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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
13.1K+ 42.59% |
$443K - $480K
|
43.9K
$1.64M
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
6.07KNew |
$205K - $222K
|
6.07K
$227K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
40New |
$1.35K - $1.46K
|
40
$1.5K
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-11.4K- 50.67% |
$386K - $418K
|
11.1K
$417K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
642New |
$21.7K - $23.5K
|
642
$24.1K
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
6.16KNew |
$208K - $225K
|
6.16K
$231K
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
5.61KNew |
$190K - $205K
|
5.61K
$210K
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-230- 3.28% |
$7.77K - $8.42K
|
6.78K
$254K
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
58New |
$1.96K - $2.12K
|
58
$2.17K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.8K- 99.78% |
$60.9K - $66K
|
4
$150
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
666New |
$22.5K - $24.4K
|
666
$25K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-26- 70.27% |
$879 - $951
|
11
$412
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5.61KNew |
$190K - $205K
|
5.61K
$210K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.23KNew |
$41.7K - $45.1K
|
1.23K
$46.2K
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3K+ 54.26% |
$101K - $110K
|
8.53K
$320K
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
225New |
$7.6K - $8.23K
|
225
$8.43K
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
35.6K+ 57.44% |
$1.2M - $1.3M
|
97.7K
$3.66M
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
267New |
$9.02K - $9.77K
|
267
$10K
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.12K- 99.91% |
$37.7K - $40.8K
|
1
$37.5
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
9.3K+ 3.09% |
$314K - $340K
|
310K
$11.6M
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
13New |
$439 - $476
|
13
$487
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.9KNew |
$199K - $216K
|
5.9K
$221K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1KNew |
$33.8K - $36.6K
|
1K
$37.5K
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.36KNew |
$215K - $233K
|
6.36K
$238K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.7K- 35.44% |
$360K - $390K
|
19.4K
$728K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
114New |
$3.85K - $4.17K
|
114
$4.27K
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.58K+ 7.96% |
$53.3K - $57.7K
|
21.4K
$802K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-28- 10.61% |
$946 - $1.02K
|
236
$8.85K
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
341+ 4.93% |
$11.5K - $12.5K
|
7.26K
$272K
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
333New |
$11.3K - $12.2K
|
333
$12.5K
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.74K+ 67.65% |
$58.7K - $63.6K
|
4.31K
$161K
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
211New |
$7.13K - $7.72K
|
211
$7.91K
|
|
Q3 2023 | |||||||
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-282- 93.07% |
$9.75K - $10K
|
21
$787
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-310K- 38.25% |
$10.7M - $11M
|
500K
$18.7M
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.59K- 17.66% |
$54.8K - $56.4K
|
7.39K
$277K
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
8.39KNew |
$290K - $298K
|
8.39K
$315K
|
|
Nov 14, 2023
Q3 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
63KNew |
$2.18M - $2.24M
|
63K
$2.36M
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.33KNew |
$219K - $225K
|
6.33K
$237K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
113K+ 190.53% |
$3.91M - $4.03M
|
173K
$6.47M
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1New |
$34.6 - $35.6
|
1
$37.5
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.93MClosed |
$205M - $211M
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
78.8KNew |
$2.72M - $2.8M
|
78.8K
$2.95M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
81New |
$2.8K - $2.88K
|
81
$3.04K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-37- 97.37% |
$1.28K - $1.32K
|
1
$37.5
|
|
Nov 09, 2023
Q3 2023
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-5.5K- 3.27% |
$190K - $196K
|
163K
$6.11M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
43.2KNew |
$1.5M - $1.54M
|
43.2K
$1.62M
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-11K- 40.74% |
$380K - $391K
|
16K
$600K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2New |
$69.2 - $71.1
|
2
$75
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
CALL |
1.9KNew |
$65.7K - $67.6K
|
1.9K
$71.2K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
214New |
$7.4K - $7.61K
|
214
$8.02K
|