Plante Moran Financial Advisors, LLC Ishares Tr Broad Usd High Yiel Transaction History

Plante Moran Financial Advisors, LLC

$1.17 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	BUY	$36.0 - $36.66 $4,500 - $4,582	125 New	125 $4,000
Q4 2021 Feb 09, 2022	SELL	$40.46 - $41.49 $0 - $0	0 Closed	0 $0
Q3 2021 Nov 08, 2021	SELL	$41.23 - $41.8 $1,319 - $1,337	-32 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$40.95 - $41.72 $1,310 - $1,335	32 New	32 $1,000
Q1 2021 May 13, 2021	SELL	$40.55 - $41.58 $1,986 - $2,037	-49 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$39.32 - $41.26 $1,100 - $1,155	28 Added 133.33%	49 $2,000
Q3 2020 Nov 12, 2020	BUY	$38.18 - $40.04 $152 - $160	4 Added 23.53%	21 $1,000
Q2 2020 Aug 10, 2020	BUY	$34.17 - $39.35 $580 - $668	17 New	17 $1,000
Q4 2019 Feb 14, 2020	SELL	$40.37 - $41.24 $161 - $164	-4 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	$40.27 - $41.1 $40 - $41	1 Added 33.33%	4 $0
Q2 2019 Aug 13, 2019	BUY	$39.8 - $48.93 $119 - $146	3 New	3 $0

Others Institutions Holding USHY

# of Institutions

530

Shares Held

427M

Call Options Held

200

Put Options Held

0

Jpmorgan Chase & CO New York, NY

64M
Shares

$2.39 Billion
0.2% of portfolio
Prudential PLC London, England, X0

59.8M
Shares

$2.24 Billion
11.5% of portfolio
Northern Trust Corp Chicago, IL

38.9M
Shares

$1.46 Billion
0.24% of portfolio
Wells Fargo & Company San Francisco, CA

34.5M
Shares

$1.29 Billion
0.3% of portfolio
Black Rock Inc. New York, NY

27.2M
Shares

$1.02 Billion
0.02% of portfolio

About ISHARES TR BROAD USD HIGH YIEL

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