A detailed history of Erts Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 9,581 shares of HYG stock, worth $761,689. This represents 0.14% of its overall portfolio holdings.

Number of Shares
9,581
Previous 9,581 -0.0%
Holding current value
$761,689
Previous $739,000 4.06%
% of portfolio
0.14%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$75.68 - $77.45 $105,119 - $107,578
-1,389 Reduced 12.66%
9,581 $739,000
Q1 2024

Apr 23, 2024

SELL
$76.57 - $77.9 $366,234 - $372,595
-4,783 Reduced 30.36%
10,970 $852,000
Q4 2023

Jan 23, 2024

BUY
$71.78 - $77.94 $1.13 Million - $1.23 Million
15,753 New
15,753 $1.22 Million
Q4 2022

Jan 27, 2023

BUY
$71.24 - $76.11 $369,023 - $394,249
5,180 New
5,180 $381,000
Q4 2018

Feb 14, 2019

BUY
$79.63 - $86.3 $1.32 Million - $1.43 Million
16,560 New
16,560 $1.34 Million

Others Institutions Holding HYG

About ISHARES TR


  • Ticker HYG
  • Sector ETFs
  • Industry ETFs
More about HYG
Track This Portfolio

Track Erts Wealth Advisors, LLC Portfolio

Follow Erts Wealth Advisors, LLC 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 Erts Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Erts Wealth Advisors, LLC with notifications on news.