Concord Wealth Partners Ishares Tr Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Concord Wealth Partners holds 1,727 shares of HYG stock, worth $136,087. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,727
Previous 1,694 1.95%
Holding current value
$136,087
Previous $136,000 0.74%
% of portfolio
0.02%
Previous 0.02%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$78.09 - $80.04 $2,576 - $2,641
33 Added 1.95%
1,727 $135,000
Q3 2024

Oct 24, 2024
BUY
$76.72 - $80.36 $1,994 - $2,089
26 Added 1.56%
1,694 $136,000
Q2 2024

Jul 31, 2024
BUY
$75.68 - $77.45 $1,892 - $1,936
25 Added 1.52%
1,668 $128,000
Q1 2024

Apr 30, 2024
BUY
$76.57 - $77.9 $1,301 - $1,324
17 Added 1.05%
1,643 $127,000
Q4 2023

Apr 30, 2024
BUY
$71.78 - $77.94 $2,296 - $2,494
32 Added 2.01%
1,626 $125,000
Q4 2023

Feb 05, 2024
BUY
$71.78 - $77.94 $2,296 - $2,494
32 Added 2.01%
1,626 $125,000
Q3 2023

Apr 30, 2024
SELL
$73.48 - $75.65 $2,351 - $2,420
-32 Reduced 1.97%
1,594 $117,000
Q3 2023

Oct 25, 2023
BUY
$73.48 - $75.65 $1,763 - $1,815
24 Added 1.53%
1,594 $117,000
Q2 2023

Aug 07, 2023
BUY
$73.57 - $75.42 $1,544 - $1,583
21 Added 1.36%
1,570 $117,000
Q1 2023

Apr 26, 2023
SELL
$73.04 - $77.2 $41,340 - $43,695
-566 Reduced 26.76%
1,549 $117,000
Q4 2022

Jan 27, 2023
BUY
$71.24 - $76.11 $150,672 - $160,972
2,115 New
2,115 $155,000
Q2 2022

Aug 04, 2022
BUY
$73.1 - $82.57 $1,608 - $1,816
22 Added 1.19%
1,868 $138,000
Q1 2022

Apr 20, 2022
BUY
$79.97 - $86.97 $879 - $956
11 Added 0.6%
1,846 $152,000
Q4 2021

Jan 21, 2022
BUY
$85.37 - $87.5 $155,970 - $159,862
1,827 Added 22837.5%
1,835 $160,000
Q3 2021

Nov 09, 2021
SELL
$86.98 - $88.14 $11,220 - $11,370
-129 Reduced 94.16%
8 $1,000
Q2 2021

Jul 29, 2021
SELL
$86.61 - $88.04 $31,092 - $31,606
-359 Reduced 72.38%
137 $12,000
Q1 2021

May 13, 2021
SELL
$85.73 - $87.78 $103,647 - $106,126
-1,209 Reduced 70.91%
496 $43,000
Q4 2020

Feb 16, 2021
BUY
$83.46 - $87.3 $142,299 - $148,846
1,705 New
1,705 $149,000

Others Institutions Holding HYG

# of Institutions
1,160
Shares Held
219M
Call Options Held
95.9M
Put Options Held
310M
View Full List

About ISHARES TR

HYG Quotes by TradingView
  • Ticker HYG
  • Sector ETFs
  • Industry ETFs
More about HYG
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email