A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 28,687 shares of USHY stock, worth $1.06 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
28,687
Previous 60,906 52.9%
Holding current value
$1.06 Million
Previous $2.21 Million 51.11%
% of portfolio
0.01%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$36.06 - $37.66 $1.16 Million - $1.21 Million
-32,219 Reduced 52.9%
28,687 $1.08 Million
Q2 2024

Jul 22, 2024

SELL
$35.59 - $36.41 $302,016 - $308,975
-8,486 Reduced 12.23%
60,906 $2.21 Million
Q1 2024

May 13, 2024

SELL
$36.0 - $36.66 $887,400 - $903,668
-24,650 Reduced 26.21%
69,392 $2.54 Million
Q4 2023

Feb 02, 2024

SELL
$33.79 - $36.59 $135,024 - $146,213
-3,996 Reduced 4.08%
94,042 $3.42 Million
Q3 2023

Nov 08, 2023

BUY
$34.58 - $35.56 $2.1 Million - $2.16 Million
60,803 Added 163.3%
98,038 $3.4 Million
Q2 2023

Aug 03, 2023

BUY
$34.61 - $35.48 $292,004 - $299,344
8,437 Added 29.3%
37,235 $1.31 Million
Q1 2023

Aug 22, 2023

BUY
$34.35 - $36.15 $121,736 - $128,115
3,544 Added 9.52%
40,779 $1.45 Million
Q1 2023

Jun 14, 2023

SELL
$34.35 - $36.15 $411,547 - $433,113
-11,981 Reduced 29.38%
28,798 $1.02 Million
Q1 2023

May 10, 2023

BUY
$34.35 - $36.15 $411,547 - $433,113
11,981 Added 41.6%
40,779 $1.45 Million
Q4 2022

Aug 30, 2023

SELL
$33.49 - $35.59 $282,555 - $300,272
-8,437 Reduced 22.66%
28,798 $994,000
Q4 2022

Feb 13, 2023

BUY
$33.49 - $35.59 $46,551 - $49,470
1,390 Added 5.07%
28,798 $994,000
Q3 2022

Feb 13, 2023

SELL
$33.56 - $37.12 $535,751 - $592,583
-15,964 Reduced 36.81%
27,408 $931,000
Q3 2022

Nov 14, 2022

BUY
$33.56 - $37.12 $635,559 - $702,978
18,938 Added 77.51%
43,372 $1.48 Million
Q2 2022

Aug 15, 2022

SELL
$34.25 - $38.92 $1.23 Million - $1.4 Million
-35,962 Reduced 59.54%
24,434 $846,000
Q1 2022

May 16, 2022

BUY
$37.82 - $41.16 $2.28 Million - $2.49 Million
60,396 New
60,396 $2.35 Million

Others Institutions Holding USHY

About ISHARES TR BROAD USD HIGH YIEL


  • Ticker USHY
  • Sector ETFs
  • Industry ETFs
More about USHY
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. 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 Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.