Brass Tax Wealth Management, Inc Ishares Tr Transaction History

Brass Tax Wealth Management, Inc

  • $252 Million
  • Q3 2024

A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares Tr stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 2,799 shares of HYG stock, worth $222,408. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,799
Previous 2,961 5.47%
Holding current value
$222,408
Previous $228 Million 99.9%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Dec 12, 2024
SELL
$76.72 - $80.36 $12,428 - $13,018
-162 Reduced 5.47%
2,799 $224,000
Q2 2024

Dec 12, 2024
BUY
$75.68 - $77.45 $224,088 - $229,329
2,961 New
2,961 $228 Million
Q1 2024

Jul 31, 2024
BUY
$76.57 - $77.9 $261,486 - $266,028
3,415 New
3,415 $265 Million

Others Institutions Holding HYG

# of Institutions
1,077
Shares Held
235M
Call Options Held
97.2M
Put Options Held
331M
View Full List

About ISHARES TR

HYG Quotes by TradingView
  • Ticker HYG
  • Sector ETFs
  • Industry ETFs
More about HYG
Track This Portfolio

Track Brass Tax Wealth Management, Inc Portfolio

Follow Brass Tax Wealth Management, Inc 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 Brass Tax Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Brass Tax Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email