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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-72- 24.24% |
$5.89K - $6.13K
|
225
$19.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
17KNew |
$1.39M - $1.45M
|
17K
$1.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10New |
$818 - $852
|
10
$858
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.96K+ 3.29% |
$161K - $167K
|
61.7K
$5.29M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$843K - $859K
|
10.2K
$873K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.63KNew |
$384K - $391K
|
4.63K
$397K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.99KNew |
$248K - $253K
|
2.99K
$257K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.22K+ 4.45% |
$184K - $188K
|
52.1K
$4.47M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
129+ 2.34% |
$10.7K - $10.9K
|
5.64K
$484K
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
4.21KNew |
$349K - $355K
|
4.21K
$361K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-39- 14.89% |
$3.15K - $3.27K
|
223
$19.1K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.41KNew |
$352K - $372K
|
4.41K
$378K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.1K+ 2.44% |
$168K - $178K
|
88.2K
$7.57M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
20.7KNew |
$1.65M - $1.75M
|
20.7K
$1.78M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.6K- 35.6% |
$931K - $984K
|
21.1K
$1.81M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
985New |
$79.1K - $82.6K
|
985
$84.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.13K- 28.42% |
$90.5K - $94.5K
|
2.84K
$244K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
14.6K+ 94.31% |
$1.17M - $1.23M
|
30.1K
$2.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
359+ 4.26% |
$28.8K - $30.1K
|
8.78K
$753K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
200New |
$16.1K - $16.8K
|
200
$17.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
207New |
$16.6K - $17.4K
|
207
$17.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
22New |
$1.77K - $1.84K
|
22
$1.89K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4New |
$317 - $339
|
4
$343
|
|
| Q2 2022 | |||||||
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.95KClosed |
$234K - $258K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-32.4KClosed |
$2.58M - $2.83M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-3.2KClosed |
$255K - $280K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-16.4K- 10.34% |
$1.3M - $1.43M
|
142K
$12.2M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-135- 4.67% |
$10.7K - $11.8K
|
2.76K
$236K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-227Closed |
$18K - $19.8K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
15KNew |
$1.19M - $1.31M
|
15K
$1.29M
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
32+ 1.15% |
$2.54K - $2.79K
|
2.82K
$242K
|
|
| Q1 2022 | |||||||
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-61Closed |
$5.09K - $5.38K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.9KClosed |
$1.41M - $1.49M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-584Closed |
$48.7K - $51.5K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-300Closed |
$25.9K - $26.5K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-14Closed |
$1.21K - $1.24K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$2.17M - $2.21M
|
25K
$2.15M
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-25Closed |
$2.18K - $2.2K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 07, 2021
Q1 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.29KClosed |
$111K - $113K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-29Closed |
$2.5K - $2.55K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-129Closed |
$10.6K - $11.1K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
575New |
$46.5K - $48.4K
|
575
$49.3K
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15Closed |
$1.21K - $1.26K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-155Closed |
$12.5K - $13.1K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-88Closed |
$6.42K - $7.36K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-97Closed |
$7.08K - $8.11K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-112KClosed |
$7.62M - $10.1M
|
0
$0
|
|
|
May 19, 2020
Q1 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-13Closed |
$883 - $1.17K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Scotia Capital Inc.
|
SELL
|
- |
-45.7KClosed |
$3.11M - $4.11M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.93KClosed |
$199K - $263K
|
0
$0
|
|