Heartwood Wealth Advisors LLC Ishares Tr Tips Bd ETF Transaction History

Heartwood Wealth Advisors LLC

$830 Million
Q1 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 152,428 shares of TIP stock, worth $16.6 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares

152,428

Previous 144,378 5.58%

Holding current value

$16.6 Million

Previous $15.4 Million 10.08%

% of portfolio

2.04%

Previous 1.75%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,147

Shares Held

118M

Call Options Held

17.7M

Put Options Held

17.1M

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