May 10, 2019

SELL
$109.53 - $113.07 $1.04 Million - $1.07 Million
-9,500 Reduced 61.99%
5,825 $659,000
Q4 2018

Feb 08, 2019

BUY
$108.28 - $110.37 $1.66 Million - $1.69 Million
15,325 New
15,325 $1.68 Million

Others Institutions Holding TIP

About ISHARES TR TIPS BD ETF


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