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

Rooted Wealth Advisors, Inc.

  • $275 Million
  • Q2 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 94,159 shares of HYGH stock, worth $8.15 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares
94,159
Previous 90,867 3.62%
Holding current value
$8.15 Million
Previous $7.75 Million 5.15%
% of portfolio
2.96%
Previous 3.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
93
Shares Held
2.11M
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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