Signify Wealth Ishares Tr Transaction History

Signify Wealth

$57.2 Million
Q1 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 12, 2024	SELL	$71.78 - $77.94 $716,579 - $778,075	-9,983 Reduced 71.74%	3,932 $304,000
Q3 2023 Oct 11, 2023	SELL	$73.48 - $75.65 $2.67 Million - $2.75 Million	-36,365 Reduced 72.32%	13,915 $1.03 Million
Q2 2023 Jul 17, 2023	SELL	$73.57 - $75.42 $196,579 - $201,522	-2,672 Reduced 5.05%	50,280 $3.77 Million
Q1 2023 Apr 20, 2023	SELL	$73.04 - $77.2 $7,230 - $7,642	-99 Reduced 0.19%	52,952 $4 Million
Q4 2022 Jan 18, 2023	SELL	$71.95 - $76.11 $355,504 - $376,059	-4,941 Reduced 8.52%	53,051 $0

Q3 2022 Oct 12, 2022	BUY	$72.13 - $78.94 $4.18 Million - $4.58 Million	57,992 New	57,992 $4.14 Million

Others Institutions Holding HYG

# of Institutions

1,065

Shares Held

239M

Call Options Held

115M

Put Options Held

366M

Clark Capital Management Group, Inc. Philadelphia, PA

26.9M
Shares

$2.09 Billion
15.96% of portfolio
Black Rock Inc. New York, NY

15.5M
Shares

$1.2 Billion
0.03% of portfolio
Morgan Stanley New York, NY

13.7M
Shares

$1.06 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

10.9M
Shares

$848 Million
0.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

10.4M
Shares

$805 Million
10.03% of portfolio

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

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