Core Wealth Advisors, Inc. Ishares Tr Transaction History

Core Wealth Advisors, Inc.

$293 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$73.1 - $82.57 $12,792 - $14,449	-175 Closed	0 $0
Q2 2021 Aug 03, 2021	BUY	$86.61 - $88.04 $15,156 - $15,407	175 New	175 $15,000

Others Institutions Holding HYG

# of Institutions

1,063

Shares Held

239M

Call Options Held

115M

Put Options Held

366M

Clark Capital Management Group, Inc. Philadelphia, PA

26.9M
Shares

$2.07 Billion
15.96% of portfolio
Black Rock Inc. New York, NY

15.5M
Shares

$1.19 Billion
0.03% of portfolio
Morgan Stanley New York, NY

13.7M
Shares

$1.05 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

10.9M
Shares

$842 Million
0.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

10.4M
Shares

$799 Million
10.03% of portfolio

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

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