Goal Vest Advisory LLC Ishares Tr Transaction History

Goal Vest Advisory LLC

  • $488 Million
  • Q4 2025

A detailed history of Goal Vest Advisory LLC transactions in Ishares Tr stock. As of the latest transaction made, Goal Vest Advisory LLC holds 1,302 shares of HYG stock, worth $104,446. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,302
Previous 1,302 -0.0%
Holding current value
$104,446
Previous $105,000 0.95%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
BUY
$75.75 - $80.65 $98,626 - $105,006
1,302 New
1,302 $105,000
Q4 2024

Jan 17, 2025
BUY
$78.09 - $80.04 $10,698 - $10,965
137 New
137 $10,000
Q4 2023

Jan 02, 2024
BUY
$71.78 - $77.94 $36,248 - $39,359
505 New
505 $39,000
Q2 2022

Jul 06, 2022
SELL
$73.1 - $82.57 $1,388 - $1,568
-19 Closed
0 $0
Q1 2022

May 03, 2022
BUY
$79.97 - $86.97 $1,519 - $1,652
19 New
19 $2,000
Q1 2021

May 13, 2021
SELL
$85.73 - $87.78 $2,143 - $2,194
-25 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$83.46 - $87.3 $2,086 - $2,182
25 New
25 $2,000

Others Institutions Holding HYG

# of Institutions
1,185
Shares Held
277M
Call Options Held
123M
Put Options Held
597M
View Full List

About ISHARES TR

HYG Quotes by TradingView
  • Ticker HYG
  • Sector ETFs
  • Industry ETFs
More about HYG
Track This Portfolio

Track Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory 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 Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email