Heritage Financial Services, LLC Ishares Tr Broad Usd High Yiel Transaction History

Heritage Financial Services, LLC

$732 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	BUY	$34.25 - $38.92 $169,811 - $192,965	4,958 New	4,958 $171,000

Others Institutions Holding USHY

# of Institutions

528

Shares Held

427M

Call Options Held

200

Put Options Held

0

Jpmorgan Chase & CO New York, NY

64M
Shares

$2.38 Billion
0.2% of portfolio
Prudential PLC London, England, X0

59.8M
Shares

$2.23 Billion
11.5% of portfolio
Northern Trust Corp Chicago, IL

38.9M
Shares

$1.45 Billion
0.24% of portfolio
Wells Fargo & Company San Francisco, CA

34.5M
Shares

$1.29 Billion
0.3% of portfolio
Black Rock Inc. New York, NY

27.2M
Shares

$1.01 Billion
0.02% of portfolio

About ISHARES TR BROAD USD HIGH YIEL

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