Gerber Kawasaki Wealth & Investment Management Ishares Tr Broad Usd High Yiel Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.28 Billion
Q4 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 80,305 shares of USHY stock, worth $3.01 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

80,305

Previous 53,566 49.92%

Holding current value

$3.01 Million

Previous $2.02 Million 46.53%

% of portfolio

0.13%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$36.54 - $37.53 $977,043 - $1 Million	26,739 Added 49.92%	80,305 $2.95 Million
Q3 2024 Nov 13, 2024	BUY	$36.06 - $37.66 $987,899 - $1.03 Million	27,396 Added 104.68%	53,566 $2.02 Million
Q2 2024 Aug 13, 2024	BUY	$35.59 - $36.41 $252,724 - $258,547	7,101 Added 37.24%	26,170 $949,000
Q1 2024 May 13, 2024	BUY	$36.0 - $36.66 $686,484 - $699,069	19,069 New	19,069 $697,000
Q4 2021 Feb 11, 2022	SELL	$40.46 - $41.49 $40 - $41	-1 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$41.23 - $41.8 $41 - $41	1 New	1 $1,000

Others Institutions Holding USHY

# of Institutions

573

Shares Held

439M

Call Options Held

Put Options Held

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About ISHARES TR BROAD USD HIGH YIEL

Ticker USHY
Sector ETFs
Industry ETFs

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Gerber Kawasaki Wealth & Investment Management Ishares Tr Broad Usd High Yiel Transaction History