Goal Vest Advisory LLC Ishares Tr Broad Usd High Yiel Transaction History

Goal Vest Advisory LLC

$331 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 15, 2024	SELL	$36.0 - $36.66 $21,636 - $22,032	-601 Reduced 35.58%	1,088 $39,000
Q4 2023 Jan 02, 2024	SELL	$33.79 - $36.59 $329,182 - $356,459	-9,742 Reduced 85.22%	1,689 $61,000
Q3 2023 Oct 10, 2023	BUY	$34.58 - $35.56 $99,659 - $102,483	2,882 Added 33.71%	11,431 $396,000
Q2 2023 Jul 17, 2023	BUY	$34.61 - $35.48 $295,880 - $303,318	8,549 New	8,549 $301,000
Q2 2022 Jul 06, 2022	BUY	$34.25 - $38.92 $384,627 - $437,071	11,230 Added 23.05%	59,941 $2.08 Million
Q1 2022 May 03, 2022	BUY	$37.82 - $41.16 $514,162 - $559,570	13,595 Added 38.71%	48,711 $1.89 Million
Q2 2021 Sep 01, 2021	BUY	$40.95 - $41.72 $195,863 - $199,546	4,783 Added 15.77%	35,116 $1.47 Million
Q1 2021 May 13, 2021	SELL	$40.55 - $41.58 $482,747 - $495,009	-11,905 Reduced 28.19%	30,333 $1.25 Million
Q4 2020 Jan 28, 2021	BUY	$39.32 - $41.26 $1.66 Million - $1.74 Million	42,238 New	42,238 $1.74 Million

Others Institutions Holding USHY

# of Institutions

529

Shares Held

426M

Call Options Held

200

Put Options Held

0

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 Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.