West Wealth Group, LLC Ishares Tr Edge High Yield Def Transaction History

West Wealth Group, LLC

$394 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 05, 2025	BUY	$46.82 - $47.8 $38,766 - $39,578	828 Added 10.58%	8,654 $407,000
Q4 2024 Jan 22, 2025	BUY	$46.68 - $47.95 $365,317 - $375,256	7,826 New	7,826 $367,000

Others Institutions Holding HYDB

# of Institutions

247

Shares Held

26.6M

Call Options Held

0

Put Options Held

0

Renaissancere Holdings LTD Pembroke, D0

5.06M
Shares

$238 Million
32.65% of portfolio
Bank Of America Corp Charlotte, NC

3.16M
Shares

$149 Million
0.01% of portfolio
Envestnet Asset Management Inc

1.39M
Shares

$65.7 Million
0.02% of portfolio
Wealthspire Advisors, LLC New York, NY

1.3M
Shares

$61.3 Million
0.33% of portfolio
Factory Mutual Insurance CO Waltham, MA

1.06M
Shares

$49.8 Million
0.5% of portfolio

About ISHARES TR EDGE HIGH YIELD DEF

Ticker HYDB
Sector ETFs
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