Modern Wealth Management, LLC Ishares Tr Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 8,239 shares of HYG stock, worth $657,719. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,239
Previous 8,261 0.27%
Holding current value
$657,719
Previous $637 Million 3.82%
% of portfolio
0.04%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$76.72 - $80.36 $1,687 - $1,767
-22 Reduced 0.27%
8,239 $662 Million
Q1 2024

May 13, 2024
BUY
$76.57 - $77.9 $241,884 - $246,086
3,159 Added 61.92%
8,261 $635 Million
Q4 2023

Feb 14, 2024
BUY
$71.78 - $77.94 $366,221 - $397,649
5,102 New
5,102 $395 Million

Others Institutions Holding HYG

# of Institutions
1,079
Shares Held
235M
Call Options Held
97.2M
Put Options Held
326M
View Full List

About ISHARES TR

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