Ishares Tr broad usd high shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Ishares Tr broad usd high (USHY) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Ishares Tr broad usd high
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Quarterly reported holdings in Ishares Tr broad usd high by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 59k | 37.65 |
| 2024-06-30 | $1.5M | 42k | 36.28 |
| 2024-03-31 | $1.5M | 41k | 36.59 |
| 2023-12-31 | $1.6M | 44k | 36.35 |
| 2023-09-30 | $1.9M | 55k | 34.71 |
| 2023-06-30 | $1.9M | 53k | 35.30 |
| 2023-03-31 | $1.7M | 48k | 35.55 |
| 2022-12-31 | $2.3M | 67k | 34.53 |
| 2022-09-30 | $1.1M | 33k | 33.63 |
| 2022-06-30 | $1.1M | 33k | 34.63 |
| 2022-03-31 | $1.2M | 30k | 38.85 |
| 2021-12-31 | $1.1M | 27k | 41.19 |
| 2021-09-30 | $1.1M | 26k | 41.50 |
| 2021-06-30 | $1.0M | 25k | 41.73 |
| 2021-03-31 | $924k | 22k | 41.19 |
More positions owned by Aurum Wealth Management Group
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