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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
9.43KNew |
$319K - $345K
|
9.43K
$352K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.0% |
$33.8 - $36.6
|
1.62M
$60.5M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
146New |
$4.93K - $5.34K
|
146
$5.44K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3New |
$101 - $110
|
3
$112
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-151KClosed |
$5.09M - $5.51M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
584KNew |
$19.7M - $21.4M
|
584K
$21.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-2.45M- 98.43% |
$82.9M - $89.7M
|
39.1K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.42KNew |
$48K - $52K
|
1.42K
$53K
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.48MNew |
$50M - $54.2M
|
1.48M
$55.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
436KNew |
$14.7M - $16M
|
436K
$16.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
21.6KNew |
$730K - $790K
|
21.6K
$805K
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
6.67KNew |
$225K - $244K
|
6.67K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
18.7KNew |
$631K - $683K
|
18.7K
$696K
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
165KNew |
$5.58M - $6.04M
|
165K
$6.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
142KNew |
$4.8M - $5.2M
|
142K
$5.3M
|
|
|
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
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
718New |
$24.3K - $26.3K
|
718
$26.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
28New |
$946 - $1.02K
|
28
$1.04K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
6.07KNew |
$205K - $222K
|
6.07K
$226K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
109New |
$3.68K - $3.99K
|
109
$4.06K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
40New |
$1.35K - $1.46K
|
40
$1.49K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-11.4K- 50.67% |
$386K - $418K
|
11.1K
$415K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
642New |
$21.7K - $23.5K
|
642
$23.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
6.16KNew |
$208K - $225K
|
6.16K
$230K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-230- 3.28% |
$7.77K - $8.42K
|
6.78K
$253K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
5.61KNew |
$190K - $205K
|
5.61K
$209K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
58New |
$1.96K - $2.12K
|
58
$2.16K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5.61KNew |
$190K - $205K
|
5.61K
$209K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.23KNew |
$41.7K - $45.1K
|
1.23K
$46K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3K+ 54.26% |
$101K - $110K
|
8.53K
$318K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
35.6K+ 57.44% |
$1.2M - $1.3M
|
97.7K
$3.64M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.12K- 99.91% |
$37.7K - $40.8K
|
1
$37.3
|
|
|
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
$485
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.9KNew |
$199K - $216K
|
5.9K
$220K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1KNew |
$33.8K - $36.6K
|
1K
$37.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.7K- 35.44% |
$360K - $390K
|
19.4K
$724K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.58K+ 7.96% |
$53.3K - $57.7K
|
21.4K
$798K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
341+ 4.93% |
$11.5K - $12.5K
|
7.26K
$271K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
333New |
$11.3K - $12.2K
|
333
$12.4K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
211New |
$7.13K - $7.72K
|
211
$7.87K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
8.39KNew |
$290K - $298K
|
8.39K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.33KNew |
$219K - $225K
|
6.33K
$236K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
113K+ 190.53% |
$3.91M - $4.03M
|
173K
$6.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
81New |
$2.8K - $2.88K
|
81
$3.02K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.93MClosed |
$205M - $211M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1New |
$34.6 - $35.6
|
1
$37.3
|
|
|
Nov 09, 2023
Q3 2023
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-5.5K- 3.27% |
$190K - $196K
|
163K
$6.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2New |
$69.2 - $71.1
|
2
$74.6
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
43.2KNew |
$1.5M - $1.54M
|
43.2K
$1.61M
|
|