Summit Wealth Group, LLC Ishares Tr Esg Advanced High Y Transaction History

Summit Wealth Group, LLC

  • $398 Million
  • Q3 2025

A detailed history of Summit Wealth Group, LLC transactions in Ishares Tr Esg Advanced High Y stock. As of the latest transaction made, Summit Wealth Group, LLC holds 15,147 shares of HYXF stock, worth $712,363. This represents 0.18% of its overall portfolio holdings.

Number of Shares
15,147
Holding current value
$712,363
% of portfolio
0.18%

Shares

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

Oct 23, 2025
BUY
$46.88 - $47.56 $710,091 - $720,391
15,147 New
15,147 $719,000
Q1 2023

May 10, 2023
BUY
$42.83 - $45.39 $6.58 Million - $6.98 Million
153,742 New
153,742 $3,000

Others Institutions Holding HYXF

# of Institutions
83
Shares Held
1.55M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG ADVANCED HIGH Y

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