Beta Wealth Group, Inc. Ishares Tr Transaction History

Beta Wealth Group, Inc.

$187 Million
Q3 2025

A detailed history of Beta Wealth Group, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 31,661 shares of HYG stock, worth $2.54 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

31,661

Holding current value

$2.54 Million

% of portfolio

1.37%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 07, 2025	BUY	$79.85 - $81.32 $2.53 Million - $2.57 Million	31,661 New	31,661 $2.57 Million

Others Institutions Holding HYG

# of Institutions

1,190

Shares Held

270M

Call Options Held

79.1M

Put Options Held

492M

Morgan Stanley New York, NY

18.7M
Shares

$1.5 Billion
0.1% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

17.1M
Shares

$1.37 Billion
10.1% of portfolio
Black Rock Inc. New York, NY

14.5M
Shares

$1.16 Billion
0.03% of portfolio
British Columbia Investment Management Corp Victoria, A1

12.5M
Shares

$1 Billion
6.22% of portfolio
Bank Of America Corp Charlotte, NC

12.2M
Shares

$975 Million
0.07% of portfolio

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 Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.

Account

Beta Wealth Group, Inc. Ishares Tr Transaction History