A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,550 shares of USHY stock, worth $56,203. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,550
Previous 1,524 1.71%
Holding current value
$56,203
Previous $55,000 1.82%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024

BUY
$36.0 - $36.66 $936 - $953
26 Added 1.71%
1,550 $56,000
Q4 2023

Feb 09, 2024

BUY
$33.79 - $36.59 $43,859 - $47,493
1,298 Added 574.34%
1,524 $55,000
Q2 2023

Aug 04, 2023

BUY
$34.61 - $35.48 $7,821 - $8,018
226 New
226 $7,000
Q3 2022

Nov 07, 2022

SELL
$34.0 - $37.12 $3,094 - $3,377
-91 Reduced 21.77%
327 $11,000
Q2 2022

Aug 01, 2022

BUY
$34.25 - $38.92 $14,316 - $16,268
418 New
418 $14,000

Others Institutions Holding USHY

About ISHARES TR BROAD USD HIGH YIEL


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

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.