Heritage Family Offices, LLP Ishares Tr Bb Rated Corporate Transaction History
Heritage Family Offices, LLP
- $215 Billion
- Q3 2025
A detailed history of Heritage Family Offices, LLP transactions in Ishares Tr Bb Rated Corporate stock. As of the latest transaction made, Heritage Family Offices, LLP holds 17,398 shares of HYBB stock, worth $816,662. This represents 0.38% of its overall portfolio holdings.
Number of Shares
17,398
Previous 15,254
14.06%
Holding current value
$816,662
Previous $705 Million
16.69%
% of portfolio
0.38%
Previous 0.36%
Shares
6 transactions
Others Institutions Holding HYBB
# of Institutions
58Shares Held
6.51MCall Options Held
0Put Options Held
0-
Benjamin F. Edwards & Company, Inc. St. Louis, MO2.01MShares$94.5 Million1.63% of portfolio
-
Stifel Financial Corp St. Louis, MO980KShares$46 Million0.04% of portfolio
-
Benjamin Edwards Inc Clayton, MO731KShares$34.3 Million0.41% of portfolio
-
Morgan Stanley New York, NY545KShares$25.6 Million0.0% of portfolio
-
Confluence Investment Management LLC434KShares$20.3 Million0.32% of portfolio