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 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
127New |
$4.4K - $4.51K
|
127
$4.73K
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-60.9KClosed |
$2.11M - $2.16M
|
0
$0
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-43- 7.48% |
$1.49K - $1.53K
|
532
$19.8K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-288- 14.18% |
$9.97K - $10.2K
|
1.74K
$64.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.67KNew |
$196K - $201K
|
5.67K
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
483New |
$16.7K - $17.1K
|
483
$18K
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-327- 5.34% |
$11.3K - $11.6K
|
5.8K
$216K
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.21K+ 33.37% |
$111K - $114K
|
12.8K
$478K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-233K- 21.24% |
$8.07M - $8.27M
|
864K
$32.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
7.44K+ 1222.33% |
$258K - $264K
|
8.05K
$300K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
70New |
$2.42K - $2.48K
|
70
$2.61K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.9K+ 7.94% |
$65.8K - $67.4K
|
25.8K
$962K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
27New |
$934 - $958
|
27
$1.01K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-807- 6.06% |
$27.9K - $28.6K
|
12.5K
$466K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
32+ 1.72% |
$1.11K - $1.14K
|
1.89K
$70.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
20.9KNew |
$723K - $741K
|
20.9K
$778K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
14.2KNew |
$493K - $505K
|
14.2K
$530K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-5.82M- 67.32% |
$201M - $206M
|
2.82M
$105M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11+ 0.3% |
$381 - $390
|
3.7K
$138K
|
|
|
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
$1.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
48New |
$1.66K - $1.7K
|
48
$1.79K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-25- 44.64% |
$865 - $887
|
31
$1.15K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.55K- 49.84% |
$53.6K - $55K
|
1.56K
$58.1K
|
|
|
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
$8.31K
|
|
|
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
$6.26K
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
59.9K+ 337.45% |
$2.07M - $2.13M
|
77.7K
$2.89M
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
12.3KNew |
$427K - $438K
|
12.3K
$460K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
104+ 4.95% |
$3.6K - $3.69K
|
2.21K
$82.1K
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
11New |
$378 - $398
|
11
$410
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.32KNew |
$114K - $120K
|
3.32K
$124K
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
10.5KNew |
$359K - $378K
|
10.5K
$390K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.48K- 18.08% |
$85.1K - $89.5K
|
11.2K
$418K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
11+ 36.67% |
$378 - $398
|
41
$1.53K
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.01KNew |
$275K - $289K
|
8.01K
$298K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.42KNew |
$48.8K - $51.4K
|
1.42K
$53K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.75K- 85.4% |
$94.5K - $99.4K
|
470
$17.5K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
989+ 86.0% |
$34K - $35.8K
|
2.14K
$79.7K
|
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-9.58K- 37.66% |
$329K - $346K
|
15.9K
$590K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
51.9KNew |
$1.78M - $1.88M
|
51.9K
$1.93M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
401New |
$13.8K - $14.5K
|
401
$14.9K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.61KNew |
$262K - $275K
|
7.61K
$284K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
91.9KNew |
$3.16M - $3.32M
|
91.9K
$3.42M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
63New |
$2.16K - $2.28K
|
63
$2.35K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-86- 4.01% |
$2.95K - $3.11K
|
2.06K
$76.7K
|
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
24.2KNew |
$832K - $876K
|
24.2K
$902K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
700New |
$24K - $25.3K
|
700
$26.1K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.7K- 87.63% |
$58.4K - $61.5K
|
240
$8.94K
|
|