Atlas Financial Advisors, Inc. Ishares Tr Transaction History

Atlas Financial Advisors, Inc.

$57.6 Million
Q4 2024

A detailed history of Atlas Financial Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Atlas Financial Advisors, Inc. holds 146,053 shares of HYG stock, worth $11.7 Million. This represents 19.94% of its overall portfolio holdings.

Number of Shares

146,053

Previous 77,113 89.4%

Holding current value

$11.7 Million

Previous $6.19 Million 85.51%

% of portfolio

19.94%

Previous 10.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Apr 16, 2025	BUY	$78.09 - $80.04 $5.38 Million - $5.52 Million	68,940 Added 89.4%	146,053 $11.5 Million
Q3 2024 Oct 28, 2024	SELL	$76.72 - $80.36 $1.27 Million - $1.33 Million	-16,518 Reduced 17.64%	77,113 $6.19 Million
Q2 2024 Aug 05, 2024	SELL	$75.68 - $77.45 $4.76 Million - $4.88 Million	-62,958 Reduced 40.21%	93,631 $7.22 Million
Q1 2024 May 13, 2024	BUY	$76.57 - $77.9 $5.93 Million - $6.04 Million	77,480 Added 97.94%	156,589 $12.2 Million
Q4 2023 Feb 12, 2024	BUY	$71.78 - $77.94 $5.68 Million - $6.17 Million	79,109 New	79,109 $6.12 Million
Q2 2023 Jul 17, 2023	BUY	$73.57 - $75.42 $64,815 - $66,445	881 Added 33.02%	3,549 $266,000
Q1 2023 Apr 25, 2023	SELL	$73.04 - $77.2 $6.44 Million - $6.81 Million	-88,158 Reduced 97.06%	2,668 $201,000
Q4 2022 Jan 24, 2023	BUY	$71.24 - $76.11 $6.47 Million - $6.91 Million	90,826 New	90,826 $0

Others Institutions Holding HYG

# of Institutions

1,185

Shares Held

267M

Call Options Held

112M

Put Options Held

522M

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

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Atlas Financial Advisors, Inc. Ishares Tr Transaction History