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 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
8.35K+ 3.93% |
$301K - $314K
|
221K
$8.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
26.4KNew |
$954K - $996K
|
26.4K
$986K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
6.43KNew |
$232K - $242K
|
6.43K
$240K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-216- 1.59% |
$7.79K - $8.13K
|
13.4K
$499K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
35.7K+ 38.66% |
$1.29M - $1.35M
|
128K
$4.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-641- 45.43% |
$23.1K - $24.1K
|
770
$28.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.95K- 92.25% |
$251K - $262K
|
584
$21.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5.89K+ 14.07% |
$212K - $222K
|
47.8K
$1.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
84.1K+ 105.02% |
$3.03M - $3.17M
|
164K
$6.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.43KNew |
$268K - $280K
|
7.43K
$277K
|
|
|
Nov 06, 2024
Q3 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
14.9KNew |
$536K - $560K
|
14.9K
$555K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10.5K+ 14.76% |
$378K - $394K
|
81.4K
$3.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.33K+ 23.81% |
$83.9K - $87.6K
|
12.1K
$451K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.46K+ 13.39% |
$233K - $243K
|
54.7K
$2.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
596K+ 17.25% |
$21.5M - $22.5M
|
4.05M
$151M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
78New |
$2.81K - $2.94K
|
78
$2.91K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
37.7K+ 4.0% |
$1.36M - $1.42M
|
980K
$36.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.54K- 6.75% |
$91.6K - $95.7K
|
35.1K
$1.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.1K+ 8.37% |
$39.6K - $41.3K
|
14.2K
$529K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2.17MNew |
$78.3M - $81.8M
|
2.17M
$81M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-20.6K- 23.59% |
$742K - $774K
|
66.6K
$2.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-385- 9.73% |
$13.9K - $14.5K
|
3.57K
$133K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.4K+ 2.77% |
$878K - $917K
|
905K
$33.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
810New |
$29.2K - $30.5K
|
810
$30.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-36.7K- 26.25% |
$1.32M - $1.38M
|
103K
$3.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.51K+ 9.41% |
$163K - $170K
|
52.5K
$1.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.31K- 9.24% |
$47.4K - $49.5K
|
12.9K
$481K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-301- 4.15% |
$10.9K - $11.3K
|
6.95K
$259K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1- 0.5% |
$36.1 - $37.7
|
200
$7.46K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
15.2K+ 3.03% |
$547K - $571K
|
516K
$19.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3New |
$108 - $113
|
3
$112
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.29KNew |
$46.6K - $48.7K
|
1.29K
$48.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
800+ 10.74% |
$28.8K - $30.1K
|
8.25K
$308K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.3K+ 82.53% |
$769K - $803K
|
47.2K
$1.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-300- 2.04% |
$10.8K - $11.3K
|
14.4K
$537K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.52K- 0.17% |
$91K - $95.1K
|
1.48M
$55.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.86K+ 15.76% |
$319K - $333K
|
65K
$2.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
18.6K+ 13.19% |
$671K - $701K
|
160K
$5.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.79K- 11.1% |
$137K - $143K
|
30.4K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-44.2K- 38.39% |
$1.59M - $1.67M
|
70.9K
$2.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
161KNew |
$5.8M - $6.06M
|
161K
$6M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
20New |
$721 - $753
|
20
$746
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5New |
$180 - $188
|
5
$186
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.06KNew |
$255K - $266K
|
7.06K
$263K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-460- 72.44% |
$16.6K - $17.3K
|
175
$6.53K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-301- 1.38% |
$10.9K - $11.3K
|
21.5K
$800K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.13KNew |
$221K - $231K
|
6.13K
$229K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.9K+ 15.69% |
$321K - $335K
|
65.7K
$2.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
6.79KNew |
$245K - $256K
|
6.79K
$253K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-12.3K- 95.46% |
$442K - $461K
|
582
$21.7K
|