Hillcrest Wealth Advisors Ny, LLC Ishares Tr Transaction History

Hillcrest Wealth Advisors Ny, LLC

  • $210 Million
  • Q4 2024

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 4,950 shares of HYG stock, worth $394,614. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,950
Previous 3,475 42.45%
Holding current value
$394,614
Previous $279,000 39.43%
% of portfolio
0.18%
Previous 0.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$78.09 - $80.04 $115,182 - $118,059
1,475 Added 42.45%
4,950 $389,000
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

# of Institutions
1,090
Shares Held
234M
Call Options Held
97.7M
Put Options Held
334M
View Full List

About ISHARES TR

HYG Quotes by TradingView
  • Ticker HYG
  • Sector ETFs
  • Industry ETFs
More about HYG
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