White Lighthouse Investment Management Inc. Ishares Tr Transaction History

White Lighthouse Investment Management Inc.

$613 Million
Q2 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 4,068 shares of HYG stock, worth $328,857. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,068

Previous 4,251 4.3%

Holding current value

$328,857

Previous $335,000 2.09%

% of portfolio

0.05%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$75.75 - $80.65 $13,862 - $14,758	-183 Reduced 4.3%	4,068 $328,000
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

1,184

Shares Held

259M

Call Options Held

88.4M

Put Options Held

487M

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

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White Lighthouse Investment Management Inc. Ishares Tr Transaction History