Hillcrest Wealth Advisors Ny, LLC Ishares Tr Transaction History

Hillcrest Wealth Advisors Ny, LLC

$229 Million
Q4 2025

A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Ishares Tr stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 4,700 shares of HYG stock, worth $377,034. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,700

Previous 3,400 38.24%

Holding current value

$377,034

Previous $276,000 36.59%

% of portfolio

0.16%

Previous 0.12%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$79.95 - $81.28 $103,935 - $105,664	1,300 Added 38.24%	4,700 $377,000
Q3 2025 Oct 20, 2025	BUY	$79.85 - $81.32 $47,910 - $48,791	600 Added 21.43%	3,400 $276,000
Q2 2025 Jul 22, 2025	SELL	$75.75 - $80.65 $157,181 - $167,348	-2,075 Reduced 42.56%	2,800 $225,000
Q1 2025 Apr 22, 2025	SELL	$78.51 - $80.11 $5,888 - $6,008	-75 Reduced 1.52%	4,875 $384,000
Q4 2024 Jan 21, 2025	BUY	$78.09 - $80.04 $115,182 - $118,059	1,475 Added 42.45%	4,950 $389,000

Q3 2024 Oct 17, 2024	SELL	$76.72 - $80.36 $49,868 - $52,234	-650 Reduced 15.76%	3,475 $279,000
Q2 2024 Jul 18, 2024	BUY	$75.68 - $77.45 $312,180 - $319,481	4,125 New	4,125 $318,000
Q3 2023 Oct 17, 2023	BUY	$73.48 - $75.65 $529,056 - $544,680	7,200 New	7,200 $530,000
Q1 2023 May 08, 2023	SELL	$73.04 - $77.2 $45,650 - $48,250	-625 Reduced 15.63%	3,375 $254,000
Q4 2022 Feb 08, 2023	SELL	$71.24 - $76.11 $9,617 - $10,274	-135 Reduced 3.26%	4,000 $294,000
Q3 2022 Nov 03, 2022	BUY	$71.13 - $78.94 $294,122 - $326,416	4,135 New	4,135 $295,000

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

Ticker HYG
Sector ETFs
Industry ETFs

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Hillcrest Wealth Advisors Ny, LLC Ishares Tr Transaction History