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 |
---|---|---|---|---|---|---|---|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.6K- 35.6% |
$931K - $984K
|
21.1K
$1.83M
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
985New |
$79.1K - $82.6K
|
985
$85.7K
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.13K- 28.42% |
$90.5K - $94.5K
|
2.84K
$247K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
14.6K+ 94.31% |
$1.17M - $1.23M
|
30.1K
$2.62M
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
359+ 4.26% |
$28.8K - $30.1K
|
8.78K
$764K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
200New |
$16.1K - $16.8K
|
200
$17.4K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
207New |
$16.6K - $17.4K
|
207
$18K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
22New |
$1.77K - $1.84K
|
22
$1.92K
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4New |
$317 - $339
|
4
$348
|
|
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
|
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
$12.4M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-135- 4.67% |
$10.7K - $11.8K
|
2.76K
$240K
|
|
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
$1.31M
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
32+ 1.15% |
$2.54K - $2.79K
|
2.82K
$245K
|
|
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
$6.53K
|
|
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
|
|
Q4 2021 | |||||||
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-300Closed |
$25.9K - $26.5K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-14Closed |
$1.21K - $1.24K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$2.17M - $2.21M
|
25K
$2.18M
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-25Closed |
$2.18K - $2.2K
|
0
$0
|
|
Q1 2021 | |||||||
May 07, 2021
Q1 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.29KClosed |
$111K - $113K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-29Closed |
$2.5K - $2.55K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-129Closed |
$10.6K - $11.1K
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.54KClosed |
$210K - $219K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15Closed |
$1.21K - $1.26K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
575New |
$46.5K - $48.4K
|
575
$50.1K
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-155Closed |
$12.5K - $13.1K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-88Closed |
$6.42K - $7.36K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-97Closed |
$7.08K - $8.11K
|
0
$0
|
|
Q1 2020 | |||||||
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-112KClosed |
$7.62M - $10.1M
|
0
$0
|
|
Sep 15, 2021
Q1 2020
|
Cwm, LLC
|
SELL
|
- |
-105- 99.06% |
$7.13K - $9.44K
|
1
$87.1
|
|
May 19, 2020
Q1 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-13Closed |
$883 - $1.17K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Scotia Capital Inc.
|
SELL
|
- |
-45.7KClosed |
$3.11M - $4.11M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.93KClosed |
$199K - $263K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-155Closed |
$10.5K - $13.9K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-33.1KClosed |
$2.25M - $2.98M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-10.1KClosed |
$686K - $908K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.31KClosed |
$225K - $297K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.35KClosed |
$159K - $211K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.3KClosed |
$88.3K - $117K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 13, 2020
Q4 2019
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-4.58KClosed |
$397K - $411K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.32KClosed |
$201K - $208K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Comerica Securities,Inc.
|
SELL
|
- |
-21KClosed |
$1.82M - $1.88M
|
0
$0
|
|
Jan 14, 2020
Q4 2019
|
D.B. Root & Company, LLC
|
SELL
|
- |
-3.22KClosed |
$279K - $289K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-26Closed |
$2.24K - $2.31K
|
0
$0
|