Ima Wealth, Inc. Ishares Tr Transaction History

Ima Wealth, Inc.

$211 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 09, 2019	SELL	$80.99 - $86.47 $242 - $259	-3 Closed	0 $0
Q3 2018 Oct 18, 2018	SELL	$84.78 - $86.44 $678 - $691	-8 Reduced 72.73%	3 $0
Q2 2018 Aug 01, 2018	BUY	$84.96 - $86.46 $934 - $951	11 New	11 $1,000

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ima Wealth, Inc. with notifications on news.