Latest Institutional Transactions on Ishares Tr Broad Usd High Yiel (USHY)
This table provides information on the latest institutional transactions involving Ishares Tr Broad Usd High Yiel (USHY) 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 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
660K+ 1026.91% |
$24.1M - $24.8M
|
725K
$27M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
553New |
$20.2K - $20.8K
|
553
$20.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
84+ 0.6% |
$3.07K - $3.15K
|
14.1K
$525K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-1.08M- 91.09% |
$39.3M - $40.4M
|
105K
$3.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
22+ 0.23% |
$804 - $826
|
9.73K
$362K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4New |
$146 - $150
|
4
$149
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
775+ 49.55% |
$28.3K - $29.1K
|
2.34K
$87K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
30.6KNew |
$1.12M - $1.15M
|
30.6K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.88K- 11.43% |
$105K - $108K
|
22.3K
$830K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
9.98K+ 4.84% |
$365K - $375K
|
216K
$8.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
32.9K+ 20.65% |
$1.2M - $1.24M
|
192K
$7.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
835+ 8.48% |
$30.5K - $31.3K
|
10.7K
$397K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-2.75K- 12.58% |
$100K - $103K
|
19.1K
$710K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.31K+ 4.36% |
$84.4K - $86.7K
|
55.3K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.52K- 28.71% |
$129K - $132K
|
8.74K
$325K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.83K- 22.56% |
$140K - $144K
|
13.1K
$489K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
47KNew |
$1.72M - $1.76M
|
47K
$1.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28+ 18.79% |
$1.02K - $1.05K
|
177
$6.59K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.8K+ 0.97% |
$322K - $330K
|
913K
$34M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.2KNew |
$665K - $683K
|
18.2K
$677K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.76K+ 31.1% |
$101K - $104K
|
11.6K
$433K
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-703- 6.46% |
$25.7K - $26.4K
|
10.2K
$379K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.03K- 11.9% |
$37.7K - $38.7K
|
7.64K
$284K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
7.5K+ 9.19% |
$274K - $281K
|
89.1K
$3.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.91K- 13.91% |
$69.8K - $71.7K
|
11.8K
$440K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
2.61K+ 1.54% |
$95.4K - $98K
|
172K
$6.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.86K+ 4.15% |
$177K - $182K
|
122K
$4.54M
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
2.37K+ 1.69% |
$86.6K - $89K
|
143K
$5.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
3.61K+ 16.62% |
$132K - $136K
|
25.4K
$944K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.45K+ 28.08% |
$126K - $130K
|
15.7K
$586K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-259- 4.79% |
$9.46K - $9.72K
|
5.14K
$191K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
62.8K+ 176.05% |
$2.3M - $2.36M
|
98.5K
$3.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
10.6K+ 30.09% |
$389K - $399K
|
46K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
20+ 1.45% |
$731 - $751
|
1.4K
$52.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.34K+ 45.64% |
$85.6K - $87.9K
|
7.47K
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-309- 26.34% |
$11.3K - $11.6K
|
864
$32.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.46K- 25.05% |
$236K - $242K
|
19.3K
$719K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-480- 1.07% |
$17.5K - $18K
|
44.4K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
32+ 0.16% |
$1.17K - $1.2K
|
20.5K
$762K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.31K+ 6.74% |
$158K - $162K
|
68.3K
$2.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
266New |
$9.72K - $9.98K
|
266
$9.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-307K- 90.21% |
$11.2M - $11.5M
|
33.3K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
315+ 0.72% |
$11.5K - $11.8K
|
44.1K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
58.7K+ 3.35% |
$2.14M - $2.2M
|
1.81M
$67.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.47K- 9.03% |
$127K - $130K
|
34.9K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
275New |
$10K - $10.3K
|
275
$10.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.9KNew |
$800K - $821K
|
21.9K
$814K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-7.65K- 32.62% |
$279K - $287K
|
15.8K
$588K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-320- 19.0% |
$11.7K - $12K
|
1.36K
$50.8K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-2.6K- 15.48% |
$95K - $97.6K
|
14.2K
$528K
|