Heritage Oak Wealth Advisors LLC Ishares Tr Broad Usd High Yiel Transaction History

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 95,262 shares of USHY stock, worth $3.55 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
95,262
Previous 92,624 2.85%
Holding current value
$3.55 Million
Previous $3.47 Billion 3.59%
% of portfolio
1.31%
Previous 1.34%

Shares

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

Oct 20, 2025
BUY
$37.14 - $37.85 $97,975 - $99,848
2,638 Added 2.85%
95,262 $3.6 Billion
Q2 2025

Jul 15, 2025
BUY
$35.3 - $37.51 $2.56 Million - $2.72 Million
72,498 Added 360.22%
92,624 $3.47 Billion
Q1 2025

Apr 28, 2025
SELL
$36.63 - $37.45 $2.13 Million - $2.17 Million
-58,075 Reduced 74.26%
20,126 $741 Million
Q4 2024

Feb 05, 2025
BUY
$36.54 - $37.53 $922,817 - $947,820
25,255 Added 47.7%
78,201 $2.88 Billion
Q3 2024

Oct 23, 2024
BUY
$36.06 - $37.66 $1.91 Million - $1.99 Million
52,946 New
52,946 $1.99 Billion

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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