A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 248,783 shares of USHY stock, worth $9.19 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
248,783
Previous 239,574 3.84%
Holding current value
$9.19 Million
Previous $8.69 Million 7.77%
% of portfolio
0.44%
Previous 0.37%

Shares

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

Oct 30, 2024

BUY
$36.06 - $37.66 $332,076 - $346,810
9,209 Added 3.84%
248,783 $9.37 Million
Q2 2024

Aug 06, 2024

BUY
$35.59 - $36.41 $568,657 - $581,758
15,978 Added 7.15%
239,574 $8.69 Million
Q1 2024

May 03, 2024

BUY
$36.0 - $36.66 $3.43 Million - $3.5 Million
95,406 Added 74.43%
223,596 $8.18 Million
Q4 2023

Feb 06, 2024

BUY
$33.79 - $36.59 $766,222 - $829,714
22,676 Added 21.49%
128,190 $4.66 Million
Q3 2023

Oct 13, 2023

BUY
$34.58 - $35.56 $405,070 - $416,549
11,714 Added 12.49%
105,514 $3.66 Million
Q2 2023

Aug 03, 2023

SELL
$34.61 - $35.48 $692,857 - $710,274
-20,019 Reduced 17.59%
93,800 $3.31 Million
Q1 2023

May 08, 2023

SELL
$34.35 - $36.15 $606,621 - $638,409
-17,660 Reduced 13.43%
113,819 $4.05 Million
Q4 2022

Feb 06, 2023

SELL
$33.49 - $35.59 $176,157 - $187,203
-5,260 Reduced 3.85%
131,479 $4.54 Million
Q3 2022

Nov 03, 2022

SELL
$33.56 - $37.12 $109,137 - $120,714
-3,252 Reduced 2.32%
136,739 $4.6 Million
Q2 2022

Jul 29, 2022

SELL
$34.25 - $38.92 $105,044 - $119,367
-3,067 Reduced 2.14%
139,991 $4.85 Million
Q1 2022

May 10, 2022

SELL
$37.82 - $41.16 $114,556 - $124,673
-3,029 Reduced 2.07%
143,058 $5.56 Million
Q4 2021

Feb 14, 2022

BUY
$40.46 - $41.49 $90,792 - $93,103
2,244 Added 1.56%
146,087 $6.02 Million
Q3 2021

Nov 10, 2021

BUY
$41.23 - $41.8 $346,373 - $351,161
8,401 Added 6.2%
143,843 $5.97 Million
Q2 2021

Aug 09, 2021

BUY
$40.95 - $41.72 $645,740 - $657,882
15,769 Added 13.18%
135,442 $5.65 Million
Q1 2021

May 05, 2021

BUY
$40.55 - $41.58 $2.92 Million - $2.99 Million
71,903 Added 150.52%
119,673 $4.93 Million
Q4 2020

Feb 09, 2021

BUY
$39.32 - $41.26 $378,572 - $397,251
9,628 Added 25.24%
47,770 $1.97 Million
Q3 2020

Nov 06, 2020

BUY
$38.18 - $40.04 $869,129 - $911,470
22,764 Added 148.03%
38,142 $1.51 Million
Q2 2020

Aug 10, 2020

BUY
$34.17 - $39.35 $525,466 - $605,124
15,378 New
15,378 $588,000

Others Institutions Holding USHY

About ISHARES TR BROAD USD HIGH YIEL


  • Ticker USHY
  • Sector ETFs
  • Industry ETFs
More about USHY
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