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 $10.9 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
230,917
Previous 115,992
99.08%
Holding current value
$10.9 Million
Previous $5.45 Million
99.19%
% of portfolio
1.5%
Previous 0.74%
Shares
5 transactions
Others Institutions Holding HYDB
# of Institutions
242Shares Held
20.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.68MShares$126 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.41MShares$66.5 Million0.03% of portfolio
-
State Of New Jersey Common Pension Fund D1.21MShares$57.1 Million0.24% of portfolio
-
Wealthspire Advisors, LLC New York, NY1.19MShares$55.9 Million0.56% of portfolio
-
Column Capital Advisors, LLC691KShares$32.5 Million1.58% of portfolio