Moss Adams Wealth Advisors LLC Ishares Tr Transaction History

Moss Adams Wealth Advisors LLC

$950 Billion
Q1 2025

A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 12,661 shares of HYG stock, worth $1.01 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

12,661

Previous 10,931 15.83%

Holding current value

$1.01 Million

Previous $860 Million 16.18%

% of portfolio

0.11%

Previous 0.09%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$78.51 - $80.11 $135,822 - $138,590	1,730 Added 15.83%	12,661 $999 Million
Q4 2024 Jan 15, 2025	BUY	$78.09 - $80.04 $119,009 - $121,980	1,524 Added 16.2%	10,931 $860 Million
Q3 2024 Oct 17, 2024	BUY	$76.72 - $80.36 $29,230 - $30,617	381 Added 4.22%	9,407 $755 Million
Q2 2024 Jul 23, 2024	SELL	$75.68 - $77.45 $961,665 - $984,157	-12,707 Reduced 58.47%	9,026 $696 Million
Q1 2024 May 07, 2024	SELL	$76.57 - $77.9 $1.1 Million - $1.11 Million	-14,301 Reduced 39.69%	21,733 $1.69 Billion
Q4 2023 Feb 06, 2024	BUY	$71.78 - $77.94 $2.46 Million - $2.67 Million	34,296 Added 1973.3%	36,034 $2.79 Billion
Q3 2023 Dec 20, 2023	SELL	$73.48 - $75.65 $241,381 - $248,510	-3,285 Reduced 65.4%	1,738 $128 Million
Q2 2023 Dec 20, 2023	BUY	$73.57 - $75.42 $323,119 - $331,244	4,392 Added 696.04%	5,023 $377 Million
Q1 2023 Dec 20, 2023	SELL	$73.04 - $77.2 $1.44 Million - $1.52 Million	-19,669 Reduced 96.89%	631 $47.7 Million
Q4 2022 Dec 20, 2023	BUY	$71.24 - $76.11 $1.45 Million - $1.55 Million	20,300 New	20,300 $1.49 Billion

Others Institutions Holding HYG

# of Institutions

1,187

Shares Held

247M

Call Options Held

110M

Put Options Held

513M

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

More about HYG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Moss Adams Wealth Advisors LLC with notifications on news.

Account

Moss Adams Wealth Advisors LLC Ishares Tr Transaction History