A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 12,649 shares of USHY stock, worth $468,645. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,649
Holding current value
$468,645
% of portfolio
0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

BUY
$36.54 - $37.53 $462,194 - $474,716
12,649 New
12,649 $465,000
Q2 2021

Aug 24, 2021

SELL
$40.95 - $41.72 $216,748 - $220,823
-5,293 Closed
0 $0
Q1 2021

May 17, 2021

BUY
$40.55 - $41.58 $214,631 - $220,082
5,293 New
5,293 $218,000

Others Institutions Holding USHY

About ISHARES TR BROAD USD HIGH YIEL


  • Ticker USHY
  • Sector ETFs
  • Industry ETFs
More about USHY
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.