Neumann Capital Management, LLC Ishares Tr Broad Usd High Yiel Transaction History

Neumann Capital Management, LLC

$289 Million
Q1 2025

A detailed history of Neumann Capital Management, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Neumann Capital Management, LLC holds 28,114 shares of USHY stock, worth $1.04 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

28,114

Previous 25,364 10.84%

Holding current value

$1.04 Million

Previous $933,000 10.83%

% of portfolio

0.36%

Previous 0.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$36.63 - $37.45 $100,732 - $102,987	2,750 Added 10.84%	28,114 $1.03 Million
Q4 2024 Jan 21, 2025	BUY	$36.54 - $37.53 $132,055 - $135,633	3,614 Added 16.62%	25,364 $933,000
Q3 2024 Nov 06, 2024	BUY	$36.06 - $37.66 $84,741 - $88,500	2,350 Added 12.11%	21,750 $818,000
Q2 2024 Aug 09, 2024	BUY	$35.59 - $36.41 $314,971 - $322,228	8,850 Added 83.89%	19,400 $703,000
Q1 2024 May 08, 2024	BUY	$36.0 - $36.66 $25,200 - $25,661	700 Added 7.11%	10,550 $386,000
Q4 2023 Feb 07, 2024	BUY	$33.79 - $36.59 $118,265 - $128,065	3,500 Added 55.12%	9,850 $358,000
Q3 2023 Nov 03, 2023	BUY	$34.58 - $35.56 $219,583 - $225,806	6,350 New	6,350 $220,000

Others Institutions Holding USHY

# of Institutions

606

Shares Held

471M

Call Options Held

Put Options Held

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About ISHARES TR BROAD USD HIGH YIEL

Ticker USHY
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Neumann Capital Management, LLC Ishares Tr Broad Usd High Yiel Transaction History