Sax Wealth Advisors, LLC Ishares Tr Edge High Yield Def Transaction History

Sax Wealth Advisors, LLC

  • $1.37 Billion
  • Q1 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 157,017 shares of HYDB stock, worth $7.43 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
157,017
Previous 133,240 17.85%
Holding current value
$7.43 Million
Previous $6.26 Million 18.04%
% of portfolio
0.54%
Previous 0.5%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$46.82 - $47.8 $1.11 Million - $1.14 Million
23,777 Added 17.85%
157,017 $7.39 Million
Q4 2024

Jan 15, 2025
BUY
$46.68 - $47.95 $1.17 Million - $1.2 Million
25,079 Added 23.19%
133,240 $6.26 Million
Q3 2024

Oct 17, 2024
BUY
$46.14 - $48.06 $1.38 Million - $1.44 Million
29,951 Added 38.3%
108,161 $5.2 Million
Q2 2024

Jul 12, 2024
BUY
$45.56 - $46.71 $3.18 Million - $3.26 Million
69,734 Added 822.72%
78,210 $3.63 Million
Q1 2024

May 13, 2024
BUY
$45.81 - $46.79 $388,285 - $396,592
8,476 New
8,476 $395,000

Others Institutions Holding HYDB

# of Institutions
254
Shares Held
28M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR EDGE HIGH YIELD DEF

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