Kingswood Wealth Advisors, LLC Ishares Tr Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 6,676 shares of HYG stock, worth $531,142. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,676
Holding current value
$531,142
% of portfolio
0.04%

Shares

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

Jan 22, 2025
BUY
$78.09 - $80.04 $521,328 - $534,347
6,676 New
6,676 $525 Million
Q2 2024

Jul 09, 2024
SELL
$75.68 - $77.45 $185,264 - $189,597
-2,448 Reduced 16.06%
12,792 $987 Million
Q1 2024

Apr 15, 2024
BUY
$76.57 - $77.9 $564,320 - $574,123
7,370 Added 93.65%
15,240 $1.18 Billion
Q4 2023

Jan 16, 2024
BUY
$71.78 - $77.94 $564,908 - $613,387
7,870 New
7,870 $609 Million

Others Institutions Holding HYG

# of Institutions
1,079
Shares Held
235M
Call Options Held
97.2M
Put Options Held
331M
View Full List

About ISHARES TR

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