Wr Wealth Planners, LLC Ishares 0 5 Year High Yield CO Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 452 shares of SHYG stock, worth $19,313. This represents 0.01% of its overall portfolio holdings.

Number of Shares

452

Previous 583 22.47%

Holding current value

$19,313

Previous $25,000 24.0%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$42.33 - $43.3 $5,545 - $5,672	-131 Reduced 22.47%	452 $19,000
Q1 2024 Jul 31, 2024	BUY	$41.98 - $42.63 $24,474 - $24,853	583 New	583 $24,000
Q3 2023 Aug 01, 2024	SELL	$40.9 - $41.68 $654 - $666	-16 Reduced 1.1%	1,439 $59 Million
Q2 2023 Aug 01, 2024	BUY	$40.8 - $41.55 $35,577 - $36,231	872 Added 149.57%	1,455 $60.3 Million
Q1 2023 Aug 01, 2024	BUY	$40.65 - $42.2 $63,576 - $66,000	1,564 Added 268.27%	2,147 $89.5 Million

Q4 2022 Oct 10, 2024	BUY	$39.79 - $41.87 $333,838 - $351,289	8,390 Added 299.22%	11,194 $458 Million
Q3 2022 Oct 10, 2024	BUY	$39.82 - $42.66 $88,440 - $94,747	2,221 Added 380.96%	2,804 $112 Million
Q2 2022 Oct 17, 2024	BUY	$40.27 - $44.02 $1,288 - $1,408	32 Added 1.08%	3,002 $122 Million
Q1 2022 Oct 17, 2024	BUY	$43.01 - $45.26 $102,664 - $108,035	2,387 Added 409.43%	2,970 $131 Million

Others Institutions Holding SHYG

# of Institutions

615

Shares Held

140M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR HIGH YIELD CO

Ticker SHYG
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Wr Wealth Planners, LLC Ishares 0 5 Year High Yield CO Transaction History