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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
257+ 59.77% |
$9.27K - $9.68K
|
687
$25.6K
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.61KNew |
$57.9K - $60.5K
|
1.61K
$59.8K
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-22.8K- 77.22% |
$823K - $860K
|
6.74K
$251K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.2M+ 42.01% |
$368M - $385M
|
34.5M
$1.28B
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.3K+ 39.15% |
$442K - $462K
|
43.6K
$1.62M
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
14.4KNew |
$521K - $544K
|
14.4K
$537K
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
184K+ 52.35% |
$6.65M - $6.94M
|
537K
$20M
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.32K+ 25.03% |
$120K - $125K
|
16.6K
$617K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
126K+ 10.71% |
$4.53M - $4.74M
|
1.3M
$48.4M
|
|
Nov 13, 2024
Q3 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
26.3KNew |
$948K - $990K
|
26.3K
$979K
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.43M+ 3.82% |
$51.6M - $53.9M
|
38.9M
$1.45B
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-52.8K- 24.09% |
$1.9M - $1.99M
|
166K
$6.19M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
113+ 0.7% |
$4.07K - $4.26K
|
16.2K
$604K
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.73K- 6.13% |
$171K - $178K
|
72.5K
$2.7M
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
130New |
$4.69K - $4.9K
|
130
$4.84K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-58.2K- 68.85% |
$2.1M - $2.19M
|
26.3K
$980K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
13.7K+ 5.49% |
$495K - $517K
|
264K
$9.81M
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
30+ 1.66% |
$1.08K - $1.13K
|
1.84K
$68.4K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-56.1K- 7.22% |
$2.02M - $2.11M
|
722K
$26.9M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
351+ 4.57% |
$12.7K - $13.2K
|
8.03K
$299K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
44.7K+ 77.44% |
$1.61M - $1.68M
|
102K
$3.81M
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.89K+ 1.52% |
$68K - $71.1K
|
126K
$4.7M
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2New |
$72.1 - $75.3
|
2
$74.4
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
18.8K+ 6.2% |
$676K - $706K
|
321K
$12M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
74.9K+ 39.7% |
$2.7M - $2.82M
|
264K
$9.81M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
260K+ 25.33% |
$9.39M - $9.8M
|
1.29M
$47.9M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
481K+ 89.37% |
$17.3M - $18.1M
|
1.02M
$37.9M
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
484+ 2.68% |
$17.5K - $18.2K
|
18.6K
$690K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.68K+ 1.5% |
$96.6K - $101K
|
181K
$6.75M
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
4+ 1.61% |
$144 - $151
|
252
$9.38K
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
500+ 50.0% |
$18K - $18.8K
|
1.5K
$55.8K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
31.4K+ 196.9% |
$1.13M - $1.18M
|
47.3K
$1.76M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
16.3K+ 4.04% |
$586K - $612K
|
418K
$15.6M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-195- 5.95% |
$7.03K - $7.34K
|
3.08K
$115K
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
332+ 2.57% |
$12K - $12.5K
|
13.2K
$492K
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.57M- 30.51% |
$56.7M - $59.2M
|
3.58M
$133M
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-52.4K- 22.76% |
$1.89M - $1.97M
|
178K
$6.62M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
2.57K+ 2.16% |
$92.7K - $96.9K
|
122K
$4.52M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.38K- 3.42% |
$230K - $240K
|
180K
$6.69M
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
401+ 73.71% |
$14.5K - $15.1K
|
945
$35.2K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-570- 2.06% |
$20.6K - $21.5K
|
27.2K
$1.01M
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
24K+ 150.08% |
$866K - $904K
|
40K
$1.49M
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
77New |
$2.78K - $2.9K
|
77
$2.87K
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.63K- 18.66% |
$131K - $137K
|
15.8K
$589K
|
|
Nov 12, 2024
Q3 2024
|
Santa Clara Valley Transportation Authority
San Jose, CA |
BUY
|
- |
614KNew |
$22.1M - $23.1M
|
614K
$22.9M
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
46+ 0.63% |
$1.66K - $1.73K
|
7.37K
$274K
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
212K+ 15.45% |
$7.64M - $7.98M
|
1.58M
$58.9M
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
4.02K+ 2.18% |
$145K - $151K
|
188K
$7.01M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
48.5K+ 4.1% |
$1.75M - $1.83M
|
1.23M
$45.8M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.66KNew |
$59.9K - $62.6K
|
1.66K
$61.8K
|