A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 108,043 shares of USHY stock, worth $3.99 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
108,043
Previous 113,166 4.53%
Holding current value
$3.99 Million
Previous $4.14 Million 5.34%
% of portfolio
0.06%
Previous 0.07%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$35.59 - $36.41 $182,327 - $186,528
-5,123 Reduced 4.53%
108,043 $3.92 Million
Q1 2024

Aug 13, 2024

SELL
$36.0 - $36.66 $497,448 - $506,567
-13,818 Reduced 10.88%
113,166 $4.14 Million
Q4 2023

Feb 15, 2024

SELL
$33.79 - $36.59 $395,647 - $428,432
-11,709 Reduced 8.44%
126,984 $4.62 Million
Q3 2023

Nov 15, 2023

BUY
$34.58 - $35.56 $74,416 - $76,525
2,152 Added 1.58%
138,693 $4.81 Million
Q2 2023

Aug 15, 2023

SELL
$34.61 - $35.48 $123,211 - $126,308
-3,560 Reduced 2.54%
136,541 $4.82 Million
Q1 2023

May 15, 2023

BUY
$34.35 - $36.15 $168,349 - $177,171
4,901 Added 3.62%
140,101 $4.98 Million
Q4 2022

Feb 16, 2023

BUY
$33.49 - $35.59 $4.47 Million - $4.76 Million
133,618 Added 8446.14%
135,200 $4.67 Million
Q4 2022

Feb 16, 2023

SELL
$33.49 - $35.59 $4.8 Billion - $5.1 Billion
-143,401,024 Reduced 100.0%
1,582 $54,000
Q4 2022

Feb 15, 2023

BUY
$33.49 - $35.59 $4.8 Billion - $5.1 Billion
143,273,011 Added 110554.43%
143,402,606 $4.95 Billion
Q3 2022

Nov 14, 2022

SELL
$33.56 - $37.12 $58,562 - $64,774
-1,745 Reduced 1.33%
129,595 $4.36 Million
Q2 2022

Aug 15, 2022

BUY
$34.25 - $38.92 $190,258 - $216,200
5,555 Added 4.42%
131,340 $4.55 Million
Q1 2022

May 11, 2022

BUY
$37.82 - $41.16 $410,498 - $446,750
10,854 Added 9.44%
125,785 $4.89 Million
Q4 2021

Feb 11, 2022

BUY
$40.46 - $41.49 $183,890 - $188,572
4,545 Added 4.12%
114,931 $4.73 Million
Q3 2021

Nov 12, 2021

BUY
$41.23 - $41.8 $469,733 - $476,227
11,393 Added 11.51%
110,386 $4.58 Million
Q2 2021

Aug 13, 2021

BUY
$40.95 - $41.72 $249,057 - $253,741
6,082 Added 6.55%
98,993 $4.13 Million
Q1 2021

May 14, 2021

BUY
$40.55 - $41.58 $656,017 - $672,681
16,178 Added 21.08%
92,911 $3.83 Million
Q4 2020

Feb 12, 2021

BUY
$39.32 - $41.26 $146,113 - $153,322
3,716 Added 5.09%
76,733 $3.17 Million
Q3 2020

Nov 13, 2020

BUY
$38.18 - $40.04 $824,840 - $865,024
21,604 Added 42.02%
73,017 $2.88 Million
Q2 2020

Aug 12, 2020

BUY
$34.17 - $39.35 $145,495 - $167,552
4,258 Added 9.03%
51,413 $1.97 Million
Q1 2020

May 13, 2020

BUY
$32.02 - $41.47 $58,500 - $75,765
1,827 Added 4.03%
47,155 $1.67 Million
Q4 2019

Feb 11, 2020

BUY
$40.37 - $41.24 $115,538 - $118,028
2,862 Added 6.74%
45,328 $1.86 Million
Q3 2019

Nov 12, 2019

BUY
$40.27 - $41.1 $86,137 - $87,912
2,139 Added 5.3%
42,466 $1.74 Million
Q2 2019

Aug 16, 2019

BUY
$39.8 - $48.93 $1.12 Million - $1.38 Million
28,129 Added 230.6%
40,327 $1.65 Million
Q2 2019

Aug 13, 2019

BUY
$39.8 - $48.93 $485,480 - $596,848
12,198 New
12,198 $1.65 Million

Others Institutions Holding USHY

About ISHARES TR BROAD USD HIGH YIEL


  • Ticker USHY
  • Sector ETFs
  • Industry ETFs
More about USHY
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.