Kcs Wealth Advisory Ishares Tr Transaction History

Kcs Wealth Advisory

$224 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 04, 2018	SELL	$84.92 - $87.97 $230,897 - $239,190	-2,719 Closed	0 $0
Q4 2017 Jan 12, 2018	BUY	$86.68 - $88.69 $235,682 - $241,148	2,719	2,719 $237,000

Others Institutions Holding HYG

# of Institutions

1,079

Shares Held

235M

Call Options Held

97.2M

Put Options Held

326M

Clark Capital Management Group, Inc. Philadelphia, PA

24.5M
Shares

$1.92 Billion
13.78% of portfolio
Bank Of America Corp Charlotte, NC

15.1M
Shares

$1.18 Billion
0.1% of portfolio
Black Rock Inc. New York, NY

14.5M
Shares

$1.14 Billion
0.03% of portfolio
Morgan Stanley New York, NY

12.9M
Shares

$1.01 Billion
0.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

10.4M
Shares

$816 Million
11.03% of portfolio

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

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