White Lighthouse Investment Management Inc. Ishares Tr Transaction History

White Lighthouse Investment Management Inc.

  • $558 Million
  • Q1 2025

A detailed history of White Lighthouse Investment Management Inc. transactions in Ishares Tr stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 4,251 shares of HYG stock, worth $339,229. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,251
Previous 4,073 4.37%
Holding current value
$339,229
Previous $320,000 4.69%
% of portfolio
0.06%
Previous 0.06%

Shares

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

May 12, 2025
BUY
$78.51 - $80.11 $13,974 - $14,259
178 Added 4.37%
4,251 $335,000
Q4 2024

Feb 04, 2025
BUY
$78.09 - $80.04 $85,430 - $87,563
1,094 Added 36.72%
4,073 $320,000
Q3 2024

Oct 30, 2024
BUY
$76.72 - $80.36 $228,548 - $239,392
2,979 New
2,979 $239,000
Q3 2020

Oct 15, 2020
SELL
$81.53 - $85.39 $355,715 - $372,556
-4,363 Closed
0 $0
Q2 2020

Jul 23, 2020
SELL
$73.55 - $84.56 $179,976 - $206,918
-2,447 Reduced 35.93%
4,363 $356,000
Q1 2020

Apr 07, 2020
BUY
$68.63 - $88.43 $71,375 - $91,967
1,040 Added 18.02%
6,810 $525,000
Q4 2019

Jan 24, 2020
BUY
$86.04 - $88.21 $103,161 - $105,763
1,199 Added 26.23%
5,770 $507,000
Q3 2019

Nov 13, 2019
BUY
$85.49 - $87.52 $57,791 - $59,163
676 Added 17.36%
4,571 $398,000
Q2 2019

Jul 31, 2019
BUY
$84.65 - $87.61 $329,711 - $341,240
3,895 New
3,895 $340,000

Others Institutions Holding HYG

# of Institutions
1,187
Shares Held
247M
Call Options Held
110M
Put Options Held
513M
View Full List

About ISHARES TR

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

Track White Lighthouse Investment Management Inc. Portfolio

Follow White Lighthouse Investment Management Inc. 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 White Lighthouse Investment Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on White Lighthouse Investment Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email