Iams Wealth Management, LLC First Tr Tactical High Yield L Transaction History

Iams Wealth Management, LLC

  • $218 Billion
  • Q2 2025

A detailed history of Iams Wealth Management, LLC transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, Iams Wealth Management, LLC holds 9,573 shares of HYLS stock, worth $402,066. This represents 0.18% of its overall portfolio holdings.

Number of Shares
9,573
Previous 9,497 0.8%
Holding current value
$402,066
Previous $390 Million 2.7%
% of portfolio
0.18%
Previous 0.18%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$39.8 - $41.84 $3,024 - $3,179
76 Added 0.8%
9,573 $400 Million
Q1 2025

Apr 10, 2025
SELL
$40.95 - $41.77 $351,555 - $358,595
-8,585 Reduced 47.48%
9,497 $390 Million
Q4 2024

Jan 23, 2025
SELL
$41.29 - $42.03 $98,517 - $100,283
-2,386 Reduced 11.66%
18,082 $747 Million
Q3 2024

Oct 11, 2024
BUY
$40.54 - $42.23 $211,051 - $219,849
5,206 Added 34.11%
20,468 $859 Million
Q2 2024

Aug 05, 2024
SELL
$40.2 - $41.01 $111,997 - $114,253
-2,786 Reduced 15.44%
15,262 $620 Million
Q1 2024

Apr 18, 2024
BUY
$40.81 - $41.46 $41,462 - $42,123
1,016 Added 5.97%
18,048 $742 Million
Q4 2023

Feb 07, 2024
SELL
$38.23 - $41.71 $4,816 - $5,255
-126 Reduced 0.73%
17,032 $708 Million
Q3 2023

Nov 14, 2023
BUY
$39.14 - $40.03 $671,564 - $686,834
17,158 New
17,158 $673 Million
Q1 2023

Oct 30, 2023
BUY
$38.94 - $41.16 $99,803 - $105,493
2,563 Added 48.57%
7,840 $309 Million
Q4 2022

Oct 27, 2023
BUY
$38.49 - $40.0 $203,111 - $211,080
5,277 New
5,277 $205 Million

Others Institutions Holding HYLS

# of Institutions
236
Shares Held
24.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR TACTICAL HIGH YIELD L

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