Congress Wealth Management LLC Ishares Tr Broad Usd High Yiel Transaction History

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Congress Wealth Management LLC holds 10,131 shares of USHY stock, worth $374,441. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,131
Previous 7,373 37.41%
Holding current value
$374,441
Previous $271,000 37.27%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$36.63 - $37.45 $101,025 - $103,287
2,758 Added 37.41%
10,131 $372,000
Q4 2024

Feb 11, 2025
BUY
$36.54 - $37.53 $146 - $150
4 Added 0.05%
7,373 $271,000
Q3 2024

Nov 12, 2024
BUY
$36.06 - $37.66 $1,658 - $1,732
46 Added 0.63%
7,369 $277,000
Q2 2024

Aug 13, 2024
BUY
$35.59 - $36.41 $260,625 - $266,630
7,323 New
7,323 $265,000
Q4 2023

Feb 09, 2024
SELL
$33.79 - $36.59 $98,362 - $106,513
-2,911 Reduced 27.47%
7,686 $279,000
Q3 2023

Oct 30, 2023
BUY
$34.58 - $35.56 $102,633 - $105,542
2,968 Added 38.9%
10,597 $367,000
Q2 2023

Jul 13, 2023
SELL
$34.61 - $35.48 $6,472 - $6,634
-187 Reduced 2.39%
7,629 $269,000
Q1 2023

Apr 14, 2023
SELL
$34.35 - $36.15 $1,477 - $1,554
-43 Reduced 0.55%
7,816 $277,000
Q4 2022

Feb 02, 2023
SELL
$33.49 - $35.59 $8,908 - $9,466
-266 Reduced 3.27%
7,859 $271,000
Q3 2022

Nov 08, 2022
SELL
$33.56 - $37.12 $4,127 - $4,565
-123 Reduced 1.49%
8,125 $273,000
Q2 2022

Aug 11, 2022
SELL
$34.25 - $38.92 $174,743 - $198,569
-5,102 Reduced 38.22%
8,248 $285,000
Q1 2022

May 16, 2022
SELL
$37.82 - $41.16 $150,674 - $163,981
-3,984 Reduced 22.98%
13,350 $518,000
Q4 2021

Feb 04, 2022
BUY
$40.46 - $41.49 $701,333 - $719,187
17,334 New
17,334 $714,000

Others Institutions Holding USHY

# of Institutions
606
Shares Held
471M
Call Options Held
0
Put Options Held
2
View Full List

About ISHARES TR BROAD USD HIGH YIEL

USHY Quotes by TradingView
  • Ticker USHY
  • Sector ETFs
  • Industry ETFs
More about USHY
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