Guardian Wealth Advisors, LLC Ishares Tr Transaction History

Guardian Wealth Advisors, LLC

$162 Million
Q3 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 8,210 shares of HYG stock, worth $644,731. This represents 0.41% of its overall portfolio holdings.

Number of Shares

8,210

Previous 9,490 13.49%

Holding current value

$644,731

Previous $732,000 9.97%

% of portfolio

0.41%

Previous 0.48%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$76.72 - $80.36 $98,201 - $102,860	-1,280 Reduced 13.49%	8,210 $659,000
Q2 2024 Aug 08, 2024	SELL	$75.68 - $77.45 $56,760 - $58,087	-750 Reduced 7.32%	9,490 $732,000
Q1 2024 Apr 26, 2024	SELL	$76.57 - $77.9 $97,243 - $98,933	-1,270 Reduced 11.03%	10,240 $795,000
Q4 2023 Feb 08, 2024	SELL	$71.78 - $77.94 $7,178 - $7,794	-100 Reduced 0.86%	11,510 $890,000
Q2 2023 Aug 08, 2023	SELL	$73.57 - $75.42 $23,542 - $24,134	-320 Reduced 2.68%	11,610 $871,000
Q1 2023 May 18, 2023	SELL	$73.04 - $77.2 $208,894 - $220,792	-2,860 Reduced 19.34%	11,930 $901,000
Q4 2022 Feb 02, 2023	BUY	$71.24 - $76.11 $849,893 - $907,992	11,930 New	11,930 $878,000
Q3 2022 May 18, 2023	BUY	$71.13 - $78.94 $1.05 Million - $1.17 Million	14,790 New	14,790 $1.06 Million
Q2 2022 Aug 12, 2022	BUY	$73.1 - $82.57 $731 - $825	10 Added 0.07%	14,895 $1.1 Million
Q1 2022 May 11, 2022	BUY	$79.97 - $86.97 $59,577 - $64,792	745 Added 5.27%	14,885 $1.23 Million
Q4 2021 Feb 03, 2022	BUY	$85.37 - $87.5 $200,192 - $205,187	2,345 Added 19.88%	14,140 $1.23 Million
Q3 2021 Nov 10, 2021	SELL	$86.98 - $88.14 $31,399 - $31,818	-361 Reduced 2.97%	11,795 $1.03 Million
Q2 2021 Jul 28, 2021	BUY	$86.61 - $88.04 $1.05 Million - $1.07 Million	12,156 New	12,156 $1.07 Million
Q1 2021 May 10, 2021	SELL	$85.73 - $87.78 $889,963 - $911,244	-10,381 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$85.73 - $87.78 $100,304 - $102,702	1,170 Added 12.7%	10,381 $905,000
Q4 2020 May 10, 2021	BUY	$83.46 - $87.3 $768,750 - $804,120	9,211 New	9,211 $804,000

Others Institutions Holding HYG

# of Institutions

1,077

Shares Held

235M

Call Options Held

97.2M

Put Options Held

326M

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 Guardian Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.

Account

Guardian Wealth Advisors, LLC Ishares Tr Transaction History