Heritage Wealth Advisors Ishares Tr Broad Usd High Yiel Transaction History

Heritage Wealth Advisors

$2.16 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 05, 2024	SELL	$35.59 - $36.41 $12,776 - $13,071	-359 Closed	0 $0
Q1 2024 May 08, 2024	BUY	$36.0 - $36.66 $12,924 - $13,160	359 New	359 $13,000

Others Institutions Holding USHY

# of Institutions

501

Shares Held

298M

Call Options Held

200

Put Options Held

0

Northern Trust Corp Chicago, IL

37.5M
Shares

$1.4 Billion
0.23% of portfolio
Black Rock Inc. New York, NY

27.2M
Shares

$1.01 Billion
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

24.3M
Shares

$907 Million
0.22% of portfolio
Tiaa Trust, National Association Charlotte, NC

17.6M
Shares

$656 Million
1.97% of portfolio
Jones Financial Companies Lllp

17.1M
Shares

$640 Million
0.72% of portfolio

About ISHARES TR BROAD USD HIGH YIEL

Ticker USHY
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