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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.33K- 27.95% |
$83K - $84.9K
|
6.01K
$224K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-10.1K- 90.76% |
$358K - $367K
|
1.03K
$38.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
795New |
$28.3K - $28.9K
|
795
$29.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
507New |
$18K - $18.5K
|
507
$18.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-4.62K- 1.51% |
$165K - $168K
|
302K
$11.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
213New |
$7.58K - $7.76K
|
213
$7.94K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
10.6KNew |
$378K - $387K
|
10.6K
$396K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
121+ 0.98% |
$4.31K - $4.41K
|
12.5K
$466K
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
BUY
|
- |
196KNew |
$6.99M - $7.15M
|
196K
$7.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
103+ 0.89% |
$3.67K - $3.75K
|
11.7K
$437K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
73.1KNew |
$2.6M - $2.66M
|
73.1K
$2.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
501KNew |
$17.8M - $18.2M
|
501K
$18.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-9.27K- 3.7% |
$330K - $337K
|
241K
$8.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.38K+ 7.26% |
$49K - $50.2K
|
20.4K
$760K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
360+ 63.16% |
$12.8K - $13.1K
|
930
$34.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
24New |
$854 - $874
|
24
$895
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
49+ 27.53% |
$1.74K - $1.78K
|
227
$8.46K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
18New |
$641 - $655
|
18
$671
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 2.17% |
$35.6 - $36.4
|
47
$1.75K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
339+ 71.67% |
$12.1K - $12.3K
|
812
$30.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
187+ 2.31% |
$6.66K - $6.81K
|
8.28K
$309K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
731New |
$26K - $26.6K
|
731
$27.3K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-999- 10.13% |
$35.6K - $36.4K
|
8.87K
$331K
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
5.72KNew |
$203K - $208K
|
5.72K
$213K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
543New |
$19.3K - $19.8K
|
543
$20.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.69K+ 1941.38% |
$60.1K - $61.5K
|
1.78K
$66.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
124+ 2.23% |
$4.41K - $4.51K
|
5.69K
$212K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
288New |
$10.2K - $10.5K
|
288
$10.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
838+ 190.45% |
$29.8K - $30.5K
|
1.28K
$47.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-370- 5.79% |
$13.2K - $13.5K
|
6.02K
$224K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
143New |
$5.09K - $5.21K
|
143
$5.33K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.81K- 2.73% |
$64.4K - $65.9K
|
64.6K
$2.41M
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-631- 5.65% |
$22.5K - $23K
|
10.5K
$393K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-340- 25.37% |
$12.1K - $12.4K
|
1K
$37.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
132New |
$4.7K - $4.81K
|
132
$4.92K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
464New |
$16.5K - $16.9K
|
464
$17.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
399+ 0.15% |
$14.2K - $14.5K
|
259K
$9.68M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
225New |
$8.01K - $8.19K
|
225
$8.39K
|
|
| Q1 2024 | |||||||
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3.05KNew |
$110K - $112K
|
3.05K
$114K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.56KClosed |
$164K - $167K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
167New |
$6.01K - $6.12K
|
167
$6.23K
|
|
|
May 15, 2024
Q1 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-287K- 84.38% |
$10.3M - $10.5M
|
53.1K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-2.83K- 0.49% |
$102K - $104K
|
573K
$21.4M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.42K- 19.57% |
$51.1K - $52K
|
5.83K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-128- 6.01% |
$4.61K - $4.69K
|
2K
$74.6K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
11KNew |
$398K - $405K
|
11K
$412K
|
|
|
May 14, 2024
Q1 2024
|
Endurance Services LTD
Purchase, NY |
BUY
|
- |
1.66MNew |
$59.7M - $60.8M
|
1.66M
$61.8M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
39New |
$1.4K - $1.43K
|
39
$1.45K
|
|