Portside Wealth Group, LLC Ishares Tr Transaction History

Portside Wealth Group, LLC

  • $604 Billion
  • Q1 2025

A detailed history of Portside Wealth Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Portside Wealth Group, LLC holds 6,114 shares of HYG stock, worth $481,783. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,114
Previous 7,916 22.76%
Holding current value
$481,783
Previous $636 Million 24.35%
% of portfolio
0.08%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$78.51 - $80.11 $141,475 - $144,358
-1,802 Reduced 22.76%
6,114 $481 Million
Q4 2024

Jan 15, 2025
SELL
$78.09 - $80.04 $6,950 - $7,123
-89 Reduced 1.11%
7,916 $636 Million
Q3 2024

Oct 31, 2024
BUY
$76.72 - $80.36 $54,778 - $57,377
714 Added 9.79%
8,005 $643 Million
Q2 2024

Jul 18, 2024
SELL
$75.68 - $77.45 $333,824 - $341,631
-4,411 Reduced 37.69%
7,291 $562 Million
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
1,161
Shares Held
219M
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
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