A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 4,118 shares of HYG stock, worth $327,257. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,118
Holding current value
$327,257
% of portfolio
0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$76.72 - $80.36 $315,932 - $330,922
4,118 New
4,118 $330,000
Q2 2022

Aug 09, 2022

SELL
$73.1 - $82.57 $179,460 - $202,709
-2,455 Closed
0 $0
Q1 2022

May 09, 2022

SELL
$79.97 - $86.97 $610,251 - $663,668
-7,631 Reduced 75.66%
2,455 $202,000
Q4 2021

Feb 14, 2022

SELL
$85.37 - $87.5 $13,488 - $13,825
-158 Reduced 1.54%
10,086 $878,000
Q3 2021

Nov 15, 2021

BUY
$86.98 - $88.14 $18,787 - $19,038
216 Added 2.15%
10,244 $896,000
Q2 2021

Aug 13, 2021

BUY
$86.61 - $88.04 $625,930 - $636,265
7,227 Added 258.01%
10,028 $883,000
Q1 2021

May 17, 2021

BUY
$85.73 - $87.78 $22,204 - $22,735
259 Added 10.19%
2,801 $244,000
Q4 2020

Feb 16, 2021

BUY
$83.46 - $87.3 $212,155 - $221,916
2,542 New
2,542 $222,000
Q2 2020

Aug 14, 2020

SELL
$73.55 - $84.56 $651,726 - $749,286
-8,861 Closed
0 $0
Q1 2020

May 12, 2020

BUY
$68.63 - $88.43 $608,130 - $783,578
8,861 New
8,861 $683,000
Q1 2019

May 08, 2019

SELL
$80.99 - $86.47 $404 - $432
-5 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$79.63 - $86.3 $398 - $431
5 New
5 $0

Others Institutions Holding HYG

About ISHARES TR


  • Ticker HYG
  • Sector ETFs
  • Industry ETFs
More about HYG
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, 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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.