Fortress Wealth Group, LLC Ishares Tr Transaction History

Fortress Wealth Group, LLC

  • $203 Million
  • Q4 2024

A detailed history of Fortress Wealth Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 6,088 shares of HYG stock, worth $483,082. This represents 0.24% of its overall portfolio holdings.

Number of Shares
6,088
Previous 6,065 0.38%
Holding current value
$483,082
Previous $487,000 1.85%
% of portfolio
0.24%
Previous 0.25%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$78.09 - $80.04 $1,796 - $1,840
23 Added 0.38%
6,088 $478,000
Q3 2024

Nov 08, 2024
SELL
$76.72 - $80.36 $130,654 - $136,853
-1,703 Reduced 21.92%
6,065 $487,000
Q2 2024

Jul 31, 2024
BUY
$75.68 - $77.45 $52,976 - $54,215
700 Added 9.9%
7,768 $599,000
Q1 2024

May 13, 2024
SELL
$76.57 - $77.9 $108,423 - $110,306
-1,416 Reduced 16.69%
7,068 $549,000
Q4 2023

Jan 12, 2024
SELL
$71.78 - $77.94 $155,188 - $168,506
-2,162 Reduced 20.31%
8,484 $656,000
Q3 2023

Oct 12, 2023
SELL
$73.48 - $75.65 $9,772 - $10,061
-133 Reduced 1.23%
10,646 $784,000
Q2 2023

Aug 10, 2023
BUY
$73.57 - $75.42 $80,485 - $82,509
1,094 Added 11.3%
10,779 $809,000
Q1 2023

May 12, 2023
SELL
$73.04 - $77.2 $142,354 - $150,462
-1,949 Reduced 16.75%
9,685 $731,000
Q4 2022

Feb 07, 2023
BUY
$71.24 - $76.11 $255,181 - $272,626
3,582 Added 44.49%
11,634 $856,000
Q3 2022

Nov 14, 2022
BUY
$71.13 - $78.94 $572,738 - $635,624
8,052 New
8,052 $575,000

Others Institutions Holding HYG

# of Institutions
1,115
Shares Held
233M
Call Options Held
97.8M
Put Options Held
334M
View Full List

About ISHARES TR

HYG Quotes by TradingView
  • Ticker HYG
  • Sector ETFs
  • Industry ETFs
More about HYG
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