Sax Wealth Advisors, LLC Ishares Tr Edge High Yield Def Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 133,240 shares of HYDB stock, worth $6.3 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

133,240

Previous 108,161 23.19%

Holding current value

$6.3 Million

Previous $5.2 Million 20.49%

% of portfolio

0.5%

Previous 0.47%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$46.68 - $47.95 $1.17 Million - $1.2 Million	25,079 Added 23.19%	133,240 $6.26 Million
Q3 2024 Oct 17, 2024	BUY	$46.14 - $48.06 $1.38 Million - $1.44 Million	29,951 Added 38.3%	108,161 $5.2 Million
Q2 2024 Jul 12, 2024	BUY	$45.56 - $46.71 $3.18 Million - $3.26 Million	69,734 Added 822.72%	78,210 $3.63 Million
Q1 2024 May 13, 2024	BUY	$45.81 - $46.79 $388,285 - $396,592	8,476 New	8,476 $395,000

Others Institutions Holding HYDB

# of Institutions

203

Shares Held

13.9M

Call Options Held

Put Options Held

View Full List

About ISHARES TR EDGE HIGH YIELD DEF

Ticker HYDB
Sector ETFs
Industry ETFs

More about HYDB

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Sax Wealth Advisors, LLC Ishares Tr Edge High Yield Def Transaction History