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 |
---|---|---|---|---|---|---|---|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
64K+ 35.16% |
$2.31M - $2.41M
|
246K
$9.04M
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10K- 16.26% |
$361K - $377K
|
51.5K
$1.89M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
156KNew |
$5.61M - $5.86M
|
156K
$5.71M
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.96KNew |
$70.6K - $73.8K
|
1.96K
$72K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
29.7K+ 833.51% |
$1.07M - $1.12M
|
33.2K
$1.22M
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.08K- 0.91% |
$38.8K - $40.5K
|
117K
$4.28M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
863+ 11.45% |
$31.1K - $32.5K
|
8.4K
$309K
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.84K- 5.08% |
$66.4K - $69.4K
|
34.4K
$1.26M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.7K- 14.43% |
$493K - $515K
|
81.1K
$2.98M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.24K+ 14.32% |
$261K - $273K
|
57.8K
$2.12M
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-6.06K- 70.67% |
$218K - $228K
|
2.52K
$92.4K
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
5.48KNew |
$198K - $207K
|
5.48K
$201K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
4.8K+ 3.75% |
$173K - $181K
|
133K
$4.88M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.6KNew |
$383K - $400K
|
10.6K
$390K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
112+ 1.64% |
$4.04K - $4.22K
|
6.93K
$255K
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-97.2K- 48.75% |
$3.5M - $3.66M
|
102K
$3.75M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
48.3KNew |
$1.74M - $1.82M
|
48.3K
$1.78M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
151K+ 307.56% |
$5.43M - $5.67M
|
200K
$7.33M
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
3.99MNew |
$144M - $150M
|
3.99M
$147M
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
143K+ 7.17% |
$5.17M - $5.39M
|
2.14M
$78.7M
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.22M+ 30.04% |
$44.1M - $46.1M
|
5.3M
$195M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-44K- 1.29% |
$1.59M - $1.66M
|
3.36M
$123M
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
146K+ 33.59% |
$5.28M - $5.52M
|
583K
$21.4M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
35.2K+ 65.97% |
$1.27M - $1.33M
|
88.6K
$3.25M
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
17+ 0.29% |
$613 - $640
|
5.87K
$215K
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.28MNew |
$46.1M - $48.2M
|
1.28M
$47M
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-147- 1.6% |
$5.3K - $5.54K
|
9.05K
$332K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.2M+ 310.42% |
$368M - $384M
|
13.5M
$495M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.49K+ 93.92% |
$89.6K - $93.6K
|
5.13K
$188K
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
BUY
|
- |
112KNew |
$4.05M - $4.23M
|
112K
$4.12M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.52K+ 4.04% |
$307K - $321K
|
220K
$8.06M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.36K- 37.28% |
$121K - $126K
|
5.65K
$208K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.15K+ 1.21% |
$41.4K - $43.3K
|
96.1K
$3.53M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-82.2K- 60.46% |
$2.96M - $3.09M
|
53.7K
$1.97M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-28.5K- 34.99% |
$1.03M - $1.07M
|
52.9K
$1.94M
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
495+ 7.6% |
$17.8K - $18.6K
|
7.01K
$257K
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.81K+ 10.24% |
$209K - $219K
|
62.5K
$2.3M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
98.8K+ 67.22% |
$3.56M - $3.72M
|
246K
$9.03M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-163- 1.23% |
$5.88K - $6.14K
|
13.1K
$481K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
95.9K+ 238.6% |
$3.46M - $3.61M
|
136K
$5M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.1K+ 4.31% |
$653K - $682K
|
438K
$16.1M
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.33K- 16.18% |
$47.8K - $49.9K
|
6.87K
$252K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-283K- 62.21% |
$10.2M - $10.7M
|
172K
$6.32M
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-8.67K- 42.38% |
$313K - $326K
|
11.8K
$433K
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-18.1K- 5.81% |
$653K - $682K
|
293K
$10.8M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.1K+ 6.06% |
$1.3M - $1.36M
|
633K
$23.2M
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
129K+ 52.92% |
$4.67M - $4.88M
|
374K
$13.7M
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
96+ 20.34% |
$3.46K - $3.62K
|
568
$20.9K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
391K+ 9.37% |
$14.1M - $14.7M
|
4.56M
$168M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
110K+ 5.09% |
$3.96M - $4.14M
|
2.27M
$83.4M
|