Sheets Smith Wealth Management Ishares Tr Bb Rated Corporate Transaction History

Sheets Smith Wealth Management

$807 Million
Q3 2024

A detailed history of Sheets Smith Wealth Management transactions in Ishares Tr Bb Rated Corporate stock. As of the latest transaction made, Sheets Smith Wealth Management holds 12,490 shares of HYBB stock, worth $575,913. This represents 0.07% of its overall portfolio holdings.

Number of Shares

12,490

Previous 12,511 0.17%

Holding current value

$575,913

Previous $575,000 2.78%

% of portfolio

0.07%

Previous 0.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$45.77 - $47.35 $961 - $994	-21 Reduced 0.17%	12,490 $591,000
Q1 2024 May 08, 2024	BUY	$45.58 - $46.33 $27,348 - $27,798	600 Added 5.04%	12,511 $578,000
Q4 2023 Feb 06, 2024	SELL	$42.78 - $46.17 $85,560 - $92,340	-2,000 Reduced 14.38%	11,911 $548,000
Q3 2023 Oct 23, 2023	BUY	$43.61 - $45.1 $44,700 - $46,227	1,025 Added 7.95%	13,911 $608,000
Q2 2023 Aug 09, 2023	SELL	$44.09 - $45.31 $22,045 - $22,655	-500 Reduced 3.74%	12,886 $577,000
Q1 2023 May 26, 2023	BUY	$43.83 - $46.02 $584,736 - $613,952	13,341 Added 29646.67%	13,386 $608,000
Q1 2023 May 12, 2023	SELL	$43.83 - $46.02 $602,268 - $632,360	-13,741 Reduced 99.67%	45 $2,000
Q4 2022 Mar 08, 2023	SELL	$42.86 - $45.74 $845,113 - $901,901	-19,718 Reduced 58.85%	13,786 $612,000
Q3 2022 Nov 01, 2022	BUY	$42.86 - $47.08 $34,202 - $37,569	798 Added 2.44%	33,504 $1.44 Million
Q2 2022 Jul 27, 2022	SELL	$43.82 - $48.78 $38,386 - $42,731	-876 Reduced 2.61%	32,706 $1.45 Million
Q1 2022 May 02, 2022	BUY	$47.54 - $51.81 $224,103 - $244,232	4,714 Added 16.33%	33,582 $1.64 Million
Q4 2021 Jan 20, 2022	BUY	$51.02 - $52.4 $1.47 Million - $1.51 Million	28,868 New	28,868 $1.5 Million

Others Institutions Holding HYBB

# of Institutions

Shares Held

8.96M

Call Options Held

Put Options Held

View Full List

About ISHARES TR BB RATED CORPORATE

Ticker HYBB
Sector ETFs
Industry ETFs

More about HYBB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Account

Sheets Smith Wealth Management Ishares Tr Bb Rated Corporate Transaction History