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

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 10,216 shares of USHY stock, worth $380,750. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,216
Previous 8,866 15.23%
Holding current value
$380,750
Previous $333 Million 16.06%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$37.14 - $37.85 $50,139 - $51,097
1,350 Added 15.23%
10,216 $386 Million
Q2 2025

Jul 23, 2025
SELL
$35.3 - $37.51 $17,155 - $18,229
-486 Reduced 5.2%
8,866 $333 Million
Q1 2025

Jul 25, 2025
BUY
$36.63 - $37.45 $17,802 - $18,200
486 Added 5.48%
9,352 $343 Million
Q1 2025

Apr 21, 2025
SELL
$36.63 - $37.45 $324,322 - $331,582
-8,854 Reduced 48.63%
9,352 $343 Million
Q4 2024

Jan 22, 2025
BUY
$36.54 - $37.53 $665,247 - $683,271
18,206 New
18,206 $670 Million

Others Institutions Holding USHY

# of Institutions
657
Shares Held
557M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR BROAD USD HIGH YIEL

USHY Quotes by TradingView
  • Ticker USHY
  • Sector ETFs
  • Industry ETFs
More about USHY
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