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

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$36.0 - $36.66 $206,136 - $209,915
-5,726 Reduced 22.25%
20,005 $731,000
Q4 2023

Feb 14, 2024
SELL
$33.79 - $36.59 $108,161 - $117,124
-3,201 Reduced 11.06%
25,731 $935,000
Q3 2023

Nov 07, 2023
SELL
$34.58 - $35.56 $50,210 - $51,633
-1,452 Reduced 4.78%
28,932 $1 Million
Q2 2023

Aug 10, 2023
SELL
$34.61 - $35.48 $53,576 - $54,923
-1,548 Reduced 4.85%
30,384 $1.07 Million
Q1 2023

May 05, 2023
BUY
$34.35 - $36.15 $45,135 - $47,501
1,314 Added 4.29%
31,932 $1.14 Million
Q4 2022

Feb 06, 2023
BUY
$33.49 - $35.59 $43,905 - $46,658
1,311 Added 4.47%
30,618 $1.06 Million
Q3 2022

Nov 08, 2022
SELL
$33.56 - $37.12 $104,270 - $115,331
-3,107 Reduced 9.59%
29,307 $985,000
Q2 2022

Aug 11, 2022
BUY
$34.25 - $38.92 $993 - $1,128
29 Added 0.09%
32,414 $1.12 Million
Q1 2022

Apr 20, 2022
BUY
$37.82 - $41.16 $24,393 - $26,548
645 Added 2.03%
32,385 $1.26 Million
Q4 2021

Feb 07, 2022
BUY
$40.46 - $41.49 $610,096 - $625,627
15,079 Added 90.5%
31,740 $1.31 Million
Q3 2021

Dec 10, 2021
BUY
$41.23 - $41.8 $286,053 - $290,008
6,938 Added 71.36%
16,661 $691,000
Q2 2021

Aug 12, 2021
BUY
$40.95 - $41.72 $398,156 - $405,643
9,723 New
9,723 $406,000

Others Institutions Holding USHY

# of Institutions
518
Shares Held
365M
Call Options Held
200
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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