Wr Wealth Planners, LLC Ishares Tr Broad Usd High Yiel Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jul 31, 2024	BUY	$36.0 - $36.66 $17,712 - $18,036	492 New	492 $18,000
Q3 2023 Aug 01, 2024	SELL	$34.58 - $35.56 $9,751 - $10,027	-282 Reduced 93.07%	21 $729,000
Q2 2023 Aug 01, 2024	BUY	$34.61 - $35.48 $10,486 - $10,750	303 New	303 $10.7 Million
Q1 2023 Aug 01, 2024	BUY	$34.35 - $36.15 $10,408 - $10,953	303 New	303 $10.8 Million
Q4 2022 Oct 10, 2024	SELL	$33.49 - $35.59 $5,525 - $5,872	-165 Reduced 11.73%	1,242 $42.9 Million
Q3 2022 Oct 10, 2024	BUY	$33.56 - $37.12 $47,218 - $52,227	1,407 New	1,407 $47.3 Million
Q2 2022 Oct 17, 2024	BUY	$34.25 - $38.92 $10,001 - $11,364	292 Added 26.19%	1,407 $48.7 Million
Q1 2022 Oct 17, 2024	BUY	$37.82 - $41.16 $42,169 - $45,893	1,115 New	1,115 $43.3 Million

Others Institutions Holding USHY

# of Institutions

510

Shares Held

298M

Call Options Held

200

Put Options Held

0

Northern Trust Corp Chicago, IL

37.5M
Shares

$1.38 Billion
0.23% of portfolio
Black Rock Inc. New York, NY

27.2M
Shares

$1 Billion
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

24.3M
Shares

$898 Million
0.22% of portfolio
Tiaa Trust, National Association Charlotte, NC

17.6M
Shares

$649 Million
1.97% of portfolio
Jones Financial Companies Lllp

17.1M
Shares

$633 Million
0.72% of portfolio

About ISHARES TR BROAD USD HIGH YIEL

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