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

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

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 23,686 shares of USHY stock, worth $887,040. This represents 0.05% of its overall portfolio holdings.

Number of Shares
23,686
Previous 20,348 16.4%
Holding current value
$887,040
Previous $749,000 18.56%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Aug 13, 2025
BUY
$35.3 - $37.51 $117,831 - $125,208
3,338 Added 16.4%
23,686 $888,000
Q1 2025

May 13, 2025
BUY
$36.63 - $37.45 $91,721 - $93,774
2,504 Added 14.03%
20,348 $749,000
Q4 2024

Feb 07, 2025
BUY
$36.54 - $37.53 $593,884 - $609,975
16,253 Added 1021.56%
17,844 $656,000
Q3 2024

Nov 08, 2024
SELL
$36.06 - $37.66 $4,002 - $4,180
-111 Reduced 6.52%
1,591 $59,000
Q2 2024

Aug 13, 2024
BUY
$35.59 - $36.41 $5,409 - $5,534
152 Added 9.81%
1,702 $61,000
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
$33.56 - $37.12 $3,053 - $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

# of Institutions
640
Shares Held
516M
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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