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 $7.76 Million. This represents 3.98% of its overall portfolio holdings.

Number of Shares
96,551
Previous 91,134 5.94%
Holding current value
$7.76 Million
Previous $6.88 Million 6.09%
% of portfolio
3.98%
Previous 3.53%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR


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