Epic Trust Investment Advisors, LLC Ishares Tr Transaction History

Epic Trust Investment Advisors, LLC

  • $77.2 Million
  • Q1 2024

A detailed history of Epic Trust Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 7,157 shares of HYG stock, worth $550,588. This represents 0.72% of its overall portfolio holdings.

Number of Shares
7,157
Previous 9,223 22.4%
Holding current value
$550,588
Previous $713,000 22.02%
% of portfolio
0.72%
Previous 0.96%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
SELL
$76.57 - $77.9 $158,193 - $160,941
-2,066 Reduced 22.4%
7,157 $556,000
Q4 2023

Feb 05, 2024
BUY
$71.78 - $77.94 $8,828 - $9,586
123 Added 1.35%
9,223 $713,000
Q3 2023

Oct 16, 2023
SELL
$73.48 - $75.65 $185,243 - $190,713
-2,521 Reduced 21.69%
9,100 $670,000
Q2 2023

Jul 24, 2023
SELL
$73.57 - $75.42 $161,191 - $165,245
-2,191 Reduced 15.86%
11,621 $872,000
Q1 2023

May 09, 2023
SELL
$73.04 - $77.2 $219 - $231
-3 Reduced 0.02%
13,812 $1.04 Million
Q4 2022

Feb 14, 2023
SELL
$71.95 - $76.11 $528,760 - $559,332
-7,349 Reduced 34.72%
13,815 $1.02 Million
Q3 2022

Nov 07, 2022
BUY
$72.13 - $78.94 $481,107 - $526,529
6,670 Added 46.02%
21,164 $1.51 Million
Q2 2022

Aug 05, 2022
SELL
$73.1 - $82.57 $76,974 - $86,946
-1,053 Reduced 6.77%
14,494 $1.07 Million
Q1 2022

Apr 20, 2022
SELL
$79.97 - $86.97 $173,694 - $188,898
-2,172 Reduced 12.26%
15,547 $1.28 Million
Q4 2021

Jan 14, 2022
BUY
$85.37 - $87.5 $1.51 Million - $1.55 Million
17,719 New
17,719 $1.54 Million

Others Institutions Holding HYG

# of Institutions
1,063
Shares Held
239M
Call Options Held
115M
Put Options Held
366M
View Full List

About ISHARES TR

HYG Quotes by TradingView
  • Ticker HYG
  • Sector ETFs
  • Industry ETFs
More about HYG
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