Octavia Wealth Advisors, LLC Ishares Tr Broad Usd High Yiel Transaction History

Octavia Wealth Advisors, LLC

  • $871 Million
  • Q2 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 87,478 shares of USHY stock, worth $3.26 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
87,478
Previous 86,208 1.47%
Holding current value
$3.26 Million
Previous $3.17 Million 3.53%
% of portfolio
0.38%
Previous 0.39%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$35.3 - $37.51 $44,831 - $47,637
1,270 Added 1.47%
87,478 $3.28 Million
Q1 2025

Apr 14, 2025
BUY
$36.63 - $37.45 $655,896 - $670,579
17,906 Added 26.22%
86,208 $3.17 Million
Q4 2024

Jan 17, 2025
BUY
$36.54 - $37.53 $157,633 - $161,904
4,314 Added 6.74%
68,302 $2.51 Million
Q3 2024

Oct 10, 2024
BUY
$36.06 - $37.66 $612,443 - $639,617
16,984 Added 36.13%
63,988 $2.41 Million
Q2 2024

Aug 01, 2024
BUY
$35.59 - $36.41 $313,725 - $320,954
8,815 Added 23.08%
47,004 $1.71 Million
Q1 2024

Apr 15, 2024
BUY
$36.0 - $36.66 $1.05 Million - $1.07 Million
29,054 Added 318.05%
38,189 $1.4 Million
Q4 2023

Jan 30, 2024
BUY
$33.79 - $36.59 $308,671 - $334,249
9,135 New
9,135 $332,000
Q1 2021

May 10, 2021
SELL
$40.55 - $41.58 $244,475 - $250,685
-6,029 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$39.32 - $41.26 $237,060 - $248,756
6,029 New
6,029 $249,000

Others Institutions Holding USHY

# of Institutions
619
Shares Held
503M
Call Options Held
0
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
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