Simplicity Wealth,Llc Ishares Tr Transaction History

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Ishares Tr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 15,076 shares of HYG stock, worth $1.2 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
15,076
Previous 15,535 2.95%
Holding current value
$1.2 Million
Previous $1.25 Million 4.97%
% of portfolio
0.26%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$78.09 - $80.04 $35,843 - $36,738
-459 Reduced 2.95%
15,076 $1.19 Million
Q3 2024

Oct 09, 2024
SELL
$76.72 - $80.36 $17,108 - $17,920
-223 Reduced 1.42%
15,535 $1.25 Million
Q2 2024

Jul 10, 2024
BUY
$75.68 - $77.45 $1,740 - $1,781
23 Added 0.15%
15,758 $1.22 Million
Q1 2024

Apr 24, 2024
BUY
$76.57 - $77.9 $1.2 Million - $1.23 Million
15,735 New
15,735 $1.22 Million

Others Institutions Holding HYG

# of Institutions
1,160
Shares Held
219M
Call Options Held
95.9M
Put Options Held
310M
View Full List

About ISHARES TR

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

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,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 Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email