Kingsview Wealth Management, LLC Ishares Tr Broad Usd High Yiel Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 8,969 shares of USHY stock, worth $333,915. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,969

Previous 8,836 1.51%

Holding current value

$333,915

Previous $332,000 0.9%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$36.54 - $37.53 $4,859 - $4,991	133 Added 1.51%	8,969 $329,000
Q3 2024 Nov 12, 2024	BUY	$36.06 - $37.66 $71,651 - $74,830	1,987 Added 29.01%	8,836 $332,000
Q2 2024 Aug 14, 2024	BUY	$35.59 - $36.41 $243,755 - $249,372	6,849 New	6,849 $248,000
Q3 2023 Nov 07, 2023	BUY	$34.58 - $35.56 $338,399 - $347,990	9,786 New	9,786 $339,000
Q4 2022 Feb 13, 2023	SELL	$33.49 - $35.59 $197,557 - $209,945	-5,899 Reduced 50.13%	5,868 $202,000
Q3 2022 Nov 14, 2022	SELL	$33.56 - $37.12 $78,933 - $87,306	-2,352 Reduced 16.66%	11,767 $396,000
Q2 2022 Aug 16, 2022	BUY	$34.25 - $38.92 $483,575 - $549,511	14,119 New	14,119 $489,000

Others Institutions Holding USHY

# of Institutions

569

Shares Held

427M

Call Options Held

200

Put Options Held

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About ISHARES TR BROAD USD HIGH YIEL

Ticker USHY
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Kingsview Wealth Management, LLC Ishares Tr Broad Usd High Yiel Transaction History