Wealth Care Investment Partners, LLC Ishares Tr Broad Usd High Yiel Transaction History

Wealth Care Investment Partners, LLC

$218 Million
Q4 2024

A detailed history of Wealth Care Investment Partners, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 43,339 shares of USHY stock, worth $1.61 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

43,339

Previous 41,143 5.34%

Holding current value

$1.61 Million

Previous $1.55 Million 2.91%

% of portfolio

0.73%

Previous 0.7%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$36.54 - $37.53 $80,241 - $82,415	2,196 Added 5.34%	43,339 $1.59 Million
Q3 2024 Oct 08, 2024	BUY	$36.06 - $37.66 $134,359 - $140,321	3,726 Added 9.96%	41,143 $1.55 Million
Q2 2024 Jul 18, 2024	BUY	$35.59 - $36.41 $63,172 - $64,627	1,775 Added 4.98%	37,417 $1.36 Million
Q1 2024 Apr 15, 2024	BUY	$36.0 - $36.66 $111,528 - $113,572	3,098 Added 9.52%	35,642 $1.3 Million
Q4 2023 Jan 18, 2024	BUY	$33.79 - $36.59 $47,001 - $50,896	1,391 Added 4.47%	32,544 $1.18 Million
Q3 2023 Oct 10, 2023	BUY	$34.58 - $35.56 $115,116 - $118,379	3,329 Added 11.96%	31,153 $1.08 Million
Q2 2023 Jul 13, 2023	BUY	$34.61 - $35.48 $63,820 - $65,425	1,844 Added 7.1%	27,824 $982,000
Q1 2023 Apr 10, 2023	BUY	$34.35 - $36.15 $72,856 - $76,674	2,121 Added 8.89%	25,980 $923,000
Q4 2022 Jan 19, 2023	BUY	$33.49 - $35.59 $256,265 - $272,334	7,652 Added 47.21%	23,859 $0
Q3 2022 Oct 17, 2022	BUY	$33.56 - $37.12 $20,035 - $22,160	597 Added 3.82%	16,207 $545,000
Q2 2022 Jul 18, 2022	BUY	$34.25 - $38.92 $77,610 - $88,192	2,266 Added 16.98%	15,610 $540,000
Q1 2022 Apr 14, 2022	BUY	$37.82 - $41.16 $151,809 - $165,216	4,014 Added 43.02%	13,344 $509,000
Q4 2021 Feb 07, 2022	BUY	$40.46 - $41.49 $377,491 - $387,101	9,330 New	9,330 $384,000

Others Institutions Holding USHY

# of Institutions

541

Shares Held

438M

Call Options Held

200

Put Options Held

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About ISHARES TR BROAD USD HIGH YIEL

Ticker USHY
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Wealth Care Investment Partners, LLC Ishares Tr Broad Usd High Yiel Transaction History