Wetzel Investment Advisors, Inc. Ishares Tr Broad Usd High Yiel Transaction History

Wetzel Investment Advisors, Inc.

$196 Million
Q4 2024

A detailed history of Wetzel Investment Advisors, Inc. transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 89,073 shares of USHY stock, worth $3.32 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares

89,073

Previous 81,576 9.19%

Holding current value

$3.32 Million

Previous $3.07 Million 6.68%

% of portfolio

1.67%

Previous 1.58%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$36.54 - $37.53 $273,940 - $281,362	7,497 Added 9.19%	89,073 $3.28 Million
Q3 2024 Oct 29, 2024	BUY	$36.06 - $37.66 $1.89 Million - $1.97 Million	52,291 Added 178.56%	81,576 $3.07 Million
Q2 2024 Aug 07, 2024	BUY	$35.59 - $36.41 $31,354 - $32,077	881 Added 3.1%	29,285 $1.06 Million
Q1 2024 Apr 23, 2024	BUY	$36.0 - $36.66 $31,932 - $32,517	887 Added 3.22%	28,404 $1.04 Million
Q4 2023 Jan 31, 2024	BUY	$33.79 - $36.59 $929,799 - $1.01 Million	27,517 New	27,517 $1 Million

Others Institutions Holding USHY

# of Institutions

532

Shares Held

425M

Call Options Held

200

Put Options Held

View Full List

About ISHARES TR BROAD USD HIGH YIEL

Ticker USHY
Sector ETFs
Industry ETFs

More about USHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetzel Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wetzel Investment Advisors, Inc. with notifications on news.

Account

Wetzel Investment Advisors, Inc. Ishares Tr Broad Usd High Yiel Transaction History