Heritage Family Offices, LLP Ishares Tr Broad Usd High Yiel Transaction History

Heritage Family Offices, LLP

  • $196 Billion
  • Q1 2025

A detailed history of Heritage Family Offices, LLP transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Heritage Family Offices, LLP holds 251,424 shares of USHY stock, worth $9.38 Million. This represents 4.73% of its overall portfolio holdings.

Number of Shares
251,424
Previous 256,955 2.15%
Holding current value
$9.38 Million
Previous $9.45 Billion 2.1%
% of portfolio
4.73%
Previous 4.72%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$36.63 - $37.45 $202,600 - $207,135
-5,531 Reduced 2.15%
251,424 $9.25 Billion
Q4 2024

Jan 14, 2025
BUY
$36.54 - $37.53 $510,865 - $524,706
13,981 Added 5.75%
256,955 $9.45 Billion
Q3 2024

Oct 16, 2024
BUY
$36.06 - $37.66 $69,487 - $72,570
1,927 Added 0.8%
242,974 $9.15 Billion
Q2 2024

Aug 01, 2024
BUY
$35.59 - $36.41 $8.58 Million - $8.78 Million
241,047 New
241,047 $8.75 Billion

Others Institutions Holding USHY

# of Institutions
606
Shares Held
472M
Call Options Held
0
Put Options Held
2
View Full List

About ISHARES TR BROAD USD HIGH YIEL

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

Track Heritage Family Offices, LLP Portfolio

Follow Heritage Family Offices, LLP 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 Heritage Family Offices, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Family Offices, LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email