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 |
---|---|---|---|---|---|---|---|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
93.3K+ 104.99% |
$3.32M - $3.4M
|
182K
$6.83M
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
51.6KNew |
$1.84M - $1.88M
|
51.6K
$1.93M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-31.6K- 3.91% |
$1.13M - $1.15M
|
778K
$29.2M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-13K- 6.92% |
$462K - $473K
|
175K
$6.54M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
4.31K+ 1.34% |
$153K - $157K
|
327K
$12.2M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
197+ 42.18% |
$7.01K - $7.17K
|
664
$24.9K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.59K- 0.74% |
$56.6K - $57.9K
|
212K
$7.96M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.69K+ 1.34% |
$60.1K - $61.5K
|
128K
$4.8M
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-989- 10.77% |
$35.2K - $36K
|
8.19K
$307K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.34K+ 3.52% |
$226K - $231K
|
186K
$6.98M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.4K+ 42.9% |
$869K - $889K
|
81.3K
$3.05M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.32K+ 187.56% |
$82.6K - $84.5K
|
3.56K
$133K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-399- 5.64% |
$14.2K - $14.5K
|
6.68K
$250K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
348+ 177.55% |
$12.4K - $12.7K
|
544
$20.4K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.89K+ 32.64% |
$352K - $360K
|
40.2K
$1.51M
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-746- 0.36% |
$26.6K - $27.2K
|
206K
$7.7M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-477K- 51.17% |
$17M - $17.4M
|
455K
$17.1M
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
205+ 2.34% |
$7.3K - $7.46K
|
8.96K
$336K
|
|
Aug 14, 2024
Q2 2024
|
Dsc Meridian Capital LP
New York, NY |
BUY
|
- |
786KNew |
$28M - $28.6M
|
786K
$29.5M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.48K+ 3.91% |
$124K - $127K
|
92.4K
$3.46M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
6.82KNew |
$243K - $248K
|
6.82K
$256K
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-34.6K- 3.2% |
$1.23M - $1.26M
|
1.05M
$39.2M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.2K+ 15.1% |
$362K - $370K
|
77.5K
$2.91M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
58.1K+ 1.41% |
$2.07M - $2.12M
|
4.17M
$156M
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.8K- 0.99% |
$64.1K - $65.5K
|
180K
$6.75M
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-77.1K- 17.95% |
$2.74M - $2.81M
|
352K
$13.2M
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-400- 3.16% |
$14.2K - $14.6K
|
12.3K
$459K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-780K- 98.26% |
$27.8M - $28.4M
|
13.8K
$519K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
301New |
$10.7K - $11K
|
301
$11.3K
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
62.5K+ 73.97% |
$2.22M - $2.28M
|
147K
$5.51M
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
523K+ 1.42% |
$18.6M - $19M
|
37.5M
$1.4B
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2M+ 96.44% |
$71.2M - $72.9M
|
4.08M
$153M
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
7.98K+ 7.98% |
$284K - $290K
|
108K
$4.04M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
540+ 7.57% |
$19.2K - $19.7K
|
7.67K
$288K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.99KNew |
$320K - $327K
|
8.99K
$337K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-253K- 91.78% |
$8.99M - $9.2M
|
22.6K
$849K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
868K+ 5.33% |
$30.9M - $31.6M
|
17.1M
$643M
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
9.24K+ 24.67% |
$329K - $337K
|
46.7K
$1.75M
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-400- 3.16% |
$14.2K - $14.6K
|
12.3K
$459K
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-473- 8.41% |
$16.8K - $17.2K
|
5.15K
$193K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.04K+ 13.04% |
$37K - $37.8K
|
9.01K
$338K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
102K+ 69.24% |
$3.64M - $3.72M
|
250K
$9.36M
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.28K+ 1.68% |
$45.4K - $46.4K
|
77.2K
$2.89M
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-12.6K- 26.99% |
$447K - $457K
|
34K
$1.27M
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-22.3K- 50.88% |
$794K - $812K
|
21.5K
$807K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.85KNew |
$244K - $249K
|
6.85K
$257K
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
55.5K+ 3.02% |
$1.98M - $2.02M
|
1.89M
$71M
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.47KNew |
$266K - $272K
|
7.47K
$280K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-275- 4.32% |
$9.79K - $10K
|
6.09K
$228K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.2K- 8.31% |
$42.8K - $43.8K
|
13.3K
$497K
|