Confluence Wealth Services, Inc. Ishares Tr Bb Rated Corporate Transaction History

Confluence Wealth Services, Inc.

  • $1.31 Billion
  • Q3 2024

A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Tr Bb Rated Corporate stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 11,950 shares of HYBB stock, worth $548,863. This represents 0.04% of its overall portfolio holdings.

Number of Shares
11,950
Previous 38,630 69.07%
Holding current value
$548,863
Previous $1.78 Million 68.2%
% of portfolio
0.04%
Previous 0.15%

Shares

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

Oct 29, 2024
SELL
$45.77 - $47.35 $1.22 Million - $1.26 Million
-26,680 Reduced 69.07%
11,950 $565,000
Q2 2024

Jul 31, 2024
BUY
$45.11 - $46.18 $985,924 - $1.01 Million
21,856 Added 130.3%
38,630 $1.78 Million
Q1 2024

Apr 22, 2024
BUY
$45.58 - $46.33 $764,558 - $777,139
16,774 New
16,774 $775,000

Others Institutions Holding HYBB

# of Institutions
52
Shares Held
8.98M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR BB RATED CORPORATE

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