Wetzel Investment Advisors, Inc. Ishares Tr Broad Usd High Yiel Transaction History

Wetzel Investment Advisors, Inc.

$192 Million
Q1 2025

A detailed history of Wetzel Investment Advisors, Inc. transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 103,295 shares of USHY stock, worth $3.75 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares

103,295

Previous 89,073 15.97%

Holding current value

$3.75 Million

Previous $3.28 Million 16.06%

% of portfolio

1.98%

Previous 1.67%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$36.63 - $37.45 $520,951 - $532,613	14,222 Added 15.97%	103,295 $3.8 Million
Q4 2024 Jan 22, 2025	BUY	$36.54 - $37.53 $273,940 - $281,362	7,497 Added 9.19%	89,073 $3.28 Million
Q3 2024 Oct 29, 2024	BUY	$36.06 - $37.66 $1.89 Million - $1.97 Million	52,291 Added 178.56%	81,576 $3.07 Million
Q2 2024 Aug 07, 2024	BUY	$35.59 - $36.41 $31,354 - $32,077	881 Added 3.1%	29,285 $1.06 Million
Q1 2024 Apr 23, 2024	BUY	$36.0 - $36.66 $31,932 - $32,517	887 Added 3.22%	28,404 $1.04 Million
Q4 2023 Jan 31, 2024	BUY	$33.79 - $36.59 $929,799 - $1.01 Million	27,517 New	27,517 $1 Million

Others Institutions Holding USHY

# of Institutions

583

Shares Held

442M

Call Options Held

Put Options Held

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About ISHARES TR BROAD USD HIGH YIEL

Ticker USHY
Sector ETFs
Industry ETFs

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Wetzel Investment Advisors, Inc. Ishares Tr Broad Usd High Yiel Transaction History