Wcg Wealth Advisors LLC Ishares Tr Esg Advanced High Y Transaction History

Wcg Wealth Advisors LLC

$1.35 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$42.14 - $46.73 $8,470 - $9,392	-201 Reduced 3.31%	5,876 $248,000
Q2 2022 Aug 23, 2022	BUY	$43.12 - $48.58 $262,040 - $295,220	6,077 New	6,077 $265,000

Others Institutions Holding HYXF

# of Institutions

62

Shares Held

1.21M

Call Options Held

0

Put Options Held

0

Sig Fig Wealth Management, LLC San Francisco, CA

165K
Shares

$7.68 Million
0.28% of portfolio
Black Rock Inc. New York, NY

112K
Shares

$5.24 Million
0.0% of portfolio
Financial Network Wealth Management LLC Draper, UT

86.9K
Shares

$4.05 Million
1.47% of portfolio
Colorado Capital Management, Inc.

71K
Shares

$3.31 Million
1.66% of portfolio
Commonwealth Equity Services, LLC

63.4K
Shares

$2.96 Million
0.0% of portfolio

About ISHARES TR ESG ADVANCED HIGH Y

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