Erickson Financial Group, LLC Ishares Tr Transaction History

Erickson Financial Group, LLC

$140 Million
Q4 2024

A detailed history of Erickson Financial Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Erickson Financial Group, LLC holds 19,805 shares of HYG stock, worth $1.58 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

19,805

Previous 19,706 0.5%

Holding current value

$1.58 Million

Previous $1.58 Million 1.58%

% of portfolio

1.11%

Previous 1.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$78.09 - $80.04 $7,730 - $7,923	99 Added 0.5%	19,805 $1.56 Million
Q3 2024 Nov 08, 2024	BUY	$76.72 - $80.36 $1.51 Million - $1.58 Million	19,706 New	19,706 $1.58 Million
Q3 2023 Oct 24, 2023	SELL	$73.48 - $75.65 $42,618 - $43,877	-580 Reduced 9.64%	5,435 $400,000
Q2 2023 Jul 13, 2023	SELL	$73.57 - $75.42 $13,831 - $14,178	-188 Reduced 3.03%	6,015 $451,000
Q1 2023 Apr 18, 2023	SELL	$73.04 - $77.2 $32,868 - $34,740	-450 Reduced 6.76%	6,203 $468,000
Q4 2022 Jan 17, 2023	SELL	$71.24 - $76.11 $3.18 Million - $3.39 Million	-44,573 Reduced 87.01%	6,653 $0
Q3 2022 Oct 17, 2022	BUY	$71.13 - $78.94 $640 - $710	9 Added 0.02%	51,226 $3.66 Million
Q2 2022 Aug 09, 2022	SELL	$73.1 - $82.57 $29,020 - $32,780	-397 Reduced 0.77%	51,217 $3.77 Million
Q1 2022 May 16, 2022	SELL	$79.97 - $86.97 $171,535 - $186,550	-2,145 Reduced 3.99%	51,614 $4.25 Million
Q4 2021 Apr 01, 2022	BUY	$85.37 - $87.5 $4.59 Million - $4.7 Million	53,759 New	53,759 $4.68 Million

Others Institutions Holding HYG

# of Institutions

1,160

Shares Held

224M

Call Options Held

95.6M

Put Options Held

320M

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

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Erickson Financial Group, LLC Ishares Tr Transaction History