Spectrum Planning & Advisory Services Inc. Ishares Tr Broad Usd High Yiel Transaction History

Spectrum Planning & Advisory Services Inc.

$133 Million
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 27, 2021	SELL	$40.55 - $41.58 $216,212 - $221,704	-5,332 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$39.32 - $41.26 $209,654 - $219,998	5,332 New	5,332 $220,000

Others Institutions Holding USHY

# of Institutions

619

Shares Held

503M

Call Options Held

Put Options Held

Prudential PLC London, England, X0

79.7M
Shares

$2.97 Billion
14.94% of portfolio
Northern Trust Corp Chicago, IL

40.3M
Shares

$1.5 Billion
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

38.2M
Shares

$1.43 Billion
0.33% of portfolio
Bank Of America Corp Charlotte, NC

27.8M
Shares

$1.04 Billion
0.08% of portfolio
Black Rock Inc. New York, NY

27.2M
Shares

$1.01 Billion
0.02% of portfolio

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