Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Tr Broad Usd High Yiel Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.63 Billion
  • Q4 2024

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 21,635 shares of USHY stock, worth $806,769. This represents 0.03% of its overall portfolio holdings.

Number of Shares
21,635
Previous 18,672 15.87%
Holding current value
$806,769
Previous $703,000 13.09%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$36.54 - $37.53 $108,268 - $111,201
2,963 Added 15.87%
21,635 $795,000
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

# of Institutions
532
Shares Held
426M
Call Options Held
200
Put Options Held
0
View Full List

About ISHARES TR BROAD USD HIGH YIEL

USHY Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email