San Luis Wealth Advisors LLC Ishares Tr Broad Usd High Yiel Transaction History

San Luis Wealth Advisors LLC

  • $528 Million
  • Q4 2024

A detailed history of San Luis Wealth Advisors LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 217,250 shares of USHY stock, worth $8.14 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
217,250
Previous 205,129 5.91%
Holding current value
$8.14 Million
Previous $7.72 Million 3.5%
% of portfolio
1.51%
Previous 1.6%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$36.54 - $37.53 $442,901 - $454,901
12,121 Added 5.91%
217,250 $7.99 Million
Q3 2024

Oct 09, 2024
BUY
$36.06 - $37.66 $1.16 Million - $1.21 Million
32,187 Added 18.61%
205,129 $7.72 Million
Q2 2024

Jul 12, 2024
BUY
$35.59 - $36.41 $6.16 Million - $6.3 Million
172,942 New
172,942 $6.27 Million
Q2 2022

Aug 10, 2022
SELL
$34.25 - $38.92 $483,507 - $549,433
-14,117 Closed
0 $0
Q4 2021

Feb 14, 2022
SELL
$40.46 - $41.49 $1.68 Million - $1.72 Million
-41,501 Reduced 74.62%
14,117 $581,000
Q3 2021

Nov 09, 2021
BUY
$41.23 - $41.8 $2.29 Million - $2.32 Million
55,618 New
55,618 $2.31 Million

Others Institutions Holding USHY

# of Institutions
573
Shares Held
439M
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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