Hillcrest Wealth Advisors Ny, LLC Ishares Barclays 0 5 Year Tips Transaction History

Hillcrest Wealth Advisors Ny, LLC

$229 Million
Q4 2025

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 53,720 shares of STIP stock, worth $5.53 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares

53,720

Previous 41,050 30.86%

Holding current value

$5.53 Million

Previous $4.24 Million 30.27%

% of portfolio

2.41%

Previous 1.91%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$102.72 - $103.6 $1.3 Million - $1.31 Million	12,670 Added 30.86%	53,720 $5.53 Million
Q3 2025 Oct 20, 2025	SELL	$102.4 - $103.88 $642,560 - $651,847	-6,275 Reduced 13.26%	41,050 $4.24 Million
Q2 2025 Jul 22, 2025	BUY	$102.02 - $103.5 $10,202 - $10,350	100 Added 0.21%	47,325 $4.87 Million
Q1 2025 Apr 22, 2025	SELL	$100.59 - $103.47 $885,192 - $910,536	-8,800 Reduced 15.71%	47,225 $4.89 Million
Q4 2024 Jan 21, 2025	SELL	$100.24 - $101.35 $5,012 - $5,067	-50 Reduced 0.09%	56,025 $5.64 Million

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

# of Institutions

855

Shares Held

79.8M

Call Options Held

5.6K

Put Options Held

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
Sector ETFs
Industry ETFs

More about STIP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hillcrest Wealth Advisors Ny, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hillcrest Wealth Advisors Ny, LLC with notifications on news.

Account

Hillcrest Wealth Advisors Ny, LLC Ishares Barclays 0 5 Year Tips Transaction History