Wealth Forward, LLC Ishares Tr Transaction History

Wealth Forward, LLC

  • $142 Billion
  • Q4 2024

A detailed history of Wealth Forward, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Forward, LLC holds 67,567 shares of HYG stock, worth $5.38 Million. This represents 3.75% of its overall portfolio holdings.

Number of Shares
67,567
Previous 63,275 6.78%
Holding current value
$5.38 Million
Previous $5.08 Billion 4.59%
% of portfolio
3.75%
Previous 3.56%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$78.09 - $80.04 $335,162 - $343,531
4,292 Added 6.78%
67,567 $5.31 Billion
Q3 2024

Oct 28, 2024
SELL
$76.72 - $80.36 $88,995 - $93,217
-1,160 Reduced 1.8%
63,275 $5.08 Billion
Q2 2024

Jul 19, 2024
BUY
$75.68 - $77.45 $50,856 - $52,046
672 Added 1.05%
64,435 $4.97 Billion
Q1 2024

May 07, 2024
BUY
$76.57 - $77.9 $139,740 - $142,167
1,825 Added 2.95%
63,763 $4.96 Billion
Q4 2023

Feb 21, 2024
BUY
$71.78 - $77.94 $4.45 Million - $4.83 Million
61,938 New
61,938 $4.79 Billion

Others Institutions Holding HYG

# of Institutions
1,079
Shares Held
235M
Call Options Held
97.2M
Put Options Held
331M
View Full List

About ISHARES TR

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