Latest Institutional Transactions on Ishares U S ETF Tr Int Rate He (HYGH)
This table provides information on the latest institutional transactions involving Ishares U S ETF Tr Int Rate He (HYGH) 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 |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.28K+ 1.9% |
$109K - $112K
|
68.3K
$5.91M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
94.1K+ 79.33% |
$8M - $8.25M
|
213K
$18.4M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-305- 0.24% |
$25.9K - $26.7K
|
126K
$10.9M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
470+ 10.41% |
$40K - $41.2K
|
4.99K
$431K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.65K+ 127.41% |
$650K - $671K
|
13.6K
$1.18M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-285- 98.28% |
$24.2K - $25K
|
5
$433
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
513+ 6.4% |
$43.6K - $45K
|
8.53K
$738K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
531+ 3.92% |
$45.2K - $46.6K
|
14.1K
$1.22M
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-6- 66.67% |
$510 - $526
|
3
$260
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
504+ 3.79% |
$42.9K - $44.2K
|
13.8K
$1.2M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.5K+ 33.34% |
$1.23M - $1.27M
|
58K
$5.02M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.45K+ 32.3% |
$124K - $128K
|
5.96K
$515K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
107+ 2.77% |
$9.1K - $9.38K
|
3.98K
$344K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
14New |
$1.19K - $1.23K
|
14
$1.21K
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-6.39K- 64.29% |
$543K - $560K
|
3.55K
$307K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-53- 22.18% |
$4.51K - $4.65K
|
186
$16.1K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.77% |
$85.1 - $87.7
|
131
$11.3K
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
11.7KNew |
$993K - $1.02M
|
11.7K
$1.01M
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
16KNew |
$1.36M - $1.41M
|
16K
$1.39M
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.97KNew |
$337K - $348K
|
3.97K
$343K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-48.4K- 54.01% |
$4.12M - $4.25M
|
41.2K
$3.57M
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.69K+ 59.77% |
$229K - $236K
|
7.19K
$622K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.2KNew |
$272K - $281K
|
3.2K
$277K
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
15.5K+ 15.27% |
$1.32M - $1.36M
|
117K
$10.1M
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
118+ 0.57% |
$10K - $10.3K
|
20.8K
$1.8M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$8.51K - $8.77K
|
100
$8.65K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.36K+ 9.01% |
$202K - $206K
|
28.6K
$2.48M
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-5.3K- 62.7% |
$453K - $462K
|
3.16K
$273K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
100New |
$8.54K - $8.71K
|
100
$8.65K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
55New |
$4.7K - $4.79K
|
55
$4.76K
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
490+ 7.79% |
$41.9K - $42.7K
|
6.78K
$587K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
54New |
$4.61K - $4.7K
|
54
$4.67K
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
4.08KNew |
$348K - $355K
|
4.08K
$353K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.46K+ 258.61% |
$124K - $127K
|
2.02K
$175K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
49+ 8.39% |
$4.19K - $4.27K
|
633
$54.8K
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.78KNew |
$237K - $242K
|
2.78K
$240K
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-899- 4.88% |
$76.8K - $78.3K
|
17.5K
$1.52M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17KNew |
$1.45M - $1.48M
|
17K
$1.47M
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.47K+ 113.17% |
$553K - $563K
|
12.2K
$1.05M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
346+ 151.75% |
$29.6K - $30.1K
|
574
$49.7K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.01K+ 42.41% |
$86.6K - $88.3K
|
3.41K
$295K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.41KNew |
$120K - $123K
|
1.41K
$122K
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
136New |
$11.6K - $11.8K
|
136
$11.8K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-75.1K- 95.27% |
$6.16M - $6.48M
|
3.73K
$323K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10Closed |
$820 - $862
|
0
$0
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26New |
$2.13K - $2.24K
|
26
$2.25K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34New |
$2.79K - $2.93K
|
34
$2.94K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-2- 22.22% |
$164 - $172
|
7
$606
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
589+ 13.79% |
$48.3K - $50.8K
|
4.86K
$421K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.1K+ 4066.67% |
$90K - $94.7K
|
1.13K
$97.4K
|