Hillcrest Wealth Advisors Ny, LLC Ishares Tr Transaction History

Hillcrest Wealth Advisors Ny, LLC

$201 Million
Q1 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 4,875 shares of HYG stock, worth $380,250. This represents 0.19% of its overall portfolio holdings.

Number of Shares

4,875

Previous 4,950 1.52%

Holding current value

$380,250

Previous $389,000 1.29%

% of portfolio

0.19%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,159

Shares Held

219M

Call Options Held

95.9M

Put Options Held

311M

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

More about HYG

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Hillcrest Wealth Advisors Ny, LLC Ishares Tr Transaction History