Personal Cfo Solutions, LLC Ishares Tr Broad Usd High Yiel Transaction History

Personal Cfo Solutions, LLC

$636 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 02, 2022	SELL	$37.82 - $41.16 $327,785 - $356,733	-8,667 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$40.46 - $41.49 $4,936 - $5,061	122 Added 1.43%	8,667 $357,000
Q3 2021 Nov 18, 2021	SELL	$41.23 - $41.8 $13,317 - $13,501	-323 Reduced 3.64%	8,545 $355,000
Q2 2021 Jul 22, 2021	BUY	$40.95 - $41.72 $35,831 - $36,505	875 Added 10.95%	8,868 $370,000
Q1 2021 Apr 21, 2021	BUY	$40.55 - $41.58 $932 - $956	23 Added 0.29%	7,993 $329,000
Q4 2020 Feb 09, 2021	BUY	$39.32 - $41.26 $17,025 - $17,865	433 Added 5.74%	7,970 $328,000
Q3 2020 Nov 02, 2020	BUY	$38.18 - $40.04 $287,762 - $301,781	7,537 New	7,537 $0
Q2 2020 Aug 03, 2020	SELL	$34.17 - $39.35 $884,080 - $1.02 Million	-25,873 Closed	0 $0
Q1 2020 Apr 30, 2020	BUY	$32.02 - $41.47 $828,453 - $1.07 Million	25,873 New	25,873 $918,000

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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