A detailed history of Wr Wealth Planners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 274 shares of HYG stock, worth $21,522. This represents 0.01% of its overall portfolio holdings.

Number of Shares
274
Previous 299 8.36%
Holding current value
$21,522
Previous $23,000 4.35%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 17, 2024

SELL
$76.72 - $80.36 $1,918 - $2,009
-25 Reduced 8.36%
274 $22,000
Q2 2024

Jul 31, 2024

SELL
$75.68 - $77.45 $3,481 - $3,562
-46 Reduced 13.33%
299 $23,000
Q1 2024

Jul 31, 2024

BUY
$76.57 - $77.9 $26,416 - $26,875
345 New
345 $26,000
Q3 2023

Aug 01, 2024

BUY
$73.48 - $75.65 $3,306 - $3,404
45 Added 7.48%
647 $47.7 Million
Q2 2023

Aug 01, 2024

BUY
$73.57 - $75.42 $22,291 - $22,852
303 Added 101.34%
602 $45.2 Million
Q1 2023

Aug 01, 2024

BUY
$73.04 - $77.2 $19,720 - $20,844
270 Added 90.3%
569 $43 Million
Q3 2022

Oct 10, 2024

SELL
$71.13 - $78.94 $2,418 - $2,683
-34 Reduced 11.37%
265 $18.9 Million
Q2 2022

Oct 17, 2024

SELL
$73.1 - $82.57 $2,119 - $2,394
-29 Reduced 4.9%
563 $41.4 Million
Q1 2022

Oct 17, 2024

BUY
$79.97 - $86.97 $25,430 - $27,656
318 Added 116.06%
592 $48.7 Million

Others Institutions Holding HYG

About ISHARES TR


  • Ticker HYG
  • Sector ETFs
  • Industry ETFs
More about HYG
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.