Sky Oak Wealth, LLC Ishares Tr Transaction History

Sky Oak Wealth, LLC

$465 Million
Q4 2024

A detailed history of Sky Oak Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 3,740 shares of HYG stock, worth $297,891. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,740

Holding current value

$297,891

% of portfolio

0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$78.09 - $80.04 $292,056 - $299,349	3,740 New	3,740 $294,000
Q1 2021 Apr 29, 2021	SELL	$85.73 - $87.78 $403,102 - $412,741	-4,702 Closed	0 $0
Q2 2020 Aug 10, 2020	SELL	$73.55 - $84.56 $21,991 - $25,283	-299 Reduced 5.98%	4,702 $384,000
Q1 2020 May 04, 2020	SELL	$68.63 - $88.43 $9,265 - $11,938	-135 Reduced 2.63%	5,001 $385,000
Q4 2019 Feb 04, 2020	BUY	$86.04 - $88.21 $441,901 - $453,046	5,136 New	5,136 $452,000

Others Institutions Holding HYG

# of Institutions

1,160

Shares Held

219M

Call Options Held

95.9M

Put Options Held

310M

Clark Capital Management Group, Inc. Philadelphia, PA

22.7M
Shares

$1.81 Billion
12.94% of portfolio
Black Rock Inc. New York, NY

14.5M
Shares

$1.15 Billion
0.03% of portfolio
Morgan Stanley New York, NY

11M
Shares

$872 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

10.6M
Shares

$842 Million
0.14% of portfolio
Japan Science & Technology Agency Tokyo, M0

10.4M
Shares

$828 Million
13.99% of portfolio

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

More about HYG

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