Heritage Family Offices, LLP Ishares Tr Broad Usd High Yiel Transaction History

Heritage Family Offices, LLP

$215 Billion
Q3 2025

A detailed history of Heritage Family Offices, LLP transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Heritage Family Offices, LLP holds 236,040 shares of USHY stock, worth $8.8 Million. This represents 4.15% of its overall portfolio holdings.

Number of Shares

236,040

Previous 251,467 6.13%

Holding current value

$8.8 Million

Previous $9.25 Billion 3.56%

% of portfolio

4.15%

Previous 4.68%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	SELL	$37.14 - $37.85 $572,958 - $583,911	-15,427 Reduced 6.13%	236,040 $8.92 Billion
Q2 2025 Jul 09, 2025	BUY	$35.3 - $37.51 $1,517 - $1,612	43 Added 0.02%	251,467 $9.25 Billion
Q1 2025 Apr 10, 2025	SELL	$36.63 - $37.45 $202,600 - $207,135	-5,531 Reduced 2.15%	251,424 $9.25 Billion
Q4 2024 Jan 14, 2025	BUY	$36.54 - $37.53 $510,865 - $524,706	13,981 Added 5.75%	256,955 $9.45 Billion
Q3 2024 Oct 16, 2024	BUY	$36.06 - $37.66 $69,487 - $72,570	1,927 Added 0.8%	242,974 $9.15 Billion

Q2 2024 Aug 01, 2024	BUY	$35.59 - $36.41 $8.58 Million - $8.78 Million	241,047 New	241,047 $8.75 Billion

Others Institutions Holding USHY

# of Institutions

657

Shares Held

557M

Call Options Held

Put Options Held

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About ISHARES TR BROAD USD HIGH YIEL

Ticker USHY
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Heritage Family Offices, LLP Ishares Tr Broad Usd High Yiel Transaction History