Portside Wealth Group, LLC Ishares Tr Transaction History

Portside Wealth Group, LLC

  • $541 Billion
  • Q1 2024

A detailed history of Portside Wealth Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Portside Wealth Group, LLC holds 11,702 shares of HYG stock, worth $900,234. This represents 0.17% of its overall portfolio holdings.

Number of Shares
11,702
Previous 20,337 42.46%
Holding current value
$900,234
Previous $1.57 Billion 42.2%
% of portfolio
0.17%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
SELL
$76.57 - $77.9 $661,181 - $672,666
-8,635 Reduced 42.46%
11,702 $910 Million
Q4 2023

Jan 16, 2024
SELL
$71.78 - $77.94 $401,250 - $435,684
-5,590 Reduced 21.56%
20,337 $1.57 Billion
Q3 2023

Oct 27, 2023
SELL
$73.48 - $75.65 $87,294 - $89,872
-1,188 Reduced 4.38%
25,927 $1.91 Billion
Q2 2023

Sep 01, 2023
SELL
$73.57 - $75.42 $78.3 Million - $80.2 Million
-1,063,845 Reduced 97.51%
27,115 $2.04 Billion
Q2 2023

Aug 01, 2023
BUY
$73.57 - $75.42 $80.3 Million - $82.3 Million
1,090,960 New
1,090,960 $81.9 Million

Others Institutions Holding HYG

# of Institutions
1,063
Shares Held
239M
Call Options Held
115M
Put Options Held
366M
View Full List

About ISHARES TR

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

Track Portside Wealth Group, LLC Portfolio

Follow Portside Wealth Group, LLC 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 Portside Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Portside Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email