Fiduciary Alliance LLC Ishares Tr Transaction History

Fiduciary Alliance LLC

$567 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 18, 2023	BUY	$73.57 - $75.42 $60,842 - $62,372	827 New	827 $62.1 Million
Q4 2022 Jan 19, 2023	BUY	$71.95 - $76.11 $25,326 - $26,790	352 New	352 $26 Million

Others Institutions Holding HYG

# of Institutions

1,064

Shares Held

239M

Call Options Held

115M

Put Options Held

366M

Clark Capital Management Group, Inc. Philadelphia, PA

26.9M
Shares

$2.09 Billion
15.96% of portfolio
Black Rock Inc. New York, NY

15.5M
Shares

$1.2 Billion
0.03% of portfolio
Morgan Stanley New York, NY

13.7M
Shares

$1.06 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

10.9M
Shares

$847 Million
0.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

10.4M
Shares

$805 Million
10.03% of portfolio

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

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