Transform Wealth, LLC Ishares 0 5 Year High Yield CO Transaction History

Transform Wealth, LLC

$1.46 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 15, 2024	SELL	$41.64 - $42.32 $3.64 Million - $3.7 Million	-87,375 Reduced 75.98%	27,618 $1.17 Million
Q1 2024 Apr 15, 2024	SELL	$41.98 - $42.63 $135,637 - $137,737	-3,231 Reduced 2.73%	114,993 $4.89 Million
Q4 2023 Jan 18, 2024	BUY	$40.19 - $42.48 $2.58 Million - $2.72 Million	64,121 Added 118.52%	118,224 $4.99 Million
Q3 2023 Oct 10, 2023	SELL	$40.9 - $41.68 $931,374 - $949,136	-22,772 Reduced 29.62%	54,103 $2.22 Million
Q2 2023 Jul 13, 2023	BUY	$40.8 - $41.55 $128,927 - $131,298	3,160 Added 4.29%	76,875 $3.19 Million
Q1 2023 Apr 14, 2023	SELL	$40.65 - $42.2 $4.12 Million - $4.27 Million	-101,240 Reduced 57.87%	73,715 $3.07 Million
Q4 2022 Jan 12, 2023	SELL	$39.79 - $41.87 $3.65 Million - $3.84 Million	-91,632 Reduced 34.37%	174,955 $0
Q3 2022 Oct 21, 2022	BUY	$39.82 - $42.66 $10.6 Million - $11.4 Million	266,587 New	266,587 $10.6 Million
Q4 2019 Jan 24, 2020	SELL	$45.84 - $46.53 $9.76 Million - $9.91 Million	-212,945 Closed	0 $0
Q3 2019 Oct 24, 2019	SELL	$45.9 - $46.68 $12.1 Million - $12.3 Million	-264,535 Reduced 55.4%	212,945 $9.9 Million
Q2 2019 Jul 30, 2019	BUY	$45.76 - $46.86 $21.8 Million - $22.4 Million	477,480 New	477,480 $22.3 Million

Others Institutions Holding SHYG

# of Institutions

556

Shares Held

125M

Call Options Held

0

Put Options Held

0

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