Concurrent Investment Advisors, LLC Ishares Tr Broad Usd High Yiel Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 113,593 shares of USHY stock, worth $4.25 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

113,593

Previous 80,052 41.9%

Holding current value

$4.25 Million

Previous $3 Billion 42.92%

% of portfolio

0.07%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$37.14 - $37.85 $1.25 Million - $1.27 Million	33,541 Added 41.9%	113,593 $4.29 Billion
Q2 2025 Jul 25, 2025	BUY	$35.3 - $37.51 $947,769 - $1.01 Million	26,849 Added 50.47%	80,052 $3 Billion
Q1 2025 Apr 29, 2025	SELL	$36.63 - $37.45 $543,369 - $555,533	-14,834 Reduced 21.8%	53,203 $1.96 Billion
Q4 2024 Feb 03, 2025	BUY	$36.54 - $37.53 $86,672 - $89,021	2,372 Added 3.61%	68,037 $2.5 Billion
Q3 2024 Oct 30, 2024	BUY	$36.06 - $37.66 $321,078 - $335,324	8,904 Added 15.69%	65,665 $2.47 Billion
Q2 2024 Jul 30, 2024	BUY	$35.59 - $36.41 $226,138 - $231,349	6,354 Added 12.61%	56,761 $2.06 Billion
Q1 2024 May 07, 2024	BUY	$36.0 - $36.66 $694,296 - $707,024	19,286 Added 61.97%	50,407 $1.84 Billion
Q4 2023 Apr 15, 2024	BUY	$33.79 - $36.59 $1.05 Million - $1.14 Million	31,121 New	31,121 $1.13 Billion

Others Institutions Holding USHY

# of Institutions

641

Shares Held

520M

Call Options Held

Put Options Held

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About ISHARES TR BROAD USD HIGH YIEL

Ticker USHY
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Concurrent Investment Advisors, LLC Ishares Tr Broad Usd High Yiel Transaction History