Wealth Forward, LLC Ishares Tr Transaction History

Wealth Forward, LLC

$149 Billion
Q2 2025

A detailed history of Wealth Forward, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Forward, LLC holds 67,520 shares of HYG stock, worth $5.45 Million. This represents 3.66% of its overall portfolio holdings.

Number of Shares

67,520

Previous 67,635 0.17%

Holding current value

$5.45 Million

Previous $5.34 Billion 2.06%

% of portfolio

3.66%

Previous 3.8%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$75.75 - $80.65 $8,711 - $9,274	-115 Reduced 0.17%	67,520 $5.45 Billion
Q1 2025 May 07, 2025	BUY	$78.51 - $80.11 $5,338 - $5,447	68 Added 0.1%	67,635 $5.34 Billion
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

1,184

Shares Held

260M

Call Options Held

88.4M

Put Options Held

487M

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

More about HYG

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Wealth Forward, LLC Ishares Tr Transaction History