Insight Wealth Strategies, LLC Ishares Tr Edge High Yield Def Transaction History

Insight Wealth Strategies, LLC

$725 Million
Q1 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 230,917 shares of HYDB stock, worth $10.7 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

230,917

Previous 115,992 99.08%

Holding current value

$10.7 Million

Previous $5.45 Million 99.19%

% of portfolio

1.5%

Previous 0.74%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 03, 2025	BUY	$46.82 - $47.8 $5.38 Million - $5.49 Million	114,925 Added 99.08%	230,917 $10.9 Million
Q4 2024 Jan 06, 2025	BUY	$46.68 - $47.95 $234,146 - $240,517	5,016 Added 4.52%	115,992 $5.45 Million
Q3 2024 Oct 07, 2024	BUY	$46.14 - $48.06 $1.9 Million - $1.97 Million	41,075 Added 58.76%	110,976 $5.33 Million
Q2 2024 Jul 08, 2024	BUY	$45.56 - $46.71 $28,976 - $29,707	636 Added 0.92%	69,901 $3.25 Million
Q1 2024 Apr 05, 2024	BUY	$45.81 - $46.79 $3.17 Million - $3.24 Million	69,265 New	69,265 $3.24 Million

Others Institutions Holding HYDB

# of Institutions

245

Shares Held

21.3M

Call Options Held

Put Options Held

View Full List

About ISHARES TR EDGE HIGH YIELD DEF

Ticker HYDB
Sector ETFs
Industry ETFs

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Insight Wealth Strategies, LLC Ishares Tr Edge High Yield Def Transaction History