Courage Miller Partners, LLC Ishares Tr Transaction History

Courage Miller Partners, LLC

$291 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 23, 2020	BUY	$73.55 - $84.56 $14,783 - $16,996	201 Added 3.19%	6,501 $530,000
Q1 2020 Apr 14, 2020	BUY	$68.63 - $88.43 $17,088 - $22,019	249 Added 4.12%	6,300 $485,000
Q4 2019 Jan 15, 2020	BUY	$86.04 - $88.21 $22,026 - $22,581	256 Added 4.42%	6,051 $532,000
Q3 2019 Oct 21, 2019	BUY	$85.49 - $87.52 $5,984 - $6,126	70 Added 1.22%	5,795 $505,000
Q2 2019 Jul 30, 2019	BUY	$84.65 - $87.61 $20,485 - $21,201	242 Added 4.41%	5,725 $499,000
Q3 2018 Nov 06, 2018	BUY	$84.78 - $86.44 $1,865 - $1,901	22 Added 0.4%	5,483 $474,000
Q2 2018 Jul 30, 2018	BUY	$84.96 - $86.46 $2,973 - $3,026	35 Added 0.65%	5,461 $464,000
Q3 2017 Oct 24, 2017	BUY	$87.79 - $88.76 $476,348 - $481,611	5,426	5,426 $482,000

Others Institutions Holding HYG

# of Institutions

1,160

Shares Held

219M

Call Options Held

95.9M

Put Options Held

310M

Clark Capital Management Group, Inc. Philadelphia, PA

22.7M
Shares

$1.81 Billion
12.94% of portfolio
Black Rock Inc. New York, NY

14.5M
Shares

$1.15 Billion
0.03% of portfolio
Morgan Stanley New York, NY

11M
Shares

$872 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

10.6M
Shares

$842 Million
0.14% of portfolio
Japan Science & Technology Agency Tokyo, M0

10.4M
Shares

$828 Million
13.99% of portfolio

About ISHARES TR

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