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 $7.7 Million. This represents 3.98% of its overall portfolio holdings.

Number of Shares

96,551

Previous 91,134 5.94%

Holding current value

$7.7 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

1,159

Shares Held

219M

Call Options Held

95.9M

Put Options Held

310M

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

More about HYG

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Aspireon Wealth Advisors Ishares Tr Transaction History