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

Primoris Wealth Advisors, LLC

  • $119 Million
  • Q1 2025

A detailed history of Primoris Wealth Advisors, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 38,950 shares of USHY stock, worth $1.43 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
38,950
Previous 36,950 5.41%
Holding current value
$1.43 Million
Previous $1.36 Million 5.45%
% of portfolio
1.21%
Previous 1.06%

Shares

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

Apr 24, 2025
BUY
$36.63 - $37.45 $73,260 - $74,900
2,000 Added 5.41%
38,950 $1.43 Million
Q4 2024

Feb 13, 2025
BUY
$36.54 - $37.53 $823,977 - $846,301
22,550 Added 156.6%
36,950 $1.36 Million
Q3 2024

Nov 01, 2024
SELL
$36.06 - $37.66 $10,818 - $11,297
-300 Reduced 2.04%
14,400 $542,000
Q2 2024

Aug 01, 2024
BUY
$35.59 - $36.41 $523,173 - $535,227
14,700 New
14,700 $533,000

Others Institutions Holding USHY

# of Institutions
586
Shares Held
442M
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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