Ae Wealth Management LLC Ishares Tr Broad Usd High Yiel Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Ae Wealth Management LLC holds 11,066 shares of USHY stock, worth $406,896. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,066
Previous 11,504 3.81%
Holding current value
$406,896
Previous $433,000 6.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 13, 2025
SELL
$36.54 - $37.53 $16,004 - $16,438
-438 Reduced 3.81%
11,066 $407,000
Q3 2024

Nov 14, 2024
BUY
$36.06 - $37.66 $13,919 - $14,536
386 Added 3.47%
11,504 $433,000
Q2 2024

Aug 12, 2024
SELL
$35.59 - $36.41 $12,919 - $13,216
-363 Reduced 3.16%
11,118 $403,000
Q1 2024

May 15, 2024
SELL
$36.0 - $36.66 $1.86 Million - $1.89 Million
-51,563 Reduced 81.79%
11,481 $420,000
Q4 2023

Feb 14, 2024
SELL
$33.79 - $36.59 $379,900 - $411,381
-11,243 Reduced 15.13%
63,044 $2.29 Million
Q3 2023

Oct 11, 2023
SELL
$34.58 - $35.56 $18,361 - $18,882
-531 Reduced 0.71%
74,287 $2.58 Million
Q2 2023

Jul 10, 2023
BUY
$34.61 - $35.48 $642,223 - $658,366
18,556 Added 32.98%
74,818 $2.64 Million
Q1 2023

Apr 14, 2023
BUY
$34.35 - $36.15 $234,644 - $246,940
6,831 Added 13.82%
56,262 $2 Million
Q4 2022

Jan 31, 2023
BUY
$33.49 - $35.59 $457,004 - $485,661
13,646 Added 38.13%
49,431 $1.71 Million
Q3 2022

Oct 25, 2022
BUY
$33.56 - $37.12 $105,210 - $116,371
3,135 Added 9.6%
35,785 $1.2 Million
Q2 2022

Aug 03, 2022
BUY
$34.25 - $38.92 $251,326 - $285,594
7,338 Added 28.99%
32,650 $1.13 Million
Q1 2022

Apr 18, 2022
SELL
$37.82 - $41.16 $727,392 - $791,630
-19,233 Reduced 43.18%
25,312 $984,000
Q4 2021

Jan 20, 2022
SELL
$40.46 - $41.49 $51,100 - $52,401
-1,263 Reduced 2.76%
44,545 $1.84 Million
Q3 2021

Nov 01, 2021
SELL
$41.23 - $41.8 $1.1 Million - $1.11 Million
-26,650 Reduced 36.78%
45,808 $1.9 Million
Q2 2021

Jul 21, 2021
BUY
$40.95 - $41.72 $515,806 - $525,505
12,596 Added 21.04%
72,458 $3.02 Million
Q1 2021

Apr 27, 2021
BUY
$40.55 - $41.58 $561,171 - $575,425
13,839 Added 30.07%
59,862 $2.47 Million
Q4 2020

Feb 01, 2021
SELL
$39.32 - $41.26 $7,588 - $7,963
-193 Reduced 0.42%
46,023 $1.9 Million
Q3 2020

Nov 06, 2020
BUY
$38.18 - $40.04 $1.38 Million - $1.44 Million
36,017 Added 353.14%
46,216 $1.82 Million
Q2 2020

Aug 05, 2020
BUY
$34.17 - $39.35 $348,499 - $401,330
10,199 New
10,199 $390,000

Others Institutions Holding USHY

# of Institutions
577
Shares Held
440M
Call Options Held
0
Put Options Held
0
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 Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email