Apex Wealth Management, LLC Ishares Tr Transaction History

Apex Wealth Management, LLC

$116 Billion
Q4 2024

A detailed history of Apex Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Apex Wealth Management, LLC holds 3,050 shares of HYG stock, worth $242,902. This represents 0.21% of its overall portfolio holdings.

Number of Shares

3,050

Holding current value

$242,902

% of portfolio

0.21%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$78.09 - $80.04 $238,174 - $244,122	3,050 New	3,050 $240 Million

Others Institutions Holding HYG

# of Institutions

1,160

Shares Held

224M

Call Options Held

95.6M

Put Options Held

320M

Clark Capital Management Group, Inc. Philadelphia, PA

22.7M
Shares

$1.81 Billion
12.94% of portfolio
Black Rock Inc. New York, NY

14.5M
Shares

$1.15 Billion
0.03% of portfolio
Morgan Stanley New York, NY

11M
Shares

$872 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

10.6M
Shares

$842 Million
0.14% of portfolio
Japan Science & Technology Agency Tokyo, M0

10.4M
Shares

$828 Million
13.99% of portfolio

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

More about HYG

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Apex Wealth Management, LLC Ishares Tr Transaction History