A detailed history of Crestwood Advisors Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 3,665 shares of HYG stock, worth $288,142. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,665
Previous 3,665 -0.0%
Holding current value
$288,142
Previous $282,000 4.26%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 15, 2023

BUY
$73.48 - $75.65 $38,870 - $40,018
529 Added 16.87%
3,665 $270,000
Q3 2022

Oct 26, 2022

BUY
$71.13 - $78.94 $223,063 - $247,555
3,136 New
3,136 $224,000
Q4 2017

Jan 11, 2018

SELL
$86.68 - $88.69 $256,052 - $261,990
-2,954 Closed
0 $0
Q3 2017

Nov 20, 2017

BUY
$87.79 - $88.76 $259,331 - $262,197
2,954
2,954 $262,000

Others Institutions Holding HYG

About ISHARES TR


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

Track Crestwood Advisors Group LLC Portfolio

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

News

Stay updated on Crestwood Advisors Group LLC with notifications on news.