Wealthspire Advisors, LLC Ishares Tr Edge High Yield Def Transaction History

Wealthspire Advisors, LLC

$9.93 Billion
Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 1,188,263 shares of HYDB stock, worth $56.4 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

1,188,263

Previous 1,054,970 12.63%

Holding current value

$56.4 Million

Previous $50.7 Million 10.18%

% of portfolio

0.56%

Previous 0.52%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$46.68 - $47.95 $6.22 Million - $6.39 Million	133,293 Added 12.63%	1,188,263 $55.9 Million
Q3 2024 Nov 13, 2024	BUY	$46.14 - $48.06 $43.9 Million - $45.7 Million	951,096 Added 915.62%	1,054,970 $50.7 Million
Q2 2024 Aug 08, 2024	BUY	$45.56 - $46.71 $2.8 Million - $2.87 Million	61,531 Added 145.32%	103,874 $4.82 Million
Q1 2024 May 06, 2024	BUY	$45.81 - $46.79 $1.94 Million - $1.98 Million	42,343 New	42,343 $1.98 Million

Others Institutions Holding HYDB

# of Institutions

201

Shares Held

13.8M

Call Options Held

Put Options Held

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About ISHARES TR EDGE HIGH YIELD DEF

Ticker HYDB
Sector ETFs
Industry ETFs

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Wealthspire Advisors, LLC Ishares Tr Edge High Yield Def Transaction History