Sage View Advisory Group, LLC Ishares Tr Broad Usd High Yiel Transaction History

Sage View Advisory Group, LLC

  • $2.64 Trillion
  • Q2 2025

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 20,639 shares of USHY stock, worth $772,930. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,639
Previous 13,780 49.78%
Holding current value
$772,930
Previous $507 Million 52.26%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Aug 13, 2025
BUY
$35.3 - $37.51 $242,122 - $257,281
6,859 Added 49.78%
20,639 $772 Million
Q1 2025

May 19, 2025
BUY
$36.63 - $37.45 $157,728 - $161,259
4,306 Added 45.45%
13,780 $507 Million
Q4 2024

Feb 13, 2025
BUY
$36.54 - $37.53 $346,179 - $355,559
9,474 New
9,474 $349 Million
Q2 2024

Aug 14, 2024
BUY
$35.59 - $36.41 $486,586 - $497,797
13,672 New
13,672 $496 Million
Q4 2023

Feb 09, 2024
BUY
$33.79 - $36.59 $296,507 - $321,077
8,775 Added 102.64%
17,324 $633 Million
Q3 2023

Nov 02, 2023
SELL
$34.58 - $35.56 $7,330 - $7,538
-212 Reduced 2.42%
8,549 $297 Million
Q2 2023

Aug 11, 2023
SELL
$34.61 - $35.48 $81,748 - $83,803
-2,362 Reduced 21.24%
8,761 $309 Million
Q1 2023

May 01, 2023
SELL
$34.35 - $36.15 $339,103 - $356,872
-9,872 Reduced 47.02%
11,123 $395 Million
Q4 2022

Feb 14, 2023
BUY
$33.49 - $35.59 $703,122 - $747,212
20,995 New
20,995 $725 Million

Others Institutions Holding USHY

# of Institutions
640
Shares Held
516M
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
Track This Portfolio

Track Sage View Advisory Group, LLC Portfolio

Follow Sage View Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email