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 |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11+ 0.3% |
$381 - $390
|
3.7K
$139K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-5.82M- 67.32% |
$201M - $206M
|
2.82M
$106M
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-528Closed |
$18.3K - $18.7K
|
0
$0
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
45.6KNew |
$1.58M - $1.62M
|
45.6K
$1.71M
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
48New |
$1.66K - $1.7K
|
48
$1.8K
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-25- 44.64% |
$865 - $887
|
31
$1.16K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.55K- 49.84% |
$53.6K - $55K
|
1.56K
$58.5K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-53.7K- 93.92% |
$1.86M - $1.91M
|
3.48K
$130K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
223New |
$7.72K - $7.91K
|
223
$8.36K
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
32.9KNew |
$1.14M - $1.17M
|
32.9K
$1.23M
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-2- 1.18% |
$69.2 - $71
|
168
$6.3K
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
12.3KNew |
$427K - $438K
|
12.3K
$462K
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
59.9K+ 337.45% |
$2.07M - $2.13M
|
77.7K
$2.91M
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
104+ 4.95% |
$3.6K - $3.69K
|
2.21K
$82.6K
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
79New |
$2.73K - $2.8K
|
79
$2.96K
|
|
Q1 2023 | |||||||
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
11New |
$378 - $398
|
11
$412
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.32KNew |
$114K - $120K
|
3.32K
$125K
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.48K- 18.08% |
$85.1K - $89.5K
|
11.2K
$420K
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
10.5KNew |
$359K - $378K
|
10.5K
$392K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
11+ 36.67% |
$378 - $398
|
41
$1.54K
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.01KNew |
$275K - $289K
|
8.01K
$300K
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.42KNew |
$48.8K - $51.4K
|
1.42K
$53.3K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.75K- 85.4% |
$94.5K - $99.4K
|
470
$17.6K
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-9.58K- 37.66% |
$329K - $346K
|
15.9K
$594K
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
989+ 86.0% |
$34K - $35.8K
|
2.14K
$80.2K
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
51.9KNew |
$1.78M - $1.88M
|
51.9K
$1.95M
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
401New |
$13.8K - $14.5K
|
401
$15K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
91.9KNew |
$3.16M - $3.32M
|
91.9K
$3.44M
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.61KNew |
$262K - $275K
|
7.61K
$285K
|
|
May 05, 2023
Q1 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
BUY
|
- |
783KNew |
$26.9M - $28.3M
|
783K
$29.3M
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
63New |
$2.16K - $2.28K
|
63
$2.36K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-86- 4.01% |
$2.95K - $3.11K
|
2.06K
$77.1K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
700New |
$24K - $25.3K
|
700
$26.2K
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
24.2KNew |
$832K - $876K
|
24.2K
$908K
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.7K- 87.63% |
$58.4K - $61.5K
|
240
$9K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.68KNew |
$57.6K - $60.6K
|
1.68K
$62.8K
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
9KNew |
$309K - $325K
|
9K
$337K
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
320New |
$11K - $11.6K
|
320
$12K
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
5.72KNew |
$196K - $207K
|
5.72K
$214K
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26New |
$893 - $940
|
26
$974
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
86New |
$2.95K - $3.11K
|
86
$3.22K
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
7.62KNew |
$262K - $275K
|
7.62K
$286K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-304- 4.27% |
$10.4K - $11K
|
6.81K
$255K
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.33KNew |
$217K - $229K
|
6.33K
$237K
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-135- 1.27% |
$4.64K - $4.88K
|
10.5K
$395K
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
7.08KNew |
$243K - $256K
|
7.08K
$266K
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-182- 70.0% |
$6.25K - $6.58K
|
78
$2.92K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
829+ 8.58% |
$28.5K - $30K
|
10.5K
$393K
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
63+ 1.04% |
$2.16K - $2.28K
|
6.12K
$229K
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-263- 1.18% |
$9.03K - $9.51K
|
22K
$826K
|