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 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
33+ 2.28% |
$1.21K - $1.24K
|
1.48K
$55.3K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.03K+ 7.36% |
$147K - $151K
|
58.8K
$2.19M
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
113K+ 36.82% |
$4.13M - $4.24M
|
420K
$15.7M
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-443- 4.02% |
$16.2K - $16.6K
|
10.6K
$395K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
105K+ 1895.04% |
$3.85M - $3.96M
|
111K
$4.14M
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
111New |
$4.06K - $4.17K
|
111
$4.14K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
98New |
$3.58K - $3.68K
|
98
$3.65K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
509+ 0.84% |
$18.6K - $19.1K
|
61.3K
$2.29M
|
|
Jan 27, 2025
Q4 2024
|
Japan Science & Technology Agency
Tokyo, M0 |
SELL
|
- |
-2.31M- 20.76% |
$84.4M - $86.7M
|
8.82M
$329M
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-7- 6.31% |
$256 - $263
|
104
$3.88K
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
SELL
|
- |
-24K- 21.38% |
$876K - $900K
|
88.2K
$3.29M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
18K+ 63.18% |
$658K - $676K
|
46.5K
$1.73M
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-804- 11.04% |
$29.4K - $30.2K
|
6.48K
$242K
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
43.3K+ 738.68% |
$1.58M - $1.62M
|
49.1K
$1.83M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.72KNew |
$62.8K - $64.5K
|
1.72K
$64.1K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.53K+ 149.61% |
$55.9K - $57.4K
|
2.55K
$95.1K
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.15K- 16.64% |
$42.2K - $43.3K
|
5.78K
$216K
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
7.17K+ 5.19% |
$262K - $269K
|
145K
$5.42M
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7+ 2.46% |
$256 - $263
|
291
$10.9K
|
|
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
$526K
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-1.08M- 91.09% |
$39.3M - $40.4M
|
105K
$3.92M
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
22+ 0.23% |
$804 - $826
|
9.73K
$363K
|
|
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
$87.2K
|
|
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
$831K
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
9.98K+ 4.84% |
$365K - $375K
|
216K
$8.07M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
32.9K+ 20.65% |
$1.2M - $1.24M
|
192K
$7.18M
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
835+ 8.48% |
$30.5K - $31.3K
|
10.7K
$398K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-2.75K- 12.58% |
$100K - $103K
|
19.1K
$712K
|
|
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
$326K
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.22K+ 1.81% |
$154K - $158K
|
238K
$8.86M
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.81K- 5.33% |
$66.2K - $68K
|
32.2K
$1.2M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-208- 1.43% |
$7.6K - $7.81K
|
14.3K
$533K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.62K- 32.53% |
$59.3K - $60.9K
|
3.37K
$126K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
437New |
$16K - $16.4K
|
437
$16.3K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.83K- 22.56% |
$140K - $144K
|
13.1K
$490K
|
|
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
$6.6K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.8K+ 0.97% |
$322K - $330K
|
913K
$34.1M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.2KNew |
$665K - $683K
|
18.2K
$679K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.76K+ 31.1% |
$101K - $104K
|
11.6K
$434K
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-703- 6.46% |
$25.7K - $26.4K
|
10.2K
$380K
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.03K- 11.9% |
$37.7K - $38.7K
|
7.64K
$285K
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
7.5K+ 9.19% |
$274K - $281K
|
89.1K
$3.32M
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.91K- 13.91% |
$69.8K - $71.7K
|
11.8K
$441K
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
2.61K+ 1.54% |
$95.4K - $98K
|
172K
$6.41M
|