Wr Wealth Planners, LLC Ishares Tr Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 406 shares of HYG stock, worth $32,569. This represents 0.01% of its overall portfolio holdings.

Number of Shares

406

Previous 274 48.18%

Holding current value

$32,569

Previous $22,000 40.91%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$78.09 - $80.04 $10,307 - $10,565	132 Added 48.18%	406 $31,000
Q3 2024 Oct 17, 2024	SELL	$76.72 - $80.36 $1,918 - $2,009	-25 Reduced 8.36%	274 $22,000
Q2 2024 Jul 31, 2024	SELL	$75.68 - $77.45 $3,481 - $3,562	-46 Reduced 13.33%	299 $23,000
Q1 2024 Jul 31, 2024	BUY	$76.57 - $77.9 $26,416 - $26,875	345 New	345 $26,000
Q3 2023 Aug 01, 2024	BUY	$73.48 - $75.65 $3,306 - $3,404	45 Added 7.48%	647 $47.7 Million

Q2 2023 Aug 01, 2024	BUY	$73.57 - $75.42 $22,291 - $22,852	303 Added 101.34%	602 $45.2 Million
Q1 2023 Aug 01, 2024	BUY	$73.04 - $77.2 $19,720 - $20,844	270 Added 90.3%	569 $43 Million
Q3 2022 Oct 10, 2024	SELL	$71.13 - $78.94 $2,418 - $2,683	-34 Reduced 11.37%	265 $18.9 Million
Q2 2022 Oct 17, 2024	SELL	$73.1 - $82.57 $2,119 - $2,394	-29 Reduced 4.9%	563 $41.4 Million
Q1 2022 Oct 17, 2024	BUY	$79.97 - $86.97 $25,430 - $27,656	318 Added 116.06%	592 $48.7 Million

Others Institutions Holding HYG

# of Institutions

1,177

Shares Held

276M

Call Options Held

123M

Put Options Held

598M

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

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Wr Wealth Planners, LLC Ishares Tr Transaction History