Hcr Wealth Advisors Ishares Tr Bb Rated Corporate Transaction History

Hcr Wealth Advisors

$789 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$50.79 - $52.38 $233,634 - $240,948	-4,600 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$49.81 - $52.14 $229,126 - $239,844	4,600 New	4,600 $552,000

Others Institutions Holding HYBB

# of Institutions

52

Shares Held

9.31M

Call Options Held

0

Put Options Held

0

Stifel Financial Corp St. Louis, MO

2.4M
Shares

$112 Million
0.12% of portfolio
Benjamin F. Edwards & Company, Inc. St. Louis, MO

2.01M
Shares

$93.6 Million
1.63% of portfolio
Benjamin Edwards Inc Clayton, MO

1.85M
Shares

$86.1 Million
1.31% of portfolio
Confluence Investment Management LLC

738K
Shares

$34.3 Million
0.49% of portfolio
Alaska Permanent Fund Corp Juneau, AK

550K
Shares

$25.6 Million
0.38% of portfolio

About ISHARES TR BB RATED CORPORATE

Ticker HYBB
Sector ETFs
Industry ETFs

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