Latest Institutional Transactions on Ishares U S ETF Tr Int Rate He (HYGH)
This table provides information on the latest institutional transactions involving Ishares U S ETF Tr Int Rate He (HYGH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.47K+ 113.17% |
$553K - $563K
|
12.2K
$1.05M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17KNew |
$1.45M - $1.48M
|
17K
$1.46M
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
102KNew |
$8.69M - $8.86M
|
102K
$8.75M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.21K+ 36.68% |
$103K - $105K
|
4.5K
$387K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38.4K+ 70.51% |
$3.28M - $3.34M
|
92.8K
$7.99M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
346+ 151.75% |
$29.6K - $30.1K
|
574
$49.4K
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
7.57K+ 319.59% |
$646K - $659K
|
9.94K
$855K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.7K+ 48.61% |
$145K - $148K
|
5.19K
$447K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.01K+ 42.41% |
$86.6K - $88.3K
|
3.41K
$293K
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
93.4KNew |
$7.98M - $8.14M
|
93.4K
$8.04M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.81K+ 7.45% |
$154K - $157K
|
26K
$2.24M
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
20.7KNew |
$1.77M - $1.8M
|
20.7K
$1.78M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.41KNew |
$120K - $123K
|
1.41K
$121K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.17K- 4.41% |
$186K - $189K
|
47.1K
$4.05M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.3K+ 24.66% |
$1.13M - $1.16M
|
67.1K
$5.77M
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.96K+ 17.22% |
$167K - $170K
|
13.3K
$1.15M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.73K+ 4.06% |
$233K - $238K
|
70K
$6.02M
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
8.78K+ 5.64% |
$750K - $765K
|
164K
$14.2M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
19+ 0.74% |
$1.62K - $1.65K
|
2.6K
$223K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.36KNew |
$201K - $205K
|
2.36K
$203K
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
136New |
$11.6K - $11.8K
|
136
$11.7K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.37K+ 54.95% |
$117K - $120K
|
3.87K
$333K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4+ 0.84% |
$342 - $348
|
480
$41.3K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-75.1K- 95.27% |
$6.16M - $6.48M
|
3.73K
$321K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10Closed |
$820 - $862
|
0
$0
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26New |
$2.13K - $2.24K
|
26
$2.24K
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
246+ 33.38% |
$20.2K - $21.2K
|
983
$84.6K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34New |
$2.79K - $2.93K
|
34
$2.93K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-2- 22.22% |
$164 - $172
|
7
$602
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
589+ 13.79% |
$48.3K - $50.8K
|
4.86K
$418K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.1K+ 4066.67% |
$90K - $94.7K
|
1.13K
$96.8K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.18K- 46.73% |
$178K - $188K
|
2.48K
$214K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
88New |
$7.21K - $7.59K
|
88
$7.57K
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
49.3KNew |
$4.04M - $4.25M
|
49.3K
$4.24M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.4K+ 90.13% |
$2M - $2.11M
|
51.5K
$4.43M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 2.17% |
$492 - $517
|
282
$24.3K
|
|
Q2 2024 | |||||||
Feb 12, 2025
Q2 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
SELL
|
- |
-2.97K- 13.54% |
$251K - $254K
|
18.9K
$1.63M
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
223+ 1.07% |
$18.8K - $19.1K
|
21.1K
$1.82M
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
482+ 19.66% |
$40.7K - $41.3K
|
2.93K
$253K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
418+ 16.98% |
$35.3K - $35.8K
|
2.88K
$248K
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
3.86K+ 6.72% |
$326K - $331K
|
61.4K
$5.28M
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-322- 6.31% |
$27K - $27.6K
|
4.78K
$411K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.3K- 26.8% |
$109K - $111K
|
3.55K
$306K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.34KNew |
$196K - $200K
|
2.34K
$201K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-815- 13.54% |
$68.2K - $69.9K
|
5.2K
$448K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7KNew |
$1.15M - $1.17M
|
13.7K
$1.18M
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2.29K- 38.28% |
$192K - $197K
|
3.7K
$318K
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
44.7KNew |
$3.74M - $3.83M
|
44.7K
$3.85M
|
|
Q4 2023 | |||||||
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
201New |
$16.4K - $17.1K
|
201
$17.3K
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
69.8KNew |
$5.71M - $5.94M
|
69.8K
$6.01M
|