Bergan Kdv Wealth Management, LLC Ishares Tr Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 27, 2023
BUY
$73.04 - $77.2 $24,030 - $25,398
329 New
329 $24,000
Q4 2021

Jan 28, 2022
SELL
$85.37 - $87.5 $5,378 - $5,512
-63 Reduced 50.0%
63 $5,000
Q2 2021

Aug 10, 2021
SELL
$86.61 - $88.04 $62,965 - $64,005
-727 Reduced 85.23%
126 $11,000
Q1 2021

May 11, 2021
SELL
$85.73 - $87.78 $3.1 Million - $3.18 Million
-36,188 Reduced 97.7%
853 $74,000
Q4 2020

Feb 04, 2021
BUY
$83.46 - $87.3 $20,030 - $20,952
240 Added 0.65%
37,041 $3.23 Million
Q3 2020

Nov 05, 2020
BUY
$81.53 - $85.39 $241,328 - $252,754
2,960 Added 8.75%
36,801 $3.09 Million
Q2 2020

Aug 13, 2020
BUY
$73.55 - $84.56 $518,601 - $596,232
7,051 Added 26.32%
33,841 $2.76 Million
Q1 2020

Apr 24, 2020
SELL
$68.63 - $88.43 $157,505 - $202,946
-2,295 Reduced 7.89%
26,790 $2.07 Million
Q4 2019

Feb 10, 2020
SELL
$86.04 - $88.21 $194,536 - $199,442
-2,261 Reduced 7.21%
29,085 $2.56 Million
Q3 2019

Nov 08, 2019
SELL
$85.49 - $87.52 $35,820 - $36,670
-419 Reduced 1.32%
31,346 $2.73 Million
Q2 2019

Aug 12, 2019
SELL
$84.65 - $87.61 $404,457 - $418,600
-4,778 Reduced 13.08%
31,765 $2.77 Million
Q1 2019

May 09, 2019
BUY
$80.99 - $86.47 $167,811 - $179,165
2,072 Added 6.01%
36,543 $3.16 Million
Q4 2018

Feb 01, 2019
BUY
$79.63 - $86.3 $69,835 - $75,685
877 Added 2.61%
34,471 $2.8 Million
Q3 2018

Nov 09, 2018
BUY
$84.78 - $86.44 $151,501 - $154,468
1,787 Added 5.62%
33,594 $2.9 Million
Q2 2018

Jul 23, 2018
BUY
$84.96 - $86.46 $92,606 - $94,241
1,090 Added 3.55%
31,807 $2.71 Million
Q1 2018

May 03, 2018
BUY
$84.92 - $87.97 $146,317 - $151,572
1,723 Added 5.94%
30,717 $2.63 Million
Q4 2017

Jan 16, 2018
BUY
$86.68 - $88.69 $428,285 - $438,217
4,941 Added 20.54%
28,994 $2.53 Million
Q3 2017

Oct 18, 2017
BUY
$87.79 - $88.76 $2.11 Million - $2.13 Million
24,053
24,053 $2.14 Million

Others Institutions Holding HYG

# of Institutions
1,063
Shares Held
224M
Call Options Held
105M
Put Options Held
268M
View Full List

About ISHARES TR

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