Goal Vest Advisory LLC Ishares Tr Transaction History

Goal Vest Advisory LLC

$352 Million
Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Ishares Tr stock. As of the latest transaction made, Goal Vest Advisory LLC holds 137 shares of HYG stock, worth $10,886. This represents 0.0% of its overall portfolio holdings.

Number of Shares

137

Holding current value

$10,886

% of portfolio

0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$78.09 - $80.04 $10,698 - $10,965	137 New	137 $10,000
Q4 2023 Jan 02, 2024	BUY	$71.78 - $77.94 $36,248 - $39,359	505 New	505 $39,000
Q2 2022 Jul 06, 2022	SELL	$73.1 - $82.57 $1,388 - $1,568	-19 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$79.97 - $86.97 $1,519 - $1,652	19 New	19 $2,000
Q1 2021 May 13, 2021	SELL	$85.73 - $87.78 $2,143 - $2,194	-25 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$83.46 - $87.3 $2,086 - $2,182	25 New	25 $2,000

Others Institutions Holding HYG

# of Institutions

1,079

Shares Held

235M

Call Options Held

97.2M

Put Options Held

331M

Clark Capital Management Group, Inc. Philadelphia, PA

24.5M
Shares

$1.95 Billion
13.78% of portfolio
Bank Of America Corp Charlotte, NC

15.1M
Shares

$1.2 Billion
0.1% of portfolio
Black Rock Inc. New York, NY

14.5M
Shares

$1.15 Billion
0.03% of portfolio
Morgan Stanley New York, NY

12.9M
Shares

$1.02 Billion
0.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

10.4M
Shares

$826 Million
11.03% of portfolio

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

More about HYG

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