Lwm Advisory Services, LLC Ishares Tr Transaction History

Lwm Advisory Services, LLC

$153 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 02, 2023	BUY	$73.48 - $75.65 $43,941 - $45,238	598 New	598 $44,000

Others Institutions Holding HYG

# of Institutions

1,176

Shares Held

276M

Call Options Held

123M

Put Options Held

598M

Bank Of America Corp Charlotte, NC

18.5M
Shares

$1.49 Billion
0.11% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

17.3M
Shares

$1.39 Billion
9.22% of portfolio
Morgan Stanley New York, NY

16.8M
Shares

$1.35 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

14.5M
Shares

$1.16 Billion
0.03% of portfolio
Nuveen, LLC Charlotte, NC

12.3M
Shares

$986 Million
0.27% of portfolio

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

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