Summit Wealth Group, LLC Ishares Tr Broad Usd High Yiel Transaction History

Summit Wealth Group, LLC

  • $398 Million
  • Q3 2025

A detailed history of Summit Wealth Group, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Summit Wealth Group, LLC holds 355,370 shares of USHY stock, worth $13.2 Million. This represents 3.37% of its overall portfolio holdings.

Number of Shares
355,370
Previous 337,425 5.32%
Holding current value
$13.2 Million
Previous $12.7 Million 6.07%
% of portfolio
3.37%
Previous 3.25%

Shares

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

Oct 23, 2025
BUY
$37.14 - $37.85 $666,477 - $679,218
17,945 Added 5.32%
355,370 $13.4 Million
Q2 2025

Aug 06, 2025
BUY
$35.3 - $37.51 $10.8 Million - $11.5 Million
306,261 Added 982.74%
337,425 $12.7 Million
Q1 2025

May 02, 2025
BUY
$36.63 - $37.45 $799,120 - $817,009
21,816 Added 233.38%
31,164 $1.15 Million
Q4 2024

Feb 04, 2025
BUY
$36.54 - $37.53 $341,575 - $350,830
9,348 New
9,348 $344,000
Q1 2023

May 10, 2023
BUY
$34.35 - $36.15 $1.78 Million - $1.88 Million
51,903 New
51,903 $1,000

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
Track This Portfolio

Track Summit Wealth Group, LLC Portfolio

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

News

Stay updated on Summit Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email