Morgan Rosel Wealth Management, LLC Ishares Tr Transaction History

Morgan Rosel Wealth Management, LLC

  • $366 Million
  • Q3 2025

A detailed history of Morgan Rosel Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 54,498 shares of HYG stock, worth $4.37 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
54,498
Previous 52,292 4.22%
Holding current value
$4.37 Million
Previous $4.22 Million 4.91%
% of portfolio
1.21%
Previous 1.21%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$79.85 - $81.32 $176,149 - $179,391
2,206 Added 4.22%
54,498 $4.42 Million
Q2 2025

Jul 31, 2025
BUY
$75.75 - $80.65 $423,972 - $451,398
5,597 Added 11.99%
52,292 $4.22 Million
Q1 2025

Apr 25, 2025
BUY
$78.51 - $80.11 $1.09 Million - $1.11 Million
13,904 Added 42.4%
46,695 $3.68 Million
Q4 2024

Feb 04, 2025
BUY
$78.09 - $80.04 $101,673 - $104,212
1,302 Added 4.13%
32,791 $2.58 Million
Q3 2024

Oct 10, 2024
BUY
$76.72 - $80.36 $42,886 - $44,921
559 Added 1.81%
31,489 $2.53 Million
Q2 2024

Jul 15, 2024
SELL
$75.68 - $77.45 $87,032 - $89,067
-1,150 Reduced 3.58%
30,930 $2.39 Million
Q1 2024

Apr 17, 2024
BUY
$76.57 - $77.9 $898,242 - $913,844
11,731 Added 57.65%
32,080 $2.49 Million
Q4 2023

Jan 19, 2024
BUY
$71.78 - $77.94 $453,434 - $492,346
6,317 Added 45.02%
20,349 $1.57 Million
Q3 2023

Oct 27, 2023
BUY
$73.48 - $75.65 $21,603 - $22,241
294 Added 2.14%
14,032 $1.03 Million
Q2 2023

Aug 04, 2023
BUY
$73.57 - $75.42 $70,185 - $71,950
954 Added 7.46%
13,738 $1.03 Million
Q1 2023

Apr 12, 2023
BUY
$73.04 - $77.2 $112,627 - $119,042
1,542 Added 13.72%
12,784 $965,000
Q4 2022

Jan 19, 2023
BUY
$71.24 - $76.11 $195,411 - $208,769
2,743 Added 32.27%
11,242 $0
Q3 2022

Oct 14, 2022
BUY
$71.13 - $78.94 $239,636 - $265,948
3,369 Added 65.67%
8,499 $607,000
Q2 2022

Jul 27, 2022
BUY
$73.1 - $82.57 $375,002 - $423,584
5,130 New
5,130 $378,000
Q4 2020

Feb 11, 2021
SELL
$83.46 - $87.3 $975,981 - $1.02 Million
-11,694 Closed
0 $0
Q3 2020

Oct 13, 2020
SELL
$81.53 - $85.39 $6,359 - $6,660
-78 Reduced 0.66%
11,694 $981,000
Q2 2020

Jul 13, 2020
BUY
$73.55 - $84.56 $159,235 - $183,072
2,165 Added 22.54%
11,772 $961,000
Q1 2020

Apr 17, 2020
SELL
$68.63 - $88.43 $546,637 - $704,344
-7,965 Reduced 45.33%
9,607 $740,000
Q4 2019

Jan 14, 2020
BUY
$86.04 - $88.21 $13,422 - $13,760
156 Added 0.9%
17,572 $1.55 Million
Q3 2019

Oct 31, 2019
BUY
$85.49 - $87.52 $1.49 Million - $1.52 Million
17,416 New
17,416 $1.52 Million

Others Institutions Holding HYG

# of Institutions
1,185
Shares Held
278M
Call Options Held
123M
Put Options Held
598M
View Full List

About ISHARES TR

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