Topel & Distasi Wealth Management, LLC Ishares Tr Broad Usd High Yiel Transaction History

Topel & Distasi Wealth Management, LLC

  • $228 Million
  • Q2 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 184,414 shares of USHY stock, worth $6.88 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares
184,414
Previous 182,430 1.09%
Holding current value
$6.88 Million
Previous $6.68 Million 0.22%
% of portfolio
2.94%
Previous 2.95%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$35.59 - $36.41 $70,610 - $72,237
1,984 Added 1.09%
184,414 $6.69 Million
Q1 2024

May 06, 2024
BUY
$36.0 - $36.66 $980,856 - $998,838
27,246 Added 17.56%
182,430 $6.68 Million
Q4 2023

Jan 12, 2024
BUY
$33.79 - $36.59 $272,347 - $294,915
8,060 Added 5.48%
155,184 $5.64 Million
Q3 2023

Nov 06, 2023
SELL
$34.58 - $35.56 $124,937 - $128,478
-3,613 Reduced 2.4%
147,124 $5.11 Million
Q2 2023

Aug 07, 2023
BUY
$34.61 - $35.48 $38,036 - $38,992
1,099 Added 0.73%
150,737 $5.32 Million
Q1 2023

May 12, 2023
BUY
$34.35 - $36.15 $306,814 - $322,891
8,932 Added 6.35%
149,638 $5.32 Million
Q4 2022

Jan 31, 2023
SELL
$33.49 - $35.59 $13,730 - $14,591
-410 Reduced 0.29%
140,706 $4.86 Million
Q3 2022

Nov 21, 2022
SELL
$33.56 - $37.12 $26,915 - $29,770
-802 Reduced 0.57%
141,116 $4.88 Million
Q2 2022

Aug 05, 2022
BUY
$34.25 - $38.92 $165,872 - $188,489
4,843 Added 3.53%
141,918 $4.91 Million
Q1 2022

Apr 21, 2022
BUY
$37.82 - $41.16 $341,060 - $371,180
9,018 Added 7.04%
137,075 $5.33 Million
Q4 2021

Feb 23, 2022
BUY
$40.46 - $41.49 $5.18 Million - $5.31 Million
128,057 New
128,057 $5.28 Million

Others Institutions Holding USHY

# of Institutions
501
Shares Held
298M
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
Track This Portfolio

Track Topel & Distasi Wealth Management, LLC Portfolio

Follow Topel & Distasi Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Topel & Distasi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Topel & Distasi Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email