Lorne Steinberg Wealth Management Inc. Ishares Tr Transaction History

Lorne Steinberg Wealth Management Inc.

  • $322 Million
  • Q4 2024

A detailed history of Lorne Steinberg Wealth Management Inc. transactions in Ishares Tr stock. As of the latest transaction made, Lorne Steinberg Wealth Management Inc. holds 27,573 shares of HYG stock, worth $2.18 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
27,573
Previous 26,308 4.81%
Holding current value
$2.18 Million
Previous $2.11 Million 2.65%
% of portfolio
0.67%
Previous 0.65%

Shares

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

Jan 31, 2025
BUY
$78.09 - $80.04 $98,783 - $101,250
1,265 Added 4.81%
27,573 $2.17 Million
Q3 2024

Oct 24, 2024
SELL
$76.72 - $80.36 $18,796 - $19,688
-245 Reduced 0.92%
26,308 $2.11 Million
Q2 2024

Jul 18, 2024
BUY
$75.68 - $77.45 $598,628 - $612,629
7,910 Added 42.43%
26,553 $2.05 Million
Q1 2024

May 02, 2024
SELL
$76.57 - $77.9 $163,553 - $166,394
-2,136 Reduced 10.28%
18,643 $1.45 Million
Q4 2023

Feb 01, 2024
SELL
$71.78 - $77.94 $747,229 - $811,355
-10,410 Reduced 33.38%
20,779 $1.61 Million
Q3 2023

Oct 31, 2023
BUY
$73.48 - $75.65 $39,605 - $40,775
539 Added 1.76%
31,189 $2.3 Million
Q2 2023

Jul 14, 2023
BUY
$73.57 - $75.42 $2.25 Million - $2.31 Million
30,650 New
30,650 $2.3 Million
Q4 2022

Feb 10, 2023
BUY
$71.24 - $76.11 $32,057 - $34,249
450 Added 1.4%
32,574 $2.4 Million
Q3 2022

Nov 09, 2022
BUY
$71.13 - $78.94 $2.28 Million - $2.54 Million
32,124 New
32,124 $2.29 Million
Q2 2021

Jul 20, 2021
SELL
$86.61 - $88.04 $1.58 Million - $1.61 Million
-18,236 Closed
0 $0
Q1 2021

May 03, 2021
BUY
$85.73 - $87.78 $1.56 Million - $1.6 Million
18,236 New
18,236 $1.59 Million

Others Institutions Holding HYG

# of Institutions
1,162
Shares Held
220M
Call Options Held
95.9M
Put Options Held
310M
View Full List

About ISHARES TR

HYG Quotes by TradingView
  • Ticker HYG
  • Sector ETFs
  • Industry ETFs
More about HYG
Track This Portfolio

Track Lorne Steinberg Wealth Management Inc. Portfolio

Follow Lorne Steinberg Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Lorne Steinberg Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email