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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
11New |
$378 - $398
|
11
$409
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.32KNew |
$114K - $120K
|
3.32K
$124K
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
10.5KNew |
$359K - $378K
|
10.5K
$389K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.48K- 18.08% |
$85.1K - $89.5K
|
11.2K
$417K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
11+ 36.67% |
$378 - $398
|
41
$1.53K
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.01KNew |
$275K - $289K
|
8.01K
$298K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.42KNew |
$48.8K - $51.4K
|
1.42K
$52.9K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.75K- 85.4% |
$94.5K - $99.4K
|
470
$17.5K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
989+ 86.0% |
$34K - $35.8K
|
2.14K
$79.6K
|
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-9.58K- 37.66% |
$329K - $346K
|
15.9K
$590K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
51.9KNew |
$1.78M - $1.88M
|
51.9K
$1.93M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
401New |
$13.8K - $14.5K
|
401
$14.9K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.61KNew |
$262K - $275K
|
7.61K
$283K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
91.9KNew |
$3.16M - $3.32M
|
91.9K
$3.42M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
63New |
$2.16K - $2.28K
|
63
$2.34K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-86- 4.01% |
$2.95K - $3.11K
|
2.06K
$76.6K
|
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
24.2KNew |
$832K - $876K
|
24.2K
$901K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
700New |
$24K - $25.3K
|
700
$26K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.7K- 87.63% |
$58.4K - $61.5K
|
240
$8.93K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
9KNew |
$309K - $325K
|
9K
$335K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
5.72KNew |
$196K - $207K
|
5.72K
$213K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
320New |
$11K - $11.6K
|
320
$11.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26New |
$893 - $940
|
26
$967
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
7.62KNew |
$262K - $275K
|
7.62K
$284K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
86New |
$2.95K - $3.11K
|
86
$3.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-304- 4.27% |
$10.4K - $11K
|
6.81K
$253K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.33KNew |
$217K - $229K
|
6.33K
$235K
|
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
7.08KNew |
$243K - $256K
|
7.08K
$264K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
829+ 8.58% |
$28.5K - $30K
|
10.5K
$390K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
63+ 1.04% |
$2.16K - $2.28K
|
6.12K
$228K
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-263- 1.18% |
$9.03K - $9.51K
|
22K
$820K
|
|
| Q4 2022 | |||||||
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
123New |
$4.12K - $4.38K
|
123
$4.58K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-168- 94.92% |
$5.63K - $5.98K
|
9
$335
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-741- 10.5% |
$24.8K - $26.4K
|
6.32K
$235K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
369New |
$12.4K - $13.1K
|
369
$13.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
60New |
$2.01K - $2.14K
|
60
$2.23K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
317+ 255.65% |
$10.6K - $11.3K
|
441
$16.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
BUY
|
- |
7.45KNew |
$250K - $265K
|
7.45K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-36- 69.23% |
$1.21K - $1.28K
|
16
$595
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.04KNew |
$102K - $108K
|
3.04K
$113K
|
|
|
Feb 14, 2023
Q4 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
457KNew |
$15.3M - $16.3M
|
457K
$17M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
1.73MNew |
$57.9M - $61.5M
|
1.73M
$64.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
482New |
$16.1K - $17.2K
|
482
$17.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
115KNew |
$3.85M - $4.09M
|
115K
$4.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.61KNew |
$221K - $235K
|
6.61K
$246K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-94- 54.65% |
$3.15K - $3.35K
|
78
$2.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
75.1K+ 14.56% |
$2.51M - $2.67M
|
591K
$22M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.31KNew |
$43.8K - $46.5K
|
1.31K
$48.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.6K- 76.36% |
$423K - $449K
|
3.91K
$145K
|
|
|
Feb 08, 2023
Q4 2022
|
Japan Science & Technology Agency
Tokyo, M0 |
BUY
|
- |
11.1MNew |
$373M - $396M
|
11.1M
$414M
|
|