Ep Wealth Advisors, LLC Ishares Tr Broad Usd High Yiel Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 5,777 shares of USHY stock, worth $216,348. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,777
Previous 8,272 30.16%
Holding current value
$216,348
Previous $304,000 28.95%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$35.3 - $37.51 $88,073 - $93,587
-2,495 Reduced 30.16%
5,777 $216,000
Q1 2025

May 15, 2025
SELL
$36.63 - $37.45 $160,329 - $163,918
-4,377 Reduced 34.6%
8,272 $304,000
Q4 2024

Feb 13, 2025
BUY
$36.54 - $37.53 $462,194 - $474,716
12,649 New
12,649 $465,000
Q2 2021

Aug 24, 2021
SELL
$40.95 - $41.72 $216,748 - $220,823
-5,293 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$40.55 - $41.58 $214,631 - $220,082
5,293 New
5,293 $218,000

Others Institutions Holding USHY

# of Institutions
646
Shares Held
520M
Call Options Held
0
Put Options Held
0
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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