Householder Group Estate & Retirement Specialist, LLC Ishares Tr Broad Usd High Yiel Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$36.06 - $37.66 $84,344 - $88,086	-2,339 Reduced 47.9%	2,544 $95,000
Q2 2024 Jul 17, 2024	SELL	$35.59 - $36.41 $17,118 - $17,513	-481 Reduced 8.97%	4,883 $177,000
Q1 2024 May 03, 2024	BUY	$36.0 - $36.66 $1,368 - $1,393	38 Added 0.71%	5,364 $196,000
Q4 2023 Jan 23, 2024	SELL	$33.79 - $36.59 $68,661 - $74,350	-2,032 Reduced 27.62%	5,326 $193,000
Q3 2023 Oct 10, 2023	SELL	$34.58 - $35.56 $277,608 - $285,475	-8,028 Reduced 52.18%	7,358 $255,000
Q1 2023 Apr 13, 2023	BUY	$34.35 - $36.15 $528,509 - $556,203	15,386 New	15,386 $547,000
Q3 2022 Oct 11, 2022	SELL	$33.56 - $37.12 $151,590 - $167,671	-4,517 Reduced 20.93%	17,066 $573,000
Q2 2022 Jul 18, 2022	SELL	$34.25 - $38.92 $8,699 - $9,885	-254 Reduced 1.16%	21,583 $747,000
Q1 2022 Apr 18, 2022	SELL	$37.82 - $41.16 $37,630 - $40,954	-995 Reduced 4.36%	21,837 $849,000
Q4 2021 Apr 12, 2022	BUY	$40.46 - $41.49 $923,782 - $947,299	22,832 New	22,832 $940,000

Others Institutions Holding USHY

# of Institutions

619

Shares Held

518M

Call Options Held

Put Options Held

Prudential PLC London, England, X0

79.7M
Shares

$2.97 Billion
14.94% of portfolio
Wells Fargo & Company San Francisco, CA

39.8M
Shares

$1.48 Billion
0.32% of portfolio
Northern Trust Corp Chicago, IL

35M
Shares

$1.31 Billion
0.19% of portfolio
Bank Of America Corp Charlotte, NC

29.4M
Shares

$1.1 Billion
0.08% of portfolio
Black Rock Inc. New York, NY

27.2M
Shares

$1.01 Billion
0.02% of portfolio

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About ISHARES TR BROAD USD HIGH YIEL

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