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

Spectrum Planning & Advisory Services Inc.

$101 Million
Q2 2024

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

514

Shares Held

302M

Call Options Held

200

Put Options Held

Northern Trust Corp Chicago, IL

37.5M
Shares

$1.39 Billion
0.23% of portfolio
Black Rock Inc. New York, NY

27.2M
Shares

$1.01 Billion
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

24.3M
Shares

$903 Million
0.22% of portfolio
Tiaa Trust, National Association Charlotte, NC

17.6M
Shares

$653 Million
1.97% of portfolio
Jones Financial Companies Lllp

17.1M
Shares

$637 Million
0.72% of portfolio

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