Montag A & Associates Inc Ishares Tr Broad Usd High Yiel Transaction History

Montag A & Associates Inc

$1.97 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 11, 2023	BUY	$34.35 - $36.15 $33,972 - $35,752	989 Added 86.0%	2,139 $76,000
Q3 2022 Nov 09, 2022	BUY	$33.56 - $37.12 $38,594 - $42,688	1,150 New	1,150 $39,000

Others Institutions Holding USHY

# of Institutions

502

Shares Held

299M

Call Options Held

200

Put Options Held

0

Northern Trust Corp Chicago, IL

37.5M
Shares

$1.4 Billion
0.23% of portfolio
Black Rock Inc. New York, NY

27.2M
Shares

$1.02 Billion
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

24.3M
Shares

$911 Million
0.22% of portfolio
Tiaa Trust, National Association Charlotte, NC

17.6M
Shares

$659 Million
1.97% of portfolio
Jones Financial Companies Lllp

17.1M
Shares

$643 Million
0.72% of portfolio

About ISHARES TR BROAD USD HIGH YIEL

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