A detailed history of Archetype Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Archetype Wealth Partners holds 12,293 shares of HYG stock, worth $981,350. This represents 0.15% of its overall portfolio holdings.

Number of Shares
12,293
Previous 12,178 0.94%
Holding current value
$981,350
Previous $947,000 0.11%
% of portfolio
0.15%
Previous 0.16%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

BUY
$75.68 - $77.45 $8,703 - $8,906
115 Added 0.94%
12,293 $948,000
Q1 2024

May 14, 2024

BUY
$76.57 - $77.9 $304,825 - $310,119
3,981 Added 48.57%
12,178 $947,000
Q4 2023

Feb 14, 2024

SELL
$71.78 - $77.94 $5,455 - $5,923
-76 Reduced 0.92%
8,197 $634,000
Q3 2023

Nov 13, 2023

SELL
$73.48 - $75.65 $1,983 - $2,042
-27 Reduced 0.33%
8,273 $610,000
Q2 2023

Aug 14, 2023

SELL
$73.57 - $75.42 $246,827 - $253,034
-3,355 Reduced 28.79%
8,300 $623,000
Q1 2023

May 10, 2023

SELL
$73.04 - $77.2 $158,350 - $167,369
-2,168 Reduced 15.68%
11,655 $881,000
Q4 2022

Feb 14, 2023

BUY
$71.24 - $76.11 $984,750 - $1.05 Million
13,823 New
13,823 $1.02 Million
Q2 2022

Aug 15, 2022

SELL
$73.1 - $82.57 $237,574 - $268,352
-3,250 Closed
0 $0
Q1 2022

May 12, 2022

BUY
$79.97 - $86.97 $259,902 - $282,652
3,250 New
3,250 $267,000

Others Institutions Holding HYG

About ISHARES TR


  • Ticker HYG
  • Sector ETFs
  • Industry ETFs
More about HYG
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