A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Ishares Tr stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 3,475 shares of HYG stock, worth $272,961. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,475
Previous 4,125 15.76%
Holding current value
$272,961
Previous $318,000 12.26%
% of portfolio
0.14%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$76.72 - $80.36 $49,868 - $52,234
-650 Reduced 15.76%
3,475 $279,000
Q2 2024

Jul 18, 2024

BUY
$75.68 - $77.45 $312,180 - $319,481
4,125 New
4,125 $318,000
Q3 2023

Oct 17, 2023

BUY
$73.48 - $75.65 $529,056 - $544,680
7,200 New
7,200 $530,000
Q1 2023

May 08, 2023

SELL
$73.04 - $77.2 $45,650 - $48,250
-625 Reduced 15.63%
3,375 $254,000
Q4 2022

Feb 08, 2023

SELL
$71.24 - $76.11 $9,617 - $10,274
-135 Reduced 3.26%
4,000 $294,000
Q3 2022

Nov 03, 2022

BUY
$71.13 - $78.94 $294,122 - $326,416
4,135 New
4,135 $295,000

Others Institutions Holding HYG

About ISHARES TR


  • Ticker HYG
  • Sector ETFs
  • Industry ETFs
More about HYG
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