Hillcrest Wealth Advisors - NY, LLC TIP Holdings History
Hillcrest Wealth Advisors - NY, LLC's iShares TIPS Bond ETF Holding Summary
As of 2025-03-31, Hillcrest Wealth Advisors - NY, LLC held 55,210.00 shares of iShares TIPS Bond ETF(TIP), totaling $6.13 Mil. This investment constitutes 3.04% of their stock portfolio, and Hillcrest Wealth Advisors - NY, LLC now holds 0.04% of the outstanding iShares TIPS Bond ETF(TIP) stock.
The initial trade took place in 2018Q4. And since then Hillcrest Wealth Advisors - NY, LLC has made 16 purchases of TIP, at an average price of $111.07, for a total of 121,872.00 shares. In addition, there have been 9 sales at an average price of $107.51 for 66,662.00 shares. Based on historical transaction data and TIP's current price of $109.70, Hillcrest Wealth Advisors - NY, LLC's estimated gain on his TIP holdings is $-312,713.51, reflecting a -2.31% gain to date.
Hillcrest Wealth Advisors - NY, LLC TIP ($109.70) Holding Chart
Hillcrest Wealth Advisors - NY, LLC TIP ($109.70) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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