Hfg Advisors, Inc. Ishares Tr Transaction History

Hfg Advisors, Inc.

$110 Million
Q4 2024

A detailed history of Hfg Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Hfg Advisors, Inc. holds 2,736 shares of IYM stock, worth $366,788. This represents 0.32% of its overall portfolio holdings.

Number of Shares

2,736

Previous 2,806 2.49%

Holding current value

$366,788

Previous $421,000 15.68%

% of portfolio

0.32%

Previous 0.39%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$129.15 - $153.25 $9,040 - $10,727	-70 Reduced 2.49%	2,736 $355,000
Q2 2024 Jul 12, 2024	SELL	$140.01 - $149.03 $21,981 - $23,397	-157 Reduced 5.3%	2,806 $392,000
Q1 2024 Apr 18, 2024	SELL	$130.2 - $147.73 $43,747 - $49,637	-336 Reduced 10.18%	2,963 $437,000
Q4 2022 Jan 17, 2023	SELL	$109.29 - $133.88 $21,858 - $26,776	-200 Reduced 5.72%	3,299 $0
Q3 2022 Oct 17, 2022	SELL	$106.58 - $130.61 $47,534 - $58,252	-446 Reduced 11.31%	3,499 $378,000
Q2 2022 Jul 15, 2022	BUY	$117.72 - $154.02 $39,436 - $51,596	335 Added 9.28%	3,945 $464,000
Q1 2022 Apr 20, 2022	BUY	$128.72 - $151.73 $173,257 - $204,228	1,346 Added 59.45%	3,610 $540,000
Q4 2021 Feb 14, 2022	BUY	$125.86 - $141.73 $284,947 - $320,876	2,264 New	2,264 $317,000

Others Institutions Holding IYM

# of Institutions

207

Shares Held

2.49M

Call Options Held

900

Put Options Held

200

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hfg Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Hfg Advisors, Inc. with notifications on news.

Account