Tolleson Wealth Management, Inc. Ishares Tr Broad Usd High Yiel Transaction History

Tolleson Wealth Management, Inc.

  • $488 Million
  • Q4 2024

A detailed history of Tolleson Wealth Management, Inc. transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 171,659 shares of USHY stock, worth $6.39 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
171,659
Previous 168,621 1.8%
Holding current value
$6.39 Million
Previous $6.35 Million 0.54%
% of portfolio
1.29%
Previous 1.21%

Shares

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

Feb 14, 2025
BUY
$36.54 - $37.53 $111,008 - $114,016
3,038 Added 1.8%
171,659 $6.32 Million
Q3 2024

Nov 14, 2024
SELL
$36.06 - $37.66 $1.33 Million - $1.39 Million
-36,908 Reduced 17.96%
168,621 $6.35 Million
Q2 2024

Aug 14, 2024
SELL
$35.59 - $36.41 $26,550 - $27,161
-746 Reduced 0.36%
205,529 $7.46 Million
Q1 2024

May 15, 2024
SELL
$36.0 - $36.66 $2.15 Million - $2.19 Million
-59,709 Reduced 22.45%
206,275 $7.55 Million
Q4 2023

Feb 14, 2024
BUY
$33.79 - $36.59 $720,233 - $779,915
21,315 Added 8.71%
265,984 $9.67 Million
Q3 2023

Nov 14, 2023
BUY
$34.58 - $35.56 $1.07 Million - $1.1 Million
30,812 Added 14.41%
244,669 $8.49 Million
Q2 2023

Aug 14, 2023
SELL
$34.61 - $35.48 $65,897 - $67,553
-1,904 Reduced 0.88%
213,857 $7.55 Million
Q1 2023

May 15, 2023
BUY
$34.35 - $36.15 $495,464 - $521,427
14,424 Added 7.16%
215,761 $7.67 Million
Q4 2022

Feb 14, 2023
BUY
$33.49 - $35.59 $248,897 - $264,504
7,432 Added 3.83%
201,337 $6.95 Million
Q3 2022

Nov 14, 2022
SELL
$33.56 - $37.12 $820,508 - $907,546
-24,449 Reduced 11.2%
193,905 $6.52 Million
Q2 2022

Aug 15, 2022
BUY
$34.25 - $38.92 $7.48 Million - $8.5 Million
218,354 New
218,354 $7.56 Million

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
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