Erts Wealth Advisors, LLC Ishares Tr Transaction History

Erts Wealth Advisors, LLC

  • $490 Million
  • Q1 2024

A detailed history of Erts Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 10,970 shares of HYG stock, worth $846,225. This represents 0.17% of its overall portfolio holdings.

Number of Shares
10,970
Previous 15,753 30.36%
Holding current value
$846,225
Previous $1.22 Million 30.11%
% of portfolio
0.17%
Previous 0.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$71.95 - $76.11 $372,701 - $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

# of Institutions
1,060
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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