Latest Institutional Purchases of Ishares Tr Broad Usd High Yiel (USHY)
This list provides information on the latest institutional transactions involving Ishares Tr Broad Usd High Yiel (USHY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
111KNew |
$4.01M - $4.09M
|
111K
$4.04M
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
66.4KNew |
$2.39M - $2.43M
|
66.4K
$2.4M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
45.9K+ 133.81% |
$1.65M - $1.68M
|
80.3K
$2.91M
|
|
May 09, 2024
Q1 2024
|
Ppm America Inc
Chicago, IL |
BUY
|
- |
43KNew |
$1.55M - $1.58M
|
43K
$1.56M
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
27.4K+ 74.04% |
$987K - $1M
|
64.4K
$2.33M
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
11KNew |
$398K - $405K
|
11K
$400K
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.3KNew |
$371K - $378K
|
10.3K
$373K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7.46K+ 25.96% |
$268K - $273K
|
36.2K
$1.31M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
6.21KNew |
$223K - $228K
|
6.21K
$225K
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.47KNew |
$197K - $200K
|
5.47K
$198K
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
3.51KNew |
$126K - $129K
|
3.51K
$127K
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3.05KNew |
$110K - $112K
|
3.05K
$110K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.66KNew |
$59.7K - $60.8K
|
1.66K
$60.1K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.45KNew |
$52.3K - $53.2K
|
1.45K
$52.6K
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
717New |
$25.8K - $26.3K
|
717
$26K
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
437New |
$15.7K - $16K
|
437
$15.8K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
305New |
$11K - $11.2K
|
305
$11K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
167New |
$6.01K - $6.12K
|
167
$6.05K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
125New |
$4.5K - $4.58K
|
125
$4.53K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
103New |
$3.71K - $3.78K
|
103
$3.73K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
103New |
$3.71K - $3.78K
|
103
$3.73K
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
60New |
$2.16K - $2.2K
|
60
$2.17K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
50New |
$1.8K - $1.83K
|
50
$1.81K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
39New |
$1.4K - $1.43K
|
39
$1.41K
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
31New |
$1.12K - $1.14K
|
31
$1.12K
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
21New |
$756 - $770
|
21
$761
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
4New |
$144 - $147
|
4
$145
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.48MNew |
$50M - $54.2M
|
1.48M
$53.6M
|
|
Feb 14, 2024
Q4 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
584KNew |
$19.7M - $21.4M
|
584K
$21.1M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
436KNew |
$14.7M - $16M
|
436K
$15.8M
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
165KNew |
$5.58M - $6.04M
|
165K
$5.98M
|
|
Feb 12, 2024
Q4 2023
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
142KNew |
$4.8M - $5.2M
|
142K
$5.15M
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
35.6K+ 57.44% |
$1.2M - $1.3M
|
97.7K
$3.54M
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
21.6KNew |
$730K - $790K
|
21.6K
$782K
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
18.7KNew |
$631K - $683K
|
18.7K
$676K
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
13.1K+ 42.59% |
$443K - $480K
|
43.9K
$1.59M
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
9.43KNew |
$319K - $345K
|
9.43K
$342K
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
9.3K+ 3.09% |
$314K - $340K
|
310K
$11.2M
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
6.67KNew |
$225K - $244K
|
6.67K
$242K
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
6.16KNew |
$208K - $225K
|
6.16K
$223K
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
6.07KNew |
$205K - $222K
|
6.07K
$220K
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.9KNew |
$199K - $216K
|
5.9K
$214K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5.61KNew |
$190K - $205K
|
5.61K
$203K
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
5.61KNew |
$190K - $205K
|
5.61K
$203K
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3K+ 54.26% |
$101K - $110K
|
8.53K
$309K
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.58K+ 7.96% |
$53.3K - $57.7K
|
21.4K
$775K
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.42KNew |
$48K - $52K
|
1.42K
$51.5K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.23KNew |
$41.7K - $45.1K
|
1.23K
$44.7K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1KNew |
$33.8K - $36.6K
|
1K
$36.2K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
718New |
$24.3K - $26.3K
|
718
$26K
|