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 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
17+ 0.29% |
$613 - $640
|
5.87K
$219K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.15K+ 1.21% |
$41.4K - $43.3K
|
96.1K
$3.58M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-163- 1.23% |
$5.88K - $6.14K
|
13.1K
$489K
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-8.67K- 42.38% |
$313K - $326K
|
11.8K
$439K
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5.65K+ 1527.57% |
$204K - $213K
|
6.02K
$225K
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
6.23K+ 4.14% |
$225K - $235K
|
157K
$5.84M
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.61KNew |
$57.9K - $60.5K
|
1.61K
$59.9K
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-22.8K- 77.22% |
$823K - $860K
|
6.74K
$251K
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
14.4KNew |
$521K - $544K
|
14.4K
$538K
|
|
Nov 13, 2024
Q3 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
26.3KNew |
$948K - $990K
|
26.3K
$980K
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2New |
$72.1 - $75.3
|
2
$74.6
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.68K+ 1.5% |
$96.6K - $101K
|
181K
$6.76M
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
500+ 50.0% |
$18K - $18.8K
|
1.5K
$55.9K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
77New |
$2.78K - $2.9K
|
77
$2.87K
|
|
Nov 12, 2024
Q3 2024
|
Santa Clara Valley Transportation Authority
San Jose, CA |
BUY
|
- |
614KNew |
$22.1M - $23.1M
|
614K
$22.9M
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.56K- 49.67% |
$92.2K - $96.3K
|
2.59K
$96.6K
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
187New |
$6.74K - $7.04K
|
187
$6.97K
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11KNew |
$395K - $413K
|
11K
$408K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
12New |
$433 - $452
|
12
$447
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.14K- 16.88% |
$41.2K - $43K
|
5.62K
$210K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.4KNew |
$376K - $393K
|
10.4K
$389K
|
|
Nov 06, 2024
Q3 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
14.9KNew |
$536K - $560K
|
14.9K
$555K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
78New |
$2.81K - $2.94K
|
78
$2.91K
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
810New |
$29.2K - $30.5K
|
810
$30.2K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-36.7K- 26.25% |
$1.32M - $1.38M
|
103K
$3.84M
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-301- 4.15% |
$10.9K - $11.3K
|
6.95K
$259K
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1- 0.5% |
$36.1 - $37.7
|
200
$7.46K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3New |
$108 - $113
|
3
$112
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
161KNew |
$5.8M - $6.06M
|
161K
$6M
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
20New |
$721 - $753
|
20
$746
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.06KNew |
$255K - $266K
|
7.06K
$263K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-301- 1.38% |
$10.9K - $11.3K
|
21.5K
$800K
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.13KNew |
$221K - $231K
|
6.13K
$229K
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
6.79KNew |
$245K - $256K
|
6.79K
$253K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-12.3K- 95.46% |
$442K - $461K
|
582
$21.7K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-73- 16.44% |
$2.63K - $2.75K
|
371
$13.8K
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-228- 3.96% |
$8.22K - $8.59K
|
5.54K
$206K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-221- 93.64% |
$7.97K - $8.32K
|
15
$559
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
613New |
$22.1K - $23.1K
|
613
$22.9K
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.46KNew |
$197K - $206K
|
5.46K
$203K
|
|
Oct 25, 2024
Q3 2024
|
Toews Corp
|
SELL
|
- |
-25K- 0.58% |
$902K - $941K
|
4.26M
$159M
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
5.92KNew |
$213K - $223K
|
5.92K
$221K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
708New |
$25.5K - $26.7K
|
708
$26.4K
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-126K- 95.45% |
$4.56M - $4.76M
|
6.03K
$225K
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
83New |
$2.99K - $3.13K
|
83
$3.09K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
33.7KNew |
$1.21M - $1.27M
|
33.7K
$1.26M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
3.27KNew |
$118K - $123K
|
3.27K
$122K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
364K+ 2.76% |
$13.1M - $13.7M
|
13.6M
$505M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
85.7K+ 6.74% |
$3.09M - $3.23M
|
1.36M
$50.6M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.34K- 47.9% |
$84.3K - $88.1K
|
2.54K
$94.8K
|