Modern Wealth Management, LLC Ishares Tr Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 6,067 shares of HYG stock, worth $486,694. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,067
Holding current value
$486,694
% of portfolio
0.01%

Shares

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

Nov 12, 2025
BUY
$79.85 - $81.32 $484,449 - $493,368
6,067 New
6,067 $493 Million
Q1 2025

May 15, 2025
SELL
$78.51 - $80.11 $412,570 - $420,978
-5,255 Reduced 61.48%
3,293 $260 Million
Q4 2024

May 30, 2025
BUY
$78.09 - $80.04 $153,056 - $156,878
1,960 Added 59.52%
5,253 $413,000
Q4 2024

May 29, 2025
BUY
$78.09 - $80.04 $153,056 - $156,878
1,960 Added 59.52%
5,253 $413,000
Q4 2024

Feb 11, 2025
BUY
$78.09 - $80.04 $24,129 - $24,732
309 Added 3.75%
8,548 $680 Million
Q3 2024

May 30, 2025
BUY
$76.72 - $80.36 $379,380 - $397,380
4,945 Added 150.17%
8,238 $661,000
Q3 2024

May 29, 2025
BUY
$76.72 - $80.36 $379,380 - $397,380
4,945 Added 150.17%
8,238 $661,000
Q3 2024

Nov 05, 2024
SELL
$76.72 - $80.36 $1,687 - $1,767
-22 Reduced 0.27%
8,239 $662 Million
Q2 2024

May 29, 2025
BUY
$75.68 - $77.45 $375,902 - $384,694
4,967 Added 150.84%
8,260 $637,000
Q1 2024

May 28, 2025
BUY
$76.57 - $77.9 $380,399 - $387,007
4,968 Added 150.87%
8,261 $642 Million
Q1 2024

May 13, 2024
BUY
$76.57 - $77.9 $241,884 - $246,086
3,159 Added 61.92%
8,261 $635 Million
Q4 2023

May 28, 2025
BUY
$71.78 - $77.94 $132,003 - $143,331
1,839 Added 55.85%
5,132 $397 Million
Q4 2023

Feb 14, 2024
BUY
$71.78 - $77.94 $366,221 - $397,649
5,102 New
5,102 $395 Million

Others Institutions Holding HYG

# of Institutions
1,178
Shares Held
277M
Call Options Held
124M
Put Options Held
605M
View Full List

About ISHARES TR

HYG Quotes by TradingView
  • Ticker HYG
  • Sector ETFs
  • Industry ETFs
More about HYG
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