West Wealth Group, LLC Ishares Tr Edge High Yield Def Transaction History

West Wealth Group, LLC

$332 Million
Q4 2024

A detailed history of West Wealth Group, LLC transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, West Wealth Group, LLC holds 7,826 shares of HYDB stock, worth $372,439. This represents 0.11% of its overall portfolio holdings.

Number of Shares

7,826

Holding current value

$372,439

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	BUY	$46.68 - $47.95 $365,317 - $375,256	7,826 New	7,826 $367,000

Others Institutions Holding HYDB

# of Institutions

238

Shares Held

20.4M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

2.68M
Shares

$128 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$67.3 Million
0.03% of portfolio
State Of New Jersey Common Pension Fund D

1.21M
Shares

$57.7 Million
0.24% of portfolio
Wealthspire Advisors, LLC New York, NY

1.19M
Shares

$56.5 Million
0.56% of portfolio
Column Capital Advisors, LLC

691K
Shares

$32.9 Million
1.58% of portfolio

View Full List

About ISHARES TR EDGE HIGH YIELD DEF

Ticker HYDB
Sector ETFs
Industry ETFs

More about HYDB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of West Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Wealth Group, LLC with notifications on news.

Account

West Wealth Group, LLC Ishares Tr Edge High Yield Def Transaction History