A detailed history of Beacon Capital Management, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Beacon Capital Management, LLC holds 6,250 shares of USHY stock, worth $232,750. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,250
Previous 4,079 53.22%
Holding current value
$232,750
Previous $147,000 59.86%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 07, 2024

BUY
$36.06 - $37.66 $78,286 - $81,759
2,171 Added 53.22%
6,250 $235,000
Q2 2024

Jul 24, 2024

SELL
$35.59 - $36.41 $16,300 - $16,675
-458 Reduced 10.09%
4,079 $147,000
Q1 2024

May 16, 2024

SELL
$36.0 - $36.66 $35,820 - $36,476
-995 Reduced 17.99%
4,537 $166,000
Q4 2023

Jan 09, 2024

BUY
$33.79 - $36.59 $2,669 - $2,890
79 Added 1.45%
5,532 $201,000
Q2 2023

Jul 12, 2023

BUY
$34.61 - $35.48 $188,728 - $193,472
5,453 New
5,453 $192,000

Others Institutions Holding USHY

About ISHARES TR BROAD USD HIGH YIEL


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

Track Beacon Capital Management, LLC Portfolio

Follow Beacon Capital 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 Beacon Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Capital Management, LLC with notifications on news.