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 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
332+ 2.57% |
$12K - $12.5K
|
13.2K
$493K
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.57M- 30.51% |
$56.7M - $59.2M
|
3.58M
$134M
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-52.4K- 22.76% |
$1.89M - $1.97M
|
178K
$6.64M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
2.57K+ 2.16% |
$92.7K - $96.9K
|
122K
$4.53M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.38K- 3.42% |
$230K - $240K
|
180K
$6.71M
|
|
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
$590K
|
|
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
$275K
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
212K+ 15.45% |
$7.64M - $7.98M
|
1.58M
$59M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
48.5K+ 4.1% |
$1.75M - $1.83M
|
1.23M
$45.9M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.66KNew |
$59.9K - $62.6K
|
1.66K
$61.9K
|
|
Nov 12, 2024
Q3 2024
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-146K- 6.17% |
$5.27M - $5.5M
|
2.22M
$82.8M
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.56K- 49.67% |
$92.2K - $96.3K
|
2.59K
$96.7K
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
142K+ 13.63% |
$5.14M - $5.37M
|
1.19M
$44.3M
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
111K+ 32.32% |
$3.99M - $4.16M
|
453K
$16.9M
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-4.56K- 1.68% |
$164K - $172K
|
266K
$9.93M
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-15.8K- 14.65% |
$571K - $596K
|
92.2K
$3.44M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
973K+ 5.67% |
$35.1M - $36.6M
|
18.1M
$676M
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-79.9K- 21.97% |
$2.88M - $3.01M
|
284K
$10.6M
|
|
Nov 12, 2024
Q3 2024
|
Shenkman Capital Management Inc
New York, NY |
BUY
|
- |
1.61MNew |
$58.2M - $60.7M
|
1.61M
$60.2M
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-18.7K- 95.12% |
$674K - $704K
|
958
$35.7K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
130+ 0.92% |
$4.69K - $4.9K
|
14.3K
$532K
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
43M+ 256.07% |
$1.55B - $1.62B
|
59.8M
$2.23B
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-111- 6.52% |
$4K - $4.18K
|
1.59K
$59.3K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.83K- 7.49% |
$102K - $107K
|
34.9K
$1.3M
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
106+ 1.66% |
$3.82K - $3.99K
|
6.49K
$242K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
78KNew |
$2.81M - $2.94M
|
78K
$2.91M
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-12- 0.05% |
$433 - $452
|
23K
$856K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
991+ 1126.14% |
$35.7K - $37.3K
|
1.08K
$40.2K
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
11+ 1.3% |
$397 - $414
|
857
$32K
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
187New |
$6.74K - $7.04K
|
187
$6.97K
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11KNew |
$395K - $413K
|
11K
$409K
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
7.12K+ 35.79% |
$257K - $268K
|
27K
$1.01M
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-3.48K- 1.88% |
$125K - $131K
|
182K
$6.78M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
427K+ 13.22% |
$15.4M - $16.1M
|
3.65M
$136M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
12New |
$433 - $452
|
12
$447
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.46K+ 48.99% |
$125K - $130K
|
10.5K
$392K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.14K- 16.88% |
$41.2K - $43K
|
5.62K
$210K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-939- 0.49% |
$33.9K - $35.4K
|
189K
$7.06M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.58K- 39.53% |
$56.8K - $59.4K
|
2.41K
$89.9K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
173K+ 2.46% |
$6.24M - $6.52M
|
7.2M
$269M
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-19.4K- 1.52% |
$700K - $731K
|
1.26M
$47M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.4KNew |
$376K - $393K
|
10.4K
$389K
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.54K+ 9.25% |
$55.5K - $58K
|
18.2K
$678K
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.86K+ 1.25% |
$211K - $221K
|
474K
$17.7M
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
8.35K+ 3.93% |
$301K - $314K
|
221K
$8.23M
|