Portside Wealth Group, LLC Ishares Tr Broad Usd High Yiel Transaction History

Portside Wealth Group, LLC

  • $604 Billion
  • Q1 2025

A detailed history of Portside Wealth Group, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Portside Wealth Group, LLC holds 18,853 shares of USHY stock, worth $693,224. This represents 0.11% of its overall portfolio holdings.

Number of Shares
18,853
Previous 18,859 0.03%
Holding current value
$693,224
Previous $710 Million 2.32%
% of portfolio
0.11%
Previous 0.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$36.63 - $37.45 $219 - $224
-6 Reduced 0.03%
18,853 $694 Million
Q4 2024

Jan 15, 2025
SELL
$36.54 - $37.53 $24,152 - $24,807
-661 Reduced 3.39%
18,859 $710 Million
Q3 2024

Oct 31, 2024
BUY
$36.06 - $37.66 $109,045 - $113,883
3,024 Added 18.33%
19,520 $735 Million
Q2 2024

Jul 18, 2024
BUY
$35.59 - $36.41 $132,252 - $135,299
3,716 Added 29.08%
16,496 $598 Million
Q1 2024

Apr 17, 2024
SELL
$36.0 - $36.66 $49,500 - $50,407
-1,375 Reduced 9.71%
12,780 $468 Million
Q4 2023

Jan 16, 2024
SELL
$33.79 - $36.59 $20,274 - $21,954
-600 Reduced 4.07%
14,155 $515 Million
Q3 2023

Oct 27, 2023
BUY
$34.58 - $35.56 $14,039 - $14,437
406 Added 2.83%
14,755 $513 Million
Q2 2023

Sep 01, 2023
SELL
$34.61 - $35.48 $12.9 Million - $13.2 Million
-373,074 Reduced 96.3%
14,349 $507 Million
Q2 2023

Aug 01, 2023
BUY
$34.61 - $35.48 $13.4 Million - $13.7 Million
387,423 New
387,423 $13.7 Million

Others Institutions Holding USHY

# of Institutions
577
Shares Held
440M
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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