Independent Wealth Network Inc. Ishares Tr Broad Usd High Yiel Transaction History

Independent Wealth Network Inc.

$257 Million
Q2 2025

A detailed history of Independent Wealth Network Inc. transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Independent Wealth Network Inc. holds 16,740 shares of USHY stock, worth $626,578. This represents 0.24% of its overall portfolio holdings.

Number of Shares

16,740

Previous 16,971 1.36%

Holding current value

$626,578

Previous $624,000 0.48%

% of portfolio

0.24%

Previous 0.26%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$35.3 - $37.51 $8,154 - $8,664	-231 Reduced 1.36%	16,740 $627,000
Q1 2025 May 02, 2025	BUY	$36.63 - $37.45 $43,076 - $44,041	1,176 Added 7.45%	16,971 $624,000
Q4 2024 Jan 17, 2025	SELL	$36.54 - $37.53 $279,384 - $286,954	-7,646 Reduced 32.62%	15,795 $581,000
Q3 2024 Oct 15, 2024	BUY	$36.06 - $37.66 $139,155 - $145,329	3,859 Added 19.71%	23,441 $882,000
Q2 2024 Jul 18, 2024	BUY	$35.59 - $36.41 $105,381 - $107,810	2,961 Added 17.81%	19,582 $710,000
Q1 2024 May 20, 2024	BUY	$36.0 - $36.66 $598,356 - $609,325	16,621 New	16,621 $608,000
Q4 2023 Jan 12, 2024	BUY	$33.79 - $36.59 $25,342 - $27,442	750 Added 4.79%	16,402 $596,000
Q3 2023 Oct 11, 2023	BUY	$34.58 - $35.56 $151,633 - $155,930	4,385 Added 38.92%	15,652 $543,000
Q2 2023 Jul 12, 2023	BUY	$34.61 - $35.48 $168,654 - $172,894	4,873 Added 76.21%	11,267 $397,000
Q1 2023 Apr 18, 2023	BUY	$34.35 - $36.15 $17,999 - $18,942	524 Added 8.93%	6,394 $227,000
Q4 2022 Jan 25, 2023	BUY	$33.49 - $35.59 $196,586 - $208,913	5,870 New	5,870 $0

Others Institutions Holding USHY

# of Institutions

612

Shares Held

486M

Call Options Held

Put Options Held

View Full List

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 Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

Independent Wealth Network Inc. Ishares Tr Broad Usd High Yiel Transaction History