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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
69.8KNew |
$5.71M - $5.94M
|
69.8K
$5.98M
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
20.9KNew |
$1.71M - $1.78M
|
20.9K
$1.79M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32- 4.44% |
$2.62K - $2.72K
|
688
$58.9K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
22.6KNew |
$1.85M - $1.93M
|
22.6K
$1.94M
|
|
Feb 09, 2024
Q4 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
663KNew |
$54.2M - $56.5M
|
663K
$56.8M
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.6KNew |
$212K - $221K
|
2.6K
$222K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-72- 24.24% |
$5.89K - $6.13K
|
225
$19.3K
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
17KNew |
$1.39M - $1.45M
|
17K
$1.46M
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10New |
$818 - $852
|
10
$857
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.96K+ 3.29% |
$161K - $167K
|
61.7K
$5.28M
|
|
Q3 2023 | |||||||
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
215+ 0.95% |
$17.8K - $18.1K
|
23K
$1.97M
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.82KNew |
$233K - $238K
|
2.82K
$241K
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.99KNew |
$248K - $253K
|
2.99K
$256K
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$843K - $859K
|
10.2K
$872K
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.22K+ 4.45% |
$184K - $188K
|
52.1K
$4.46M
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.63KNew |
$384K - $391K
|
4.63K
$397K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.8KNew |
$975K - $993K
|
11.8K
$1.01M
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
129+ 2.34% |
$10.7K - $10.9K
|
5.64K
$483K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
7.91K+ 7460.38% |
$655K - $667K
|
8.01K
$686K
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
4.21KNew |
$349K - $355K
|
4.21K
$361K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
182New |
$14.7K - $15.2K
|
182
$15.6K
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.44K- 38.64% |
$358K - $372K
|
7.05K
$604K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-39- 14.89% |
$3.15K - $3.27K
|
223
$19.1K
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3KNew |
$242K - $251K
|
3K
$257K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.41KNew |
$352K - $372K
|
4.41K
$377K
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.1K+ 2.44% |
$168K - $178K
|
88.2K
$7.55M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.98KNew |
$238K - $252K
|
2.98K
$255K
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
20.7KNew |
$1.65M - $1.75M
|
20.7K
$1.77M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.6K- 35.6% |
$931K - $984K
|
21.1K
$1.81M
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
985New |
$79.7K - $82.5K
|
985
$84.4K
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.13K- 28.42% |
$91.3K - $94.5K
|
2.84K
$243K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
14.6K+ 94.31% |
$1.18M - $1.22M
|
30.1K
$2.58M
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
359+ 4.26% |
$29K - $30.1K
|
8.78K
$752K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
200New |
$16.2K - $16.8K
|
200
$17.1K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
207New |
$16.7K - $17.3K
|
207
$17.7K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
22New |
$1.78K - $1.84K
|
22
$1.88K
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4New |
$317 - $339
|
4
$343
|
|
Q2 2022 | |||||||
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.95KClosed |
$234K - $258K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.4KClosed |
$1.07M - $1.17M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-32.4KClosed |
$2.58M - $2.83M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-3.2KClosed |
$255K - $280K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-16.4K- 10.34% |
$1.3M - $1.43M
|
142K
$12.2M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-135- 4.67% |
$10.7K - $11.8K
|
2.76K
$236K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-227Closed |
$18K - $19.8K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
15KNew |
$1.19M - $1.31M
|
15K
$1.28M
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
32+ 1.15% |
$2.54K - $2.79K
|
2.82K
$241K
|
|
Q1 2022 | |||||||
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-61Closed |
$5.09K - $5.38K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18- 19.35% |
$1.5K - $1.59K
|
75
$6.42K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.9KClosed |
$1.41M - $1.49M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-584Closed |
$48.7K - $51.5K
|
0
$0
|