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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-15K- 4.84% |
$548K - $563K
|
295K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
308KNew |
$11.3M - $11.6M
|
308K
$11.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.6K+ 7.47% |
$425K - $436K
|
167K
$6.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-865K- 50.42% |
$31.6M - $32.5M
|
851K
$31.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
83.6K+ 33.82% |
$3.05M - $3.14M
|
331K
$12.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.11K- 24.77% |
$260K - $267K
|
21.6K
$805K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-326K- 18.91% |
$11.9M - $12.2M
|
1.4M
$52.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
1.03K+ 12.89% |
$37.5K - $38.5K
|
8.98K
$335K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.61K+ 28.04% |
$168K - $173K
|
21K
$785K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
678+ 12.61% |
$24.8K - $25.4K
|
6.05K
$226K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
54.9K+ 881.33% |
$2M - $2.06M
|
61.1K
$2.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
37.9KNew |
$1.39M - $1.42M
|
37.9K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
269New |
$9.83K - $10.1K
|
269
$10K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
5.56K+ 8.29% |
$203K - $209K
|
72.6K
$2.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
15.4KNew |
$563K - $579K
|
15.4K
$575K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
19+ 0.06% |
$694 - $713
|
32.5K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
149+ 2.63% |
$5.44K - $5.59K
|
5.81K
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
246K+ 149.21% |
$8.97M - $9.22M
|
410K
$15.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-981- 15.7% |
$35.8K - $36.8K
|
5.27K
$196K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-326- 11.99% |
$11.9K - $12.2K
|
2.39K
$89.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-205K- 97.28% |
$7.49M - $7.69M
|
5.73K
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
87.4K+ 45.28% |
$3.19M - $3.28M
|
280K
$10.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-7.24K- 4.31% |
$265K - $272K
|
161K
$5.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.2K+ 1.17% |
$80.2K - $82.4K
|
191K
$7.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-218- 89.71% |
$7.97K - $8.18K
|
25
$932
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
3.87M+ 66.0% |
$141M - $145M
|
9.73M
$363M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
10K+ 6.51% |
$365K - $375K
|
163K
$6.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
431+ 1.97% |
$15.7K - $16.2K
|
22.3K
$832K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.6K+ 5.07% |
$461K - $473K
|
261K
$9.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
23.3KNew |
$853K - $876K
|
23.3K
$871K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
103+ 0.96% |
$3.76K - $3.87K
|
10.9K
$405K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
12+ 0.04% |
$438 - $450
|
33.2K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.47K- 18.91% |
$53.9K - $55.3K
|
6.32K
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-857- 93.66% |
$31.3K - $32.2K
|
58
$2.16K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.07K- 4.07% |
$39.1K - $40.2K
|
25.2K
$940K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
801New |
$29.3K - $30.1K
|
801
$29.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.02K+ 4.13% |
$74K - $76K
|
51K
$1.9M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
130+ 2.33% |
$4.75K - $4.88K
|
5.7K
$213K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
64+ 21.77% |
$2.34K - $2.4K
|
358
$13.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.55% |
$36.5 - $37.5
|
183
$6.82K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
364New |
$13.3K - $13.7K
|
364
$13.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
7.2K+ 11.88% |
$263K - $270K
|
67.7K
$2.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
133+ 1.51% |
$4.86K - $4.99K
|
8.97K
$334K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.32K+ 5.85% |
$48.2K - $49.5K
|
23.9K
$890K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.1K+ 21.87% |
$150K - $154K
|
22.8K
$851K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.26K+ 64.37% |
$46.1K - $47.3K
|
3.22K
$120K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
2.07K+ 3.07% |
$75.5K - $77.5K
|
69.3K
$2.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.41K- 17.0% |
$271K - $278K
|
36.2K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
6+ 2.38% |
$219 - $225
|
258
$9.62K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
5.49KNew |
$201K - $206K
|
5.49K
$205K
|