Summit Wealth Group, LLC Ishares Tr Broad Usd High Yiel Transaction History

Summit Wealth Group, LLC

  • $389 Million
  • Q2 2025

A detailed history of Summit Wealth Group, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Summit Wealth Group, LLC holds 337,425 shares of USHY stock, worth $12.6 Million. This represents 3.25% of its overall portfolio holdings.

Number of Shares
337,425
Previous 31,164 982.74%
Holding current value
$12.6 Million
Previous $1.15 Million 1003.49%
% of portfolio
3.25%
Previous 0.34%

Shares

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

Aug 06, 2025
BUY
$35.3 - $37.51 $10.8 Million - $11.5 Million
306,261 Added 982.74%
337,425 $12.7 Million
Q1 2025

May 02, 2025
BUY
$36.63 - $37.45 $799,120 - $817,009
21,816 Added 233.38%
31,164 $1.15 Million
Q4 2024

Feb 04, 2025
BUY
$36.54 - $37.53 $341,575 - $350,830
9,348 New
9,348 $344,000
Q1 2023

May 10, 2023
BUY
$34.35 - $36.15 $1.78 Million - $1.88 Million
51,903 New
51,903 $1,000

Others Institutions Holding USHY

# of Institutions
617
Shares Held
502M
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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