Grey Fox Wealth Advisors, LLC Ishares Tr Broad Usd High Yiel Transaction History

Grey Fox Wealth Advisors, LLC

$365 Billion
Q4 2024

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 152,350 shares of USHY stock, worth $5.65 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

152,350

Previous 143,820 5.93%

Holding current value

$5.65 Million

Previous $5.41 Billion 3.51%

% of portfolio

1.54%

Previous 1.51%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$36.54 - $37.53 $311,686 - $320,130	8,530 Added 5.93%	152,350 $5.6 Billion
Q3 2024 Oct 22, 2024	BUY	$36.06 - $37.66 $1.21 Million - $1.26 Million	33,509 Added 30.38%	143,820 $5.41 Billion
Q2 2024 Jul 30, 2024	BUY	$35.59 - $36.41 $304,614 - $311,633	8,559 Added 8.41%	110,311 $4 Billion
Q1 2024 Apr 11, 2024	BUY	$36.0 - $36.66 $728,496 - $741,851	20,236 Added 24.82%	101,752 $3.72 Billion
Q4 2023 Jan 17, 2024	BUY	$33.79 - $36.59 $489,008 - $529,530	14,472 Added 21.59%	81,516 $2.96 Billion
Q3 2023 Oct 24, 2023	BUY	$34.58 - $35.56 $2.32 Million - $2.38 Million	67,044 New	67,044 $2.33 Billion
Q1 2023 May 09, 2023	BUY	$34.35 - $36.15 $1,030 - $1,084	30 New	30 $1.07 Million

Others Institutions Holding USHY

# of Institutions

549

Shares Held

385M

Call Options Held

200

Put Options Held

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About ISHARES TR BROAD USD HIGH YIEL

Ticker USHY
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Grey Fox Wealth Advisors, LLC Ishares Tr Broad Usd High Yiel Transaction History