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

1,178

Shares Held

276M

Call Options Held

124M

Put Options Held

606M

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 Atlas Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atlas Financial Advisors, Inc. with notifications on news.

Account

Atlas Financial Advisors, Inc. Ishares Tr Transaction History