Heartwood Wealth Advisors LLC Ishares Tr Tips Bd ETF Transaction History

Heartwood Wealth Advisors LLC

$1.02 Billion
Q4 2025

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 159,331 shares of TIP stock, worth $17.6 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares

159,331

Previous 156,106 2.07%

Holding current value

$17.6 Million

Previous $17.4 Million 1.63%

% of portfolio

1.73%

Previous 1.7%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$110.58 - $112.2 $356,620 - $361,845	3,225 Added 2.07%	159,331 $17.6 Million
Q3 2025 Oct 06, 2025	BUY	$109.11 - $111.88 $315,982 - $324,004	2,896 Added 1.89%	156,106 $17.4 Million
Q2 2025 Jul 08, 2025	BUY	$107.93 - $110.97 $84,401 - $86,778	782 Added 0.51%	153,210 $16.9 Million
Q1 2025 Apr 21, 2025	BUY	$106.22 - $111.09 $855,071 - $894,274	8,050 Added 5.58%	152,428 $16.9 Million
Q4 2024 Jan 10, 2025	BUY	$106.33 - $110.69 $27,220 - $28,336	256 Added 0.18%	144,378 $15.4 Million

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

1,140

Shares Held

125M

Call Options Held

16.8M

Put Options Held

16.9M

View Full List

About ISHARES TR TIPS BD ETF

Ticker TIP
Sector ETFs
Industry ETFs

More about TIP

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Heartwood Wealth Advisors LLC Ishares Tr Tips Bd ETF Transaction History