Personal Cfo Solutions, LLC Ishares Tr Transaction History

Personal Cfo Solutions, LLC

$497 Million
Q4 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Ishares Tr stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 47,430 shares of HYG stock, worth $3.78 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

47,430

Previous 46,472 2.06%

Holding current value

$3.78 Million

Previous $3.73 Million 0.03%

% of portfolio

0.75%

Previous 0.53%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$78.09 - $80.04 $74,810 - $76,678	958 Added 2.06%	47,430 $3.73 Million
Q3 2024 Nov 14, 2024	SELL	$76.72 - $80.36 $149,066 - $156,139	-1,943 Reduced 4.01%	46,472 $3.73 Million
Q2 2024 Aug 09, 2024	SELL	$75.68 - $77.45 $292,503 - $299,344	-3,865 Reduced 7.39%	48,415 $3.73 Million
Q1 2024 May 13, 2024	SELL	$76.57 - $77.9 $217,841 - $221,625	-2,845 Reduced 5.16%	52,280 $4.06 Million
Q4 2023 Feb 13, 2024	SELL	$71.78 - $77.94 $392,134 - $425,786	-5,463 Reduced 9.02%	55,125 $4.27 Million
Q3 2023 Nov 13, 2023	SELL	$73.48 - $75.65 $296,050 - $304,793	-4,029 Reduced 6.24%	60,588 $4.47 Million
Q2 2023 Aug 10, 2023	BUY	$73.57 - $75.42 $4.54 Million - $4.65 Million	61,672 Added 2094.13%	64,617 $4.85 Million
Q1 2023 May 09, 2023	SELL	$73.04 - $77.2 $5.4 Million - $5.71 Million	-73,952 Reduced 96.17%	2,945 $222,000
Q4 2022 Feb 14, 2023	BUY	$71.24 - $76.11 $5.48 Million - $5.85 Million	76,897 New	76,897 $5.66 Million
Q1 2022 May 02, 2022	SELL	$79.97 - $86.97 $2.33 Million - $2.54 Million	-29,198 Reduced 91.32%	2,776 $228,000
Q4 2021 Feb 11, 2022	BUY	$85.37 - $87.5 $303,746 - $311,325	3,558 Added 12.52%	31,974 $2.78 Million
Q3 2021 Nov 18, 2021	BUY	$86.98 - $88.14 $59,668 - $60,464	686 Added 2.47%	28,416 $2.49 Million
Q2 2021 Jul 22, 2021	BUY	$86.61 - $88.04 $353,628 - $359,467	4,083 Added 17.27%	27,730 $2.44 Million
Q1 2021 Apr 21, 2021	BUY	$85.73 - $87.78 $201,294 - $206,107	2,348 Added 11.02%	23,647 $2.06 Million
Q4 2020 Feb 09, 2021	BUY	$83.46 - $87.3 $45,652 - $47,753	547 Added 2.64%	21,299 $1.86 Million
Q3 2020 Nov 02, 2020	BUY	$81.53 - $85.39 $1.43 Million - $1.5 Million	17,548 Added 547.69%	20,752 $2,000
Q2 2020 Aug 03, 2020	SELL	$73.55 - $84.56 $961,960 - $1.11 Million	-13,079 Reduced 80.32%	3,204 $262,000
Q1 2020 Apr 30, 2020	SELL	$68.63 - $88.43 $172,398 - $222,136	-2,512 Reduced 13.37%	16,283 $1.26 Million
Q4 2019 Feb 13, 2020	SELL	$86.04 - $88.21 $18,498 - $18,965	-215 Reduced 1.13%	18,795 $1.69 Million
Q3 2019 Nov 13, 2019	BUY	$85.49 - $87.52 $1.63 Million - $1.66 Million	19,010 New	19,010 $1.66 Million

Others Institutions Holding HYG

# of Institutions

1,161

Shares Held

220M

Call Options Held

95.9M

Put Options Held

310M

View Full List

About ISHARES TR

Ticker HYG
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Personal Cfo Solutions, LLC Ishares Tr Transaction History