Summit Financial Wealth Advisors, LLC Ishares Tr Transaction History

Summit Financial Wealth Advisors, LLC

  • $441 Million
  • Q1 2024

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 06, 2022
SELL
$79.97 - $86.97 $239,830 - $260,823
-2,999 Closed
0 $0
Q4 2021

Jan 12, 2022
SELL
$85.37 - $87.5 $426 - $437
-5 Reduced 0.17%
2,999 $260,000
Q3 2021

Nov 05, 2021
BUY
$86.98 - $88.14 $11,307 - $11,458
130 Added 4.52%
3,004 $263,000
Q2 2021

Aug 09, 2021
SELL
$86.61 - $88.04 $3,031 - $3,081
-35 Reduced 1.2%
2,874 $253,000
Q1 2021

Apr 23, 2021
SELL
$85.73 - $87.78 $46,637 - $47,752
-544 Reduced 15.75%
2,909 $254,000
Q4 2020

Jan 11, 2021
BUY
$83.46 - $87.3 $44,400 - $46,443
532 Added 18.21%
3,453 $290,000
Q3 2020

Nov 09, 2020
SELL
$81.53 - $85.39 $103,624 - $108,530
-1,271 Reduced 30.32%
2,921 $245,000
Q2 2020

Jul 16, 2020
BUY
$73.55 - $84.56 $809 - $930
11 Added 0.26%
4,192 $345,000
Q1 2020

Apr 29, 2020
BUY
$68.63 - $88.43 $121,680 - $156,786
1,773 Added 73.63%
4,181 $315,000
Q4 2019

Jan 28, 2020
SELL
$86.04 - $88.21 $172 - $176
-2 Reduced 0.08%
2,408 $210,000
Q3 2019

Nov 05, 2019
BUY
$85.49 - $87.52 $206,030 - $210,923
2,410 New
2,410 $209,000
Q4 2018

Feb 01, 2019
SELL
$79.63 - $86.3 $442,822 - $479,914
-5,561 Closed
0 $0
Q3 2018

Oct 22, 2018
BUY
$84.78 - $86.44 $39,761 - $40,540
469 Added 9.21%
5,561 $473,000
Q1 2018

Apr 09, 2018
BUY
$84.92 - $87.97 $432,412 - $447,943
5,092 New
5,092 $436,000
Q1 2018

Apr 06, 2018
SELL
$84.92 - $87.97 $366,684 - $379,854
-4,318 Closed
0 $0
Q4 2017

Feb 05, 2018
BUY
$86.68 - $88.69 $113,464 - $116,095
1,309 Added 43.5%
4,318 $377,000
Q3 2017

Nov 06, 2017
BUY
$87.79 - $88.76 $34,325 - $34,705
391 Added 14.94%
3,009 $267,000
Q2 2017

Aug 14, 2017
BUY
N/A
2,618
2,618 $231,000

Others Institutions Holding HYG

# of Institutions
1,064
Shares Held
239M
Call Options Held
115M
Put Options Held
366M
View Full List

About ISHARES TR

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