A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 18,672 shares of USHY stock, worth $695,532. This represents 0.03% of its overall portfolio holdings.

Number of Shares
18,672
Previous 19,607 4.77%
Holding current value
$695,532
Previous $711,000 1.13%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 08, 2024

SELL
$36.06 - $37.66 $33,716 - $35,212
-935 Reduced 4.77%
18,672 $703,000
Q2 2024

Aug 13, 2024

SELL
$35.59 - $36.41 $1,993 - $2,038
-56 Reduced 0.28%
19,607 $711,000
Q1 2024

Apr 30, 2024

BUY
$36.0 - $36.66 $273,168 - $278,176
7,588 Added 62.84%
19,663 $719,000
Q4 2023

Jan 30, 2024

BUY
$33.79 - $36.59 $29,701 - $32,162
879 Added 7.85%
12,075 $438,000
Q3 2023

Oct 17, 2023

BUY
$34.58 - $35.56 $16,218 - $16,677
469 Added 4.37%
11,196 $388,000
Q2 2023

Jul 19, 2023

SELL
$34.61 - $35.48 $1,211 - $1,241
-35 Reduced 0.33%
10,727 $378,000
Q1 2023

May 10, 2023

BUY
$34.35 - $36.15 $1,202 - $1,265
35 Added 0.33%
10,762 $382,000
Q3 2022

Oct 26, 2022

BUY
$33.56 - $37.12 $359,998 - $398,186
10,727 New
10,727 $360,000
Q2 2022

Aug 10, 2022

SELL
$34.25 - $38.92 $7,295 - $8,289
-213 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$37.82 - $41.16 $8,055 - $8,767
213 New
213 $8,000
Q1 2021

May 11, 2021

SELL
$40.55 - $41.58 $11,232 - $11,517
-277 Closed
0 $0
Q4 2020

Feb 09, 2021

BUY
$39.32 - $41.26 $10,891 - $11,429
277 New
277 $11,000

Others Institutions Holding USHY

About ISHARES TR BROAD USD HIGH YIEL


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

Track Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio

Follow Nelson, Van Denburg & Campbell Wealth Management Group, 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 Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.