Aspireon Wealth Advisors Ishares Tr Transaction History

Aspireon Wealth Advisors

$183 Million
Q1 2023

A detailed history of Aspireon Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Aspireon Wealth Advisors holds 96,551 shares of HYG stock, worth $7.75 Million. This represents 3.98% of its overall portfolio holdings.

Number of Shares

96,551

Previous 91,134 5.94%

Holding current value

$7.75 Million

Previous $6.88 Million 6.09%

% of portfolio

3.98%

Previous 3.53%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 22, 2023	BUY	$73.04 - $77.2 $395,657 - $418,192	5,417 Added 5.94%	96,551 $7.29 Million
Q4 2022 Feb 08, 2023	BUY	$71.24 - $76.11 $5.97 Million - $6.38 Million	83,767 Added 1137.06%	91,134 $6.88 Million
Q3 2022 Nov 18, 2022	BUY	$71.13 - $78.94 $524,014 - $581,550	7,367 New	7,367 $526,000
Q2 2022 Jul 29, 2022	SELL	$73.1 - $82.57 $228,802 - $258,444	-3,130 Reduced 20.04%	12,485 $919,000
Q1 2022 May 11, 2022	SELL	$79.97 - $86.97 $313,962 - $341,444	-3,926 Reduced 20.09%	15,615 $1.29 Million

Q4 2021 Feb 15, 2022	BUY	$85.37 - $87.5 $1.67 Million - $1.71 Million	19,541 New	19,541 $1.7 Million
Q1 2021 Apr 19, 2021	SELL	$85.73 - $87.78 $257,190 - $263,340	-3,000 Closed	0 $0
Q4 2020 Feb 23, 2021	BUY	$83.46 - $87.3 $250,379 - $261,900	3,000 New	3,000 $253,000

Others Institutions Holding HYG

# of Institutions

1,178

Shares Held

277M

Call Options Held

124M

Put Options Held

605M

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 Aspireon Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Aspireon Wealth Advisors with notifications on news.

Account

Aspireon Wealth Advisors Ishares Tr Transaction History