Axis Wealth Partners, LLC Ishares Tr Transaction History

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025

A detailed history of Axis Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 8,940 shares of HYG stock, worth $717,166. This represents 0.42% of its overall portfolio holdings.

Number of Shares
8,940
Previous 10,775 17.03%
Holding current value
$717,166
Previous $869 Million 16.47%
% of portfolio
0.42%
Previous 0.57%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$79.85 - $81.32 $146,524 - $149,222
-1,835 Reduced 17.03%
8,940 $726 Million
Q2 2025

Jul 15, 2025
SELL
$75.75 - $80.65 $40,980 - $43,631
-541 Reduced 4.78%
10,775 $869 Million
Q1 2025

Apr 28, 2025
BUY
$78.51 - $80.11 $565,272 - $576,792
7,200 Added 174.93%
11,316 $893 Million
Q4 2024

Feb 07, 2025
BUY
$78.09 - $80.04 $321,418 - $329,444
4,116 New
4,116 $324 Million

Others Institutions Holding HYG

# of Institutions
1,178
Shares Held
276M
Call Options Held
123M
Put Options Held
598M
View Full List

About ISHARES TR

HYG Quotes by TradingView
  • Ticker HYG
  • Sector ETFs
  • Industry ETFs
More about HYG
Track This Portfolio

Track Axis Wealth Partners, LLC Portfolio

Follow Axis Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Axis Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email