Efficient Advisors, LLC Ishares Tr Transaction History

Efficient Advisors, LLC

$1.69 Billion
Q4 2025

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$75.75 - $80.65 $88,248 - $93,957	-1,165 Reduced 31.47%	2,537 $204,000
Q1 2025 May 06, 2025	SELL	$78.51 - $80.11 $118,785 - $121,206	-1,513 Reduced 29.01%	3,702 $292,000
Q4 2024 Feb 07, 2025	SELL	$78.09 - $80.04 $108,310 - $111,015	-1,387 Reduced 21.01%	5,215 $410,000
Q3 2024 Nov 12, 2024	SELL	$76.72 - $80.36 $10,894 - $11,411	-142 Reduced 2.11%	6,602 $530,000
Q2 2024 Aug 05, 2024	SELL	$75.68 - $77.45 $529 - $542	-7 Reduced 0.1%	6,744 $520,000

Q1 2024 May 09, 2024	SELL	$76.57 - $77.9 $6,814 - $6,933	-89 Reduced 1.3%	6,751 $524,000
Q4 2023 Feb 08, 2024	SELL	$71.78 - $77.94 $39,981 - $43,412	-557 Reduced 7.53%	6,840 $529,000
Q3 2023 Nov 07, 2023	SELL	$73.48 - $75.65 $11,389 - $11,725	-155 Reduced 2.05%	7,397 $545,000
Q2 2023 Aug 08, 2023	SELL	$73.57 - $75.42 $18,760 - $19,232	-255 Reduced 3.27%	7,552 $566,000
Q1 2023 May 09, 2023	SELL	$73.04 - $77.2 $14,608 - $15,440	-200 Reduced 2.5%	7,807 $589,000
Q4 2022 Feb 08, 2023	SELL	$71.24 - $76.11 $16,242 - $17,353	-228 Reduced 2.77%	8,007 $589,000
Q3 2022 Nov 08, 2022	BUY	$71.13 - $78.94 $4,623 - $5,131	65 Added 0.8%	8,235 $588,000
Q2 2022 Aug 05, 2022	SELL	$73.1 - $82.57 $3,362 - $3,798	-46 Reduced 0.56%	8,170 $601,000
Q1 2022 May 11, 2022	BUY	$79.97 - $86.97 $6,797 - $7,392	85 Added 1.05%	8,216 $676,000
Q4 2021 Jan 20, 2022	SELL	$85.37 - $87.5 $12,890 - $13,212	-151 Reduced 1.82%	8,131 $707,000
Q3 2021 Oct 21, 2021	SELL	$86.98 - $88.14 $104,810 - $106,208	-1,205 Reduced 12.7%	8,282 $725,000
Q2 2021 Jul 21, 2021	SELL	$86.61 - $88.04 $5,023 - $5,106	-58 Reduced 0.61%	9,487 $835,000
Q1 2021 Apr 28, 2021	SELL	$85.73 - $87.78 $334,432 - $342,429	-3,901 Reduced 29.01%	9,545 $832,000
Q4 2020 Feb 02, 2021	SELL	$83.46 - $87.3 $355,956 - $372,334	-4,265 Reduced 24.08%	13,446 $1.17 Million
Q3 2020 Nov 09, 2020	SELL	$81.53 - $85.39 $13,452 - $14,089	-165 Reduced 0.92%	17,711 $1.49 Million
Q2 2020 Aug 07, 2020	BUY	$73.55 - $84.56 $90,319 - $103,839	1,228 Added 7.38%	17,876 $1.46 Million
Q1 2020 May 15, 2020	BUY	$68.63 - $88.43 $24,706 - $31,834	360 Added 2.21%	16,648 $1.28 Million
Q4 2019 Jan 27, 2020	BUY	$86.04 - $88.21 $344 - $352	4 Added 0.02%	16,288 $1.43 Million
Q3 2019 Nov 07, 2019	SELL	$85.49 - $87.52 $35,392 - $36,233	-414 Reduced 2.48%	16,284 $1.42 Million
Q2 2019 Aug 07, 2019	SELL	$84.65 - $87.61 $92,776 - $96,020	-1,096 Reduced 6.16%	16,698 $1.46 Million
Q1 2019 May 09, 2019	BUY	$80.99 - $86.47 $40,252 - $42,975	497 Added 2.87%	17,794 $1.54 Million
Q4 2018 Jan 29, 2019	SELL	$79.63 - $86.3 $126,611 - $137,217	-1,590 Reduced 8.42%	17,297 $1.4 Million
Q3 2018 Nov 05, 2018	SELL	$84.78 - $86.44 $8,732 - $8,903	-103 Reduced 0.54%	18,887 $1.63 Million
Q2 2018 Aug 20, 2018	SELL	$84.96 - $86.46 $17,501 - $17,810	-206 Reduced 1.07%	18,990 $1.62 Million
Q1 2018 May 01, 2018	BUY	$84.92 - $87.97 $31,420 - $32,548	370 Added 1.97%	19,196 $1.64 Million
Q4 2017 Feb 14, 2018	BUY	$86.68 - $88.69 $116,064 - $118,755	1,339 Added 7.66%	18,826 $1.64 Million
Q3 2017 Nov 16, 2017	BUY	$87.79 - $88.76 $1.54 Million - $1.55 Million	17,487	17,487 $1.55 Million

Others Institutions Holding HYG

# of Institutions

1,176

Shares Held

276M

Call Options Held

123M

Put Options Held

598M

Bank Of America Corp Charlotte, NC

18.5M
Shares

$1.49 Billion
0.11% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

17.3M
Shares

$1.39 Billion
9.22% of portfolio
Morgan Stanley New York, NY

16.8M
Shares

$1.35 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

14.5M
Shares

$1.16 Billion
0.03% of portfolio
Nuveen, LLC Charlotte, NC

12.3M
Shares

$986 Million
0.27% of portfolio

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

More about HYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Efficient Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Efficient Advisors, LLC with notifications on news.

Account