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 |
---|---|---|---|---|---|---|---|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
123New |
$4.12K - $4.38K
|
123
$4.61K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-168- 94.92% |
$5.63K - $5.98K
|
9
$337
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-56- 96.55% |
$1.88K - $1.99K
|
2
$75
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-741- 10.5% |
$24.8K - $26.4K
|
6.32K
$237K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
369New |
$12.4K - $13.1K
|
369
$13.8K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
60New |
$2.01K - $2.14K
|
60
$2.25K
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
BUY
|
- |
7.45KNew |
$250K - $265K
|
7.45K
$279K
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-36- 69.23% |
$1.21K - $1.28K
|
16
$600
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.04KNew |
$102K - $108K
|
3.04K
$114K
|
|
Feb 14, 2023
Q4 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
457KNew |
$15.3M - $16.3M
|
457K
$17.1M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
1.73MNew |
$57.9M - $61.5M
|
1.73M
$64.8M
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
482New |
$16.1K - $17.2K
|
482
$18.1K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
317+ 255.65% |
$10.6K - $11.3K
|
441
$16.5K
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.61KNew |
$221K - $235K
|
6.61K
$248K
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
115KNew |
$3.85M - $4.09M
|
115K
$4.31M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.31KNew |
$43.8K - $46.5K
|
1.31K
$49K
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
75.1K+ 14.56% |
$2.51M - $2.67M
|
591K
$22.1M
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-94- 54.65% |
$3.15K - $3.35K
|
78
$2.92K
|
|
Feb 08, 2023
Q4 2022
|
Japan Science & Technology Agency
Tokyo, M0 |
BUY
|
- |
11.1MNew |
$373M - $396M
|
11.1M
$417M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.6K- 76.36% |
$423K - $449K
|
3.91K
$147K
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-380K- 97.86% |
$12.7M - $13.5M
|
8.31K
$312K
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
30New |
$1K - $1.07K
|
30
$1.12K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
458New |
$15.3K - $16.3K
|
458
$17.2K
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-15- 5.64% |
$502 - $534
|
251
$9.41K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
11.5KNew |
$384K - $408K
|
11.5K
$429K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
479New |
$16K - $17K
|
479
$18K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-14- 1.24% |
$469 - $498
|
1.12K
$41.8K
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
244KNew |
$8.17M - $8.68M
|
244K
$9.14M
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-659- 4.22% |
$22.1K - $23.5K
|
15K
$561K
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
30New |
$1K - $1.07K
|
30
$1.12K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
85New |
$2.85K - $3.03K
|
85
$3.19K
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
9.64KNew |
$323K - $343K
|
9.64K
$361K
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
23.9KNew |
$799K - $849K
|
23.9K
$894K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
24New |
$804 - $854
|
24
$900
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.09K+ 13.46% |
$104K - $110K
|
26.1K
$977K
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
46New |
$1.54K - $1.64K
|
46
$1.72K
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
117KNew |
$3.92M - $4.16M
|
117K
$4.38M
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-50- 25.64% |
$1.67K - $1.78K
|
145
$5.43K
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
15New |
$502 - $534
|
15
$562
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
66New |
$2.21K - $2.35K
|
66
$2.47K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
130New |
$4.35K - $4.63K
|
130
$4.87K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
145New |
$4.86K - $5.16K
|
145
$5.43K
|
|
Jan 09, 2023
Q4 2022
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-3.25K- 67.99% |
$109K - $116K
|
1.53K
$57.3K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
305New |
$10.2K - $10.9K
|
305
$11.4K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
24New |
$804 - $854
|
24
$900
|
|
Q3 2022 | |||||||
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-87Closed |
$2.92K - $3.23K
|
0
$0
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-12.7KClosed |
$427K - $472K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
12.7KNew |
$426K - $471K
|
12.7K
$476K
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-804- 7.32% |
$27K - $29.8K
|
10.2K
$382K
|