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

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

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 17,844 shares of USHY stock, worth $644,882. This represents 0.04% of its overall portfolio holdings.

Number of Shares

17,844

Previous 1,591 1021.56%

Holding current value

$644,882

Previous $59,000 1011.86%

% of portfolio

0.04%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

583

Shares Held

442M

Call Options Held

Put Options Held

View Full List

About ISHARES TR BROAD USD HIGH YIEL

Ticker USHY
Sector ETFs
Industry ETFs

More about USHY

Track This Portfolio

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.

Account

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