A detailed history of Modera Wealth Management, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Modera Wealth Management, LLC holds 16,737 shares of USHY stock, worth $614,750. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,737
Previous 17,280 3.14%
Holding current value
$614,750
Previous $626,000 0.64%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$36.06 - $37.66 $19,580 - $20,449
-543 Reduced 3.14%
16,737 $630,000
Q2 2024

Jul 29, 2024

BUY
$35.59 - $36.41 $73,778 - $75,477
2,073 Added 13.63%
17,280 $626,000
Q1 2024

May 14, 2024

BUY
$36.0 - $36.66 $5,760 - $5,865
160 Added 1.06%
15,207 $556,000
Q4 2023

Feb 14, 2024

BUY
$33.79 - $36.59 $36,053 - $39,041
1,067 Added 7.63%
15,047 $546,000
Q3 2023

Nov 30, 2023

BUY
$34.58 - $35.56 $483,428 - $497,128
13,980 New
13,980 $485,000
Q2 2023

Aug 07, 2023

BUY
$34.61 - $35.48 $436,847 - $447,828
12,622 New
12,622 $445,000

Others Institutions Holding USHY

About ISHARES TR BROAD USD HIGH YIEL


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