Aevitas Wealth Management, Inc. Ishares Tr Transaction History

Aevitas Wealth Management, Inc.

$169 Million
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 14, 2019	SELL	$79.63 - $86.3 $53,750 - $58,252	-675 Closed	0 $0
Q2 2018 Aug 10, 2018	BUY	$84.96 - $86.46 $57,347 - $58,360	675 New	675 $57,000

Others Institutions Holding HYG

# of Institutions

1,076

Shares Held

237M

Call Options Held

97.2M

Put Options Held

326M

Clark Capital Management Group, Inc. Philadelphia, PA

24.5M
Shares

$1.95 Billion
13.78% of portfolio
Bank Of America Corp Charlotte, NC

15.1M
Shares

$1.2 Billion
0.1% of portfolio
Black Rock Inc. New York, NY

14.5M
Shares

$1.15 Billion
0.03% of portfolio
Morgan Stanley New York, NY

12.9M
Shares

$1.02 Billion
0.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

10.4M
Shares

$826 Million
11.03% of portfolio

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aevitas Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Aevitas Wealth Management, Inc. with notifications on news.