Heritage Oak Wealth Advisors LLC Ishares Tr Broad Usd High Yiel Transaction History

Heritage Oak Wealth Advisors LLC

  • $213 Billion
  • Q4 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 78,201 shares of USHY stock, worth $2.9 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
78,201
Previous 52,946 47.7%
Holding current value
$2.9 Million
Previous $1.99 Billion 44.33%
% of portfolio
1.35%
Previous 0.92%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$36.54 - $37.53 $922,817 - $947,820
25,255 Added 47.7%
78,201 $2.88 Billion
Q3 2024

Oct 23, 2024
BUY
$36.06 - $37.66 $1.91 Million - $1.99 Million
52,946 New
52,946 $1.99 Billion

Others Institutions Holding USHY

# of Institutions
541
Shares Held
438M
Call Options Held
200
Put Options Held
0
View Full List

About ISHARES TR BROAD USD HIGH YIEL

USHY Quotes by TradingView
  • Ticker USHY
  • Sector ETFs
  • Industry ETFs
More about USHY
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