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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-180K- 28.73% |
$6.49M - $6.6M
|
447K
$16.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
45.9K+ 133.81% |
$1.65M - $1.68M
|
80.3K
$2.99M
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
717New |
$25.8K - $26.3K
|
717
$26.7K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-81- 90.0% |
$2.92K - $2.97K
|
9
$336
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
305New |
$11K - $11.2K
|
305
$11.4K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.45KNew |
$52.3K - $53.2K
|
1.45K
$54.1K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.3KNew |
$371K - $378K
|
10.3K
$384K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3- 11.11% |
$108 - $110
|
24
$895
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.44K- 94.74% |
$51.8K - $52.8K
|
80
$2.98K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
240KNew |
$8.63M - $8.79M
|
240K
$8.94M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.73K- 22.25% |
$206K - $210K
|
20K
$746K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
6.21KNew |
$223K - $228K
|
6.21K
$231K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
66.4KNew |
$2.39M - $2.43M
|
66.4K
$2.48M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
103New |
$3.71K - $3.78K
|
103
$3.84K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
125New |
$4.5K - $4.58K
|
125
$4.66K
|
|
|
May 09, 2024
Q1 2024
|
Ppm America Inc
Chicago, IL |
BUY
|
- |
43KNew |
$1.55M - $1.58M
|
43K
$1.6M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-22.4K- 3.68% |
$807K - $821K
|
587K
$21.9M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-2.5K- 29.76% |
$90K - $91.6K
|
5.9K
$220K
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.47KNew |
$197K - $200K
|
5.47K
$204K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
60New |
$2.16K - $2.2K
|
60
$2.24K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
111KNew |
$4.01M - $4.09M
|
111K
$4.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.65K- 31.23% |
$95.3K - $97K
|
5.83K
$217K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.66KNew |
$59.7K - $60.8K
|
1.66K
$61.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-400- 4.55% |
$14.4K - $14.7K
|
8.4K
$313K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-1.97K- 25.24% |
$71K - $72.3K
|
5.84K
$218K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
31New |
$1.12K - $1.14K
|
31
$1.16K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
3.2K+ 2.56% |
$115K - $117K
|
128K
$4.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
50New |
$1.8K - $1.83K
|
50
$1.86K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
437New |
$15.7K - $16K
|
437
$16.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
119KNew |
$4.3M - $4.38M
|
119K
$4.45M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
21New |
$756 - $770
|
21
$783
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
27.4K+ 74.04% |
$987K - $1M
|
64.4K
$2.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
4New |
$144 - $147
|
4
$149
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-5.68KClosed |
$204K - $208K
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-100- 7.14% |
$3.6K - $3.67K
|
1.3K
$48.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7.46K+ 25.96% |
$268K - $273K
|
36.2K
$1.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-18- 24.66% |
$648 - $660
|
55
$2.05K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
3.51KNew |
$126K - $129K
|
3.51K
$131K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.13K+ 1973.15% |
$76.7K - $78.1K
|
2.24K
$83.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
1.96M+ 510.63% |
$70.4M - $71.7M
|
2.34M
$87.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
103New |
$3.71K - $3.78K
|
103
$3.84K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-601- 35.58% |
$21.6K - $22K
|
1.09K
$40.6K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-77- 63.64% |
$2.77K - $2.82K
|
44
$1.64K
|
|
| Q4 2023 | |||||||
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-36- 5.88% |
$1.22K - $1.32K
|
576
$21.5K
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
9.43KNew |
$319K - $345K
|
9.43K
$352K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.0% |
$33.8 - $36.6
|
1.62M
$60.5M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
146New |
$4.93K - $5.34K
|
146
$5.44K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3New |
$101 - $110
|
3
$112
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-151KClosed |
$5.09M - $5.51M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
584KNew |
$19.7M - $21.4M
|
584K
$21.8M
|
|