Kingsview Wealth Management, LLC Ishares Tr Edge High Yield Def Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 13,261 shares of HYDB stock, worth $629,499. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,261

Previous 13,959 5.0%

Holding current value

$629,499

Previous $670,000 7.01%

% of portfolio

0.01%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$46.68 - $47.95 $32,582 - $33,469	-698 Reduced 5.0%	13,261 $623,000
Q3 2024 Nov 12, 2024	BUY	$46.14 - $48.06 $10,012 - $10,429	217 Added 1.58%	13,959 $670,000
Q2 2024 Aug 14, 2024	SELL	$45.56 - $46.71 $21,139 - $21,673	-464 Reduced 3.27%	13,742 $638,000
Q1 2024 May 09, 2024	SELL	$45.81 - $46.79 $4,581 - $4,679	-100 Reduced 0.7%	14,206 $663,000
Q4 2023 Feb 08, 2024	SELL	$42.96 - $46.57 $112,598 - $122,059	-2,621 Reduced 15.48%	14,306 $660,000
Q3 2023 Nov 07, 2023	SELL	$43.79 - $45.2 $47,205 - $48,725	-1,078 Reduced 5.99%	16,927 $743,000
Q2 2023 Aug 10, 2023	BUY	$43.85 - $44.7 $44,902 - $45,772	1,024 Added 6.03%	18,005 $804,000
Q1 2023 May 15, 2023	BUY	$43.32 - $45.54 $735,616 - $773,314	16,981 New	16,981 $758,000

Others Institutions Holding HYDB

# of Institutions

240

Shares Held

20.5M

Call Options Held

Put Options Held

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About ISHARES TR EDGE HIGH YIELD DEF

Ticker HYDB
Sector ETFs
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Kingsview Wealth Management, LLC Ishares Tr Edge High Yield Def Transaction History