Accurate Wealth Management, LLC Ishares Tr Transaction History

Accurate Wealth Management, LLC

  • $688 Million
  • Q4 2025

A detailed history of Accurate Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 7,983 shares of HYG stock, worth $640,396. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,983
Previous 7,160 11.49%
Holding current value
$640,396
Previous $581,000 10.15%
% of portfolio
0.09%
Previous 0.09%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
BUY
$79.95 - $81.28 $65,798 - $66,893
823 Added 11.49%
7,983 $640,000
Q3 2025

Oct 20, 2025
BUY
$79.85 - $81.32 $46,472 - $47,328
582 Added 8.85%
7,160 $581,000
Q2 2025

Jul 15, 2025
BUY
$75.75 - $80.65 $60,297 - $64,197
796 Added 13.77%
6,578 $530,000
Q1 2025

Apr 14, 2025
SELL
$78.51 - $80.11 $433,061 - $441,886
-5,516 Reduced 48.82%
5,782 $455,000
Q4 2024

Jan 14, 2025
SELL
$78.09 - $80.04 $12,650 - $12,966
-162 Reduced 1.41%
11,298 $888,000
Q3 2024

Oct 17, 2024
SELL
$76.72 - $80.36 $55,161 - $57,778
-719 Reduced 5.9%
11,460 $920,000
Q2 2024

Jul 17, 2024
SELL
$75.68 - $77.45 $84,307 - $86,279
-1,114 Reduced 8.38%
12,179 $939,000
Q1 2024

Apr 22, 2024
SELL
$76.57 - $77.9 $272,129 - $276,856
-3,554 Reduced 21.1%
13,293 $1.03 Million
Q4 2023

Jan 12, 2024
SELL
$71.78 - $77.94 $387,683 - $420,953
-5,401 Reduced 24.28%
16,847 $1.3 Million
Q3 2023

Oct 23, 2023
SELL
$73.48 - $75.65 $143,726 - $147,971
-1,956 Reduced 8.08%
22,248 $1.64 Million
Q2 2023

Jul 24, 2023
SELL
$73.57 - $75.42 $122,788 - $125,875
-1,669 Reduced 6.45%
24,204 $1.82 Million
Q1 2023

Apr 13, 2023
SELL
$73.04 - $77.2 $538,012 - $568,655
-7,366 Reduced 22.16%
25,873 $1.95 Million
Q4 2022

Jan 11, 2023
BUY
$71.24 - $76.11 $2.37 Million - $2.53 Million
33,239 New
33,239 $0
Q1 2022

May 10, 2022
SELL
$79.97 - $86.97 $239,989 - $260,996
-3,001 Closed
0 $0
Q4 2021

Feb 08, 2022
SELL
$85.37 - $87.5 $853 - $875
-10 Reduced 0.33%
3,001 $261,000
Q3 2021

Oct 22, 2021
BUY
$86.98 - $88.14 $56,102 - $56,850
645 Added 27.26%
3,011 $262,000
Q2 2021

Aug 25, 2021
BUY
$86.61 - $88.04 $204,919 - $208,302
2,366 New
2,366 $208,000

Others Institutions Holding HYG

# of Institutions
1,178
Shares Held
278M
Call Options Held
123M
Put Options Held
598M
View Full List

About ISHARES TR

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

Track Accurate Wealth Management, LLC Portfolio

Follow Accurate Wealth Management, 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 Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email