Summit Financial, LLC Ishares Tr Broad Usd High Yiel Transaction History

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024

A detailed history of Summit Financial, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Summit Financial, LLC holds 12,055 shares of USHY stock, worth $450,857. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,055
Previous 15,831 23.85%
Holding current value
$450,857
Previous $596,000 25.67%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 12, 2025
SELL
$36.54 - $37.53 $137,975 - $141,713
-3,776 Reduced 23.85%
12,055 $443,000
Q3 2024

Nov 12, 2024
SELL
$36.06 - $37.66 $130,969 - $136,781
-3,632 Reduced 18.66%
15,831 $596,000
Q2 2024

Jul 31, 2024
BUY
$35.59 - $36.41 $326,858 - $334,389
9,184 Added 89.35%
19,463 $706,000
Q1 2024

Apr 24, 2024
SELL
$36.0 - $36.66 $56,484 - $57,519
-1,569 Reduced 13.24%
10,279 $376,000
Q4 2023

Feb 05, 2024
SELL
$33.79 - $36.59 $94,307 - $102,122
-2,791 Reduced 19.07%
11,848 $430,000
Q3 2023

Nov 07, 2023
SELL
$34.58 - $35.56 $214,292 - $220,365
-6,197 Reduced 29.74%
14,639 $508,000
Q2 2023

Aug 11, 2023
SELL
$34.61 - $35.48 $167,097 - $171,297
-4,828 Reduced 18.81%
20,836 $735,000
Q1 2023

May 03, 2023
SELL
$34.35 - $36.15 $97,794 - $102,919
-2,847 Reduced 9.99%
25,664 $912,000
Q4 2022

Feb 07, 2023
SELL
$33.49 - $35.59 $134,160 - $142,573
-4,006 Reduced 12.32%
28,511 $984,000
Q3 2022

Nov 15, 2022
BUY
$33.56 - $37.12 $50,541 - $55,902
1,506 Added 4.86%
32,517 $1.09 Billion
Q2 2022

Aug 12, 2022
BUY
$34.25 - $38.92 $294,892 - $335,101
8,610 Added 38.44%
31,011 $1.07 Million
Q1 2022

May 10, 2022
BUY
$37.82 - $41.16 $424,680 - $462,185
11,229 Added 100.51%
22,401 $870,000
Q4 2021

Feb 07, 2022
BUY
$40.46 - $41.49 $452,019 - $463,526
11,172 New
11,172 $460,000

Others Institutions Holding USHY

# of Institutions
573
Shares Held
440M
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
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, 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 Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email