A detailed history of Joel Adams & Associates, Inc. transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 41,640 shares of USHY stock, worth $1.53 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares
41,640
Previous 37,948 9.73%
Holding current value
$1.53 Million
Previous $1.4 Billion 9.79%
% of portfolio
1.38%
Previous 1.27%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025

BUY
$36.63 - $37.45 $135,237 - $138,265
3,692 Added 9.73%
41,640 $1.53 Billion
Q4 2024

Jan 31, 2025

BUY
$36.54 - $37.53 $1.39 Million - $1.42 Million
37,948 New
37,948 $1.4 Billion

Others Institutions Holding USHY

About ISHARES TR BROAD USD HIGH YIEL


  • Ticker USHY
  • Sector ETFs
  • Industry ETFs
More about USHY
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