Nfp Retirement, Inc. Ishares Tr Transaction History

Nfp Retirement, Inc.

$1.27 Trillion
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Feb 13, 2025	SELL	$76.72 - $80.36 $258,776 - $271,054	-3,373 Closed	0 $0
Q2 2024 Feb 13, 2025	BUY	$75.68 - $77.45 $3,632 - $3,717	48 Added 1.44%	3,373 $260 Million
Q1 2024 Feb 13, 2025	BUY	$76.57 - $77.9 $2,603 - $2,648	34 Added 1.03%	3,325 $258 Million
Q4 2023 Feb 13, 2025	BUY	$71.78 - $77.94 $2,225 - $2,416	31 Added 0.95%	3,291 $255 Million
Q2 2023 Feb 13, 2025	BUY	$73.57 - $75.42 $1,324 - $1,357	18 Added 0.56%	3,260 $245 Million
Q1 2023 Feb 13, 2025	SELL	$73.04 - $77.2 $43,970 - $46,474	-602 Reduced 15.66%	3,242 $245 Million
Q4 2022 Feb 13, 2025	BUY	$71.24 - $76.11 $1,638 - $1,750	23 Added 0.6%	3,844 $283 Million
Q3 2022 Feb 13, 2025	SELL	$71.13 - $78.94 $7,824 - $8,683	-110 Reduced 2.8%	3,821 $273 Million
Q2 2022 Feb 13, 2025	BUY	$73.1 - $82.57 $2,266 - $2,559	31 Added 0.79%	3,931 $289 Million
Q1 2022 Feb 13, 2025	BUY	$79.97 - $86.97 $311,883 - $339,183	3,900 New	3,900 $321 Million

Others Institutions Holding HYG

# of Institutions

1,160

Shares Held

224M

Call Options Held

95.6M

Put Options Held

320M

Clark Capital Management Group, Inc. Philadelphia, PA

22.7M
Shares

$1.81 Billion
12.94% of portfolio
Black Rock Inc. New York, NY

14.5M
Shares

$1.15 Billion
0.03% of portfolio
Morgan Stanley New York, NY

11M
Shares

$872 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

10.6M
Shares

$842 Million
0.14% of portfolio
Japan Science & Technology Agency Tokyo, M0

10.4M
Shares

$828 Million
13.99% of portfolio

About ISHARES TR

Ticker HYG
Sector ETFs
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