A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Esg Advanced High Y stock. As of the latest transaction made, Congress Wealth Management LLC holds 12,417 shares of HYXF stock, worth $582,853. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,417
Previous 12,083 2.76%
Holding current value
$582,853
Previous $552,000 1.45%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$44.38 - $45.45 $14,822 - $15,180
334 Added 2.76%
12,417 $560,000
Q1 2024

Apr 18, 2024

SELL
$44.96 - $45.79 $2,787 - $2,838
-62 Reduced 0.51%
12,083 $552,000
Q4 2023

Feb 09, 2024

BUY
$42.09 - $45.76 $59,936 - $65,162
1,424 Added 13.28%
12,145 $552,000
Q3 2023

Oct 30, 2023

BUY
$43.07 - $44.49 $110,259 - $113,894
2,560 Added 31.37%
10,721 $463,000
Q2 2023

Jul 13, 2023

BUY
$43.32 - $44.31 $11,046 - $11,299
255 Added 3.23%
8,161 $359,000
Q1 2023

Apr 14, 2023

BUY
$42.83 - $45.39 $44,286 - $46,933
1,034 Added 15.05%
7,906 $350,000
Q4 2022

Feb 02, 2023

BUY
$42.01 - $44.6 $56,839 - $60,343
1,353 Added 24.52%
6,872 $297,000
Q3 2022

Nov 08, 2022

BUY
$42.14 - $46.73 $232,570 - $257,902
5,519 New
5,519 $233,000

Others Institutions Holding HYXF

About ISHARES TR ESG ADVANCED HIGH Y


  • Ticker HYXF
  • Sector ETFs
  • Industry ETFs
More about HYXF
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