A detailed history of Captrust Financial Advisors transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, Captrust Financial Advisors holds 638,954 shares of HYDB stock, worth $30.3 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
638,954
Previous 672,375 4.97%
Holding current value
$30.3 Million
Previous $31.2 Million 1.66%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Nov 14, 2024

SELL
$46.14 - $48.06 $1.54 Million - $1.61 Million
-33,421 Reduced 4.97%
638,954 $30.7 Million
Q2 2024

Aug 14, 2024

BUY
$45.56 - $46.71 $2.91 Million - $2.98 Million
63,883 Added 10.5%
672,375 $31.2 Million
Q1 2024

May 15, 2024

BUY
$45.81 - $46.79 $27.9 Million - $28.5 Million
608,492 New
608,492 $28.4 Million

Others Institutions Holding HYDB

About ISHARES TR EDGE HIGH YIELD DEF


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

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors 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 Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.