Rooted Wealth Advisors, Inc. Ishares U S ETF Tr Int Rate He Transaction History

Rooted Wealth Advisors, Inc.

  • $308 Million
  • Q3 2025

A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 97,064 shares of HYGH stock, worth $8.33 Million. This represents 2.74% of its overall portfolio holdings.

Number of Shares
97,064
Previous 94,159 3.09%
Holding current value
$8.33 Million
Previous $8.15 Million 3.46%
% of portfolio
2.74%
Previous 2.96%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$85.71 - $86.94 $248,987 - $252,560
2,905 Added 3.09%
97,064 $8.43 Million
Q2 2025

Jul 14, 2025
BUY
$79.41 - $86.53 $261,417 - $284,856
3,292 Added 3.62%
94,159 $8.15 Million
Q1 2025

Apr 08, 2025
SELL
$85.06 - $87.69 $215,882 - $222,557
-2,538 Reduced 2.72%
90,867 $7.75 Million
Q4 2024

Jan 30, 2025
BUY
$85.41 - $87.1 $7.98 Million - $8.14 Million
93,405 New
93,405 $8.09 Million

Others Institutions Holding HYGH

# of Institutions
112
Shares Held
2.24M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U S ETF TR INT RATE HE

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