Robertson Stephens Wealth Management, LLC Ishares Tr Broad Usd High Yiel Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 78,475 shares of USHY stock, worth $2.94 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
78,475
Holding current value
$2.94 Million
% of portfolio
0.1%

Shares

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

Jul 24, 2025
BUY
$35.3 - $37.51 $2.77 Million - $2.94 Million
78,475 New
78,475 $2.94 Million
Q4 2024

Jan 27, 2025
BUY
$36.54 - $37.53 $3.85 Million - $3.96 Million
105,497 Added 1895.04%
111,064 $4.09 Million
Q3 2024

Nov 12, 2024
SELL
$36.06 - $37.66 $1.69 Million - $1.76 Million
-46,756 Reduced 89.36%
5,567 $209,000
Q2 2024

Aug 13, 2024
SELL
$35.59 - $36.41 $135,847 - $138,976
-3,817 Reduced 6.8%
52,323 $1.9 Million
Q1 2024

May 15, 2024
SELL
$36.0 - $36.66 $808,524 - $823,346
-22,459 Reduced 28.57%
56,140 $2.05 Million
Q4 2023

Feb 06, 2024
SELL
$33.79 - $36.59 $1.97 Million - $2.13 Million
-58,199 Reduced 42.54%
78,599 $2.86 Million
Q3 2023

Nov 13, 2023
BUY
$34.58 - $35.56 $3.18 Million - $3.27 Million
92,011 Added 205.44%
136,798 $4.75 Million
Q2 2023

Aug 11, 2023
BUY
$34.61 - $35.48 $185,232 - $189,888
5,352 Added 13.57%
44,787 $1.58 Million
Q1 2023

May 11, 2023
SELL
$34.35 - $36.15 $278,131 - $292,706
-8,097 Reduced 17.03%
39,435 $1.4 Million
Q4 2022

Feb 14, 2023
BUY
$33.49 - $35.59 $1.59 Million - $1.69 Million
47,532 New
47,532 $1.64 Million

Others Institutions Holding USHY

# of Institutions
646
Shares Held
518M
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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