Avantax Advisory Services, Inc. Ishares Tr Broad Usd High Yiel Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 23,992 shares of USHY stock, worth $888,423. This represents 0.01% of its overall portfolio holdings.

Number of Shares

23,992

Previous 121,053 80.18%

Holding current value

$888,423

Previous $4.45 Million 80.17%

% of portfolio

0.01%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$36.63 - $37.45 $3.56 Million - $3.63 Million	-97,061 Reduced 80.18%	23,992 $883,000
Q4 2024 Feb 07, 2025	BUY	$36.54 - $37.53 $3.46 Million - $3.55 Million	94,710 Added 359.53%	121,053 $4.45 Million
Q3 2024 Nov 13, 2024	SELL	$36.06 - $37.66 $2.1 Million - $2.19 Million	-58,227 Reduced 68.85%	26,343 $991,000
Q2 2024 Aug 09, 2024	BUY	$35.59 - $36.41 $1.57 Million - $1.61 Million	44,185 Added 109.41%	84,570 $3.07 Million
Q1 2024 May 08, 2024	BUY	$36.0 - $36.66 $434,520 - $442,486	12,070 Added 42.63%	40,385 $1.48 Million
Q4 2023 Feb 07, 2024	BUY	$33.79 - $36.59 $412,305 - $446,471	12,202 Added 75.73%	28,315 $1.03 Million
Q3 2023 Nov 07, 2023	BUY	$34.58 - $35.56 $123,796 - $127,304	3,580 Added 28.56%	16,113 $559,000
Q2 2023 Aug 11, 2023	BUY	$34.61 - $35.48 $76,453 - $78,375	2,209 Added 21.4%	12,533 $442,000
Q1 2023 Apr 28, 2023	BUY	$34.35 - $36.15 $29,128 - $30,655	848 Added 8.95%	10,324 $367,000
Q4 2022 Feb 13, 2023	BUY	$33.49 - $35.59 $79,237 - $84,205	2,366 Added 33.28%	9,476 $327,000
Q3 2022 Nov 01, 2022	BUY	$33.56 - $37.12 $3,926 - $4,343	117 Added 1.67%	7,110 $239,000
Q2 2022 Aug 02, 2022	SELL	$34.25 - $38.92 $7,911 - $8,990	-231 Reduced 3.2%	6,993 $242,000
Q1 2022 Apr 27, 2022	BUY	$37.82 - $41.16 $5,862 - $6,379	155 Added 2.19%	7,224 $285,000
Q4 2021 Jan 24, 2022	BUY	$40.46 - $41.49 $286,011 - $293,292	7,069 New	7,069 $291,000

Others Institutions Holding USHY

# of Institutions

606

Shares Held

471M

Call Options Held

Put Options Held

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About ISHARES TR BROAD USD HIGH YIEL

Ticker USHY
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Avantax Advisory Services, Inc. Ishares Tr Broad Usd High Yiel Transaction History