Tyler Stone Wealth Management Ishares Tr Broad Usd High Yiel Transaction History

Tyler Stone Wealth Management

$510 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$35.59 - $36.41 $640 - $655	18 Added 1.43%	1,274 $46,000
Q1 2024 May 15, 2024	SELL	$36.0 - $36.66 $13,032 - $13,270	-362 Reduced 22.37%	1,256 $45,000
Q4 2023 Feb 14, 2024	BUY	$33.79 - $36.59 $1,047 - $1,134	31 Added 1.95%	1,618 $58,000
Q3 2023 Nov 14, 2023	BUY	$34.58 - $35.56 $795 - $817	23 Added 1.47%	1,587 $55,000
Q2 2023 Aug 14, 2023	BUY	$34.61 - $35.48 $1,349 - $1,383	39 Added 2.56%	1,564 $55,000
Q4 2022 Feb 14, 2023	BUY	$33.49 - $35.59 $904 - $960	27 Added 1.8%	1,525 $53,000
Q3 2022 Nov 14, 2022	BUY	$33.56 - $37.12 $3,960 - $4,380	118 Added 8.55%	1,498 $50,000
Q2 2022 Aug 11, 2022	BUY	$34.25 - $38.92 $582 - $661	17 Added 1.25%	1,380 $48,000
Q1 2022 May 12, 2022	BUY	$37.82 - $41.16 $416 - $452	11 Added 0.81%	1,363 $53,000
Q4 2021 Feb 22, 2022	BUY	$40.46 - $41.49 $54,701 - $56,094	1,352 New	1,352 $56,000

Others Institutions Holding USHY

# of Institutions

514

Shares Held

302M

Call Options Held

200

Put Options Held

0

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

About ISHARES TR BROAD USD HIGH YIEL

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