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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.05K+ 31.96% |
$295K - $301K
|
33.2K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-5.53K- 2.15% |
$203K - $207K
|
251K
$9.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
597New |
$21.9K - $22.4K
|
597
$22K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-6- 0.03% |
$220 - $225
|
18.9K
$693K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-110- 1.01% |
$4.03K - $4.12K
|
10.8K
$395K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.08K- 8.26% |
$76.2K - $77.9K
|
23.1K
$850K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
6.98K+ 28.06% |
$256K - $262K
|
31.9K
$1.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
49.3K+ 2.24% |
$1.81M - $1.85M
|
2.24M
$82.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
323New |
$11.8K - $12.1K
|
323
$11.9K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.17K+ 2.63% |
$42.8K - $43.7K
|
45.6K
$1.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17+ 1.15% |
$623 - $637
|
1.5K
$55.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.05K- 6.52% |
$185K - $189K
|
72.4K
$2.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.41K- 28.01% |
$161K - $165K
|
11.3K
$417K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-26.8K- 2.93% |
$982K - $1M
|
886K
$32.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-17- 0.04% |
$623 - $637
|
42.6K
$1.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
17New |
$623 - $637
|
17
$625
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-22.7K- 64.94% |
$831K - $850K
|
12.2K
$450K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
176+ 10.1% |
$6.45K - $6.59K
|
1.92K
$70.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-305- 30.5% |
$11.2K - $11.4K
|
695
$25.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
6.13KNew |
$225K - $230K
|
6.13K
$226K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-4.96K- 2.39% |
$182K - $186K
|
203K
$7.46M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
223New |
$8.17K - $8.35K
|
223
$8.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
9.28K+ 3.54% |
$340K - $347K
|
272K
$9.98M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
55+ 2.36% |
$2.01K - $2.06K
|
2.39K
$87.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.37K+ 3580.85% |
$123K - $126K
|
3.46K
$127K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 14.29% |
$293 - $300
|
64
$2.35K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-56- 65.12% |
$2.05K - $2.1K
|
30
$1.1K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
2.51K+ 5.5% |
$91.9K - $94K
|
48.1K
$1.77M
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.12MNew |
$41M - $42.1M
|
1.12M
$41.2M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
5New |
$183 - $188
|
5
$184
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
102New |
$3.73K - $3.83K
|
102
$3.75K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-985- 7.9% |
$36K - $37K
|
11.5K
$422K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.42K+ 5.38% |
$344K - $353K
|
185K
$6.78M
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
7.57KNew |
$277K - $284K
|
7.57K
$278K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.71K+ 26.64% |
$209K - $214K
|
27.1K
$998K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
108New |
$3.95K - $4.05K
|
108
$3.97K
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-565K- 98.41% |
$20.6M - $21.2M
|
9.13K
$336K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.06K+ 14.33% |
$294K - $302K
|
64.3K
$2.36M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
236New |
$8.62K - $8.86K
|
236
$8.68K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16.5K+ 34.77% |
$601K - $618K
|
63.8K
$2.35M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
13+ 0.05% |
$475 - $488
|
26.5K
$973K
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
668K+ 35.27% |
$24.4M - $25.1M
|
2.56M
$94.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.79K+ 6.16% |
$285K - $292K
|
134K
$4.94M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
526+ 1.58% |
$19.2K - $19.7K
|
33.8K
$1.24M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-21.9K- 8.88% |
$798K - $820K
|
224K
$8.25M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
196KNew |
$7.17M - $7.36M
|
196K
$7.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-870K- 68.02% |
$31.8M - $32.7M
|
409K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
370K+ 185.11% |
$13.5M - $13.9M
|
569K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.2K- 15.26% |
$957K - $983K
|
145K
$5.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.38K- 1.35% |
$50.4K - $51.7K
|
101K
$3.7M
|
|