Financial & Tax Architects, LLC Ishares Tr Broad Usd High Yiel Transaction History

Financial & Tax Architects, LLC

$393 Billion
Q4 2024

A detailed history of Financial & Tax Architects, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 91,639 shares of USHY stock, worth $3.41 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

91,639

Previous 86,023 6.53%

Holding current value

$3.41 Million

Previous $3.24 Billion 4.1%

% of portfolio

0.86%

Previous 0.83%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$36.54 - $37.53 $205,208 - $210,768	5,616 Added 6.53%	91,639 $3.37 Billion
Q3 2024 Nov 13, 2024	BUY	$36.06 - $37.66 $263,021 - $274,692	7,294 Added 9.26%	86,023 $3.24 Billion
Q2 2024 Aug 09, 2024	BUY	$35.59 - $36.41 $205,211 - $209,940	5,766 Added 7.9%	78,729 $2.86 Billion
Q1 2024 May 08, 2024	BUY	$36.0 - $36.66 $174,780 - $177,984	4,855 Added 7.13%	72,963 $2.67 Billion
Q4 2023 Jan 25, 2024	SELL	$33.79 - $36.59 $21,084 - $22,832	-624 Reduced 0.91%	68,108 $2.48 Billion
Q3 2023 Oct 19, 2023	BUY	$34.58 - $35.56 $2.38 Million - $2.44 Million	68,732 New	68,732 $2.39 Billion

Others Institutions Holding USHY

# of Institutions

573

Shares Held

440M

Call Options Held

Put Options Held

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About ISHARES TR BROAD USD HIGH YIEL

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Financial & Tax Architects, LLC Ishares Tr Broad Usd High Yiel Transaction History