Financial & Tax Architects, LLC Ishares Tr Transaction History

Financial & Tax Architects, LLC

$389 Billion
Q3 2024

A detailed history of Financial & Tax Architects, LLC transactions in Ishares Tr stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 41,313 shares of HYG stock, worth $3.25 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

41,313

Previous 35,716 15.67%

Holding current value

$3.25 Million

Previous $2.76 Billion 20.41%

% of portfolio

0.85%

Previous 0.74%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$76.72 - $80.36 $429,401 - $449,774	5,597 Added 15.67%	41,313 $3.32 Billion
Q2 2024 Aug 09, 2024	BUY	$75.68 - $77.45 $195,784 - $200,363	2,587 Added 7.81%	35,716 $2.76 Billion
Q1 2024 May 08, 2024	BUY	$76.57 - $77.9 $164,702 - $167,562	2,151 Added 6.94%	33,129 $2.58 Billion
Q4 2023 Jan 25, 2024	BUY	$71.78 - $77.94 $2.22 Million - $2.41 Million	30,978 New	30,978 $2.4 Billion
Q4 2021 Aug 25, 2023	BUY	$85.37 - $87.5 $62,490 - $64,050	732 Added 2.69%	27,917 $2.43 Billion
Q3 2021 Aug 25, 2023	BUY	$86.98 - $88.14 $123,685 - $125,335	1,422 Added 5.52%	27,185 $2.38 Billion
Q2 2021 Aug 25, 2023	BUY	$86.61 - $88.04 $160,401 - $163,050	1,852 Added 7.75%	25,763 $2.27 Billion
Q1 2021 Aug 25, 2023	BUY	$85.73 - $87.78 $2.05 Million - $2.1 Million	23,911 New	23,911 $2.08 Billion

Others Institutions Holding HYG

# of Institutions

1,079

Shares Held

235M

Call Options Held

97.2M

Put Options Held

326M

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About ISHARES TR

Ticker HYG
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Financial & Tax Architects, LLC Ishares Tr Transaction History