Winch Advisory Services, LLC Ishares Tr Broad Usd High Yiel Transaction History

Winch Advisory Services, LLC

$357 Million
Q1 2025

A detailed history of Winch Advisory Services, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Winch Advisory Services, LLC holds 24,075 shares of USHY stock, worth $897,516. This represents 0.25% of its overall portfolio holdings.

Number of Shares

24,075

Previous 27,246 11.64%

Holding current value

$897,516

Previous $1 Million 11.58%

% of portfolio

0.25%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$36.63 - $37.45 $116,153 - $118,753	-3,171 Reduced 11.64%	24,075 $886,000
Q4 2024 Jan 14, 2025	BUY	$36.54 - $37.53 $89,230 - $91,648	2,442 Added 9.85%	27,246 $1 Million
Q3 2024 Oct 21, 2024	BUY	$36.06 - $37.66 $91,953 - $96,032	2,550 Added 11.46%	24,804 $933,000
Q2 2024 Jul 31, 2024	BUY	$35.59 - $36.41 $261,301 - $267,322	7,342 Added 49.24%	22,254 $807,000
Q1 2024 May 14, 2024	BUY	$36.0 - $36.66 $405,828 - $413,268	11,273 Added 309.78%	14,912 $545,000
Q4 2023 Jan 18, 2024	BUY	$33.79 - $36.59 $88,022 - $95,316	2,605 Added 251.93%	3,639 $132,000
Q3 2023 Nov 06, 2023	BUY	$34.58 - $35.56 $35,755 - $36,769	1,034 New	1,034 $36,000

Others Institutions Holding USHY

# of Institutions

606

Shares Held

472M

Call Options Held

Put Options Held

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About ISHARES TR BROAD USD HIGH YIEL

Ticker USHY
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Winch Advisory Services, LLC Ishares Tr Broad Usd High Yiel Transaction History