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, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
115K+ 76.06% |
$3.86M - $4.27M
|
266K
$9.92M
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
9.87K+ 126.53% |
$331K - $366K
|
17.7K
$659K
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
18+ 4.5% |
$604 - $668
|
418
$15.6K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-76- 96.2% |
$2.55K - $2.82K
|
3
$112
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
60.5KNew |
$2.03M - $2.25M
|
60.5K
$2.25M
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
SELL
|
- |
-79- 43.17% |
$2.65K - $2.93K
|
104
$3.88K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
114New |
$3.83K - $4.23K
|
114
$4.25K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
123New |
$4.13K - $4.57K
|
123
$4.58K
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.89K- 24.31% |
$96.9K - $107K
|
8.99K
$335K
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
11.5KNew |
$385K - $426K
|
11.5K
$428K
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
622New |
$20.9K - $23.1K
|
622
$23.2K
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
622New |
$20.9K - $23.1K
|
622
$23.2K
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-210- 2.43% |
$7.05K - $7.8K
|
8.43K
$314K
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-11K- 60.64% |
$370K - $410K
|
7.16K
$267K
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
961New |
$32.3K - $35.7K
|
961
$35.8K
|
|
Q2 2022 | |||||||
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
292+ 26.19% |
$10K - $11.4K
|
1.41K
$52.4K
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
6.4KNew |
$219K - $249K
|
6.4K
$238K
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-40.5KClosed |
$1.39M - $1.58M
|
0
$0
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2New |
$68.5 - $77.8
|
2
$74.5
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
180New |
$6.17K - $7.01K
|
180
$6.71K
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-5KClosed |
$171K - $195K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-32Closed |
$1.1K - $1.25K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-17.4K- 74.89% |
$596K - $677K
|
5.84K
$217K
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-900Closed |
$30.8K - $35K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-701KClosed |
$24M - $27.3M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.76K+ 23.11% |
$231K - $263K
|
36K
$1.34M
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-52.2KClosed |
$1.79M - $2.03M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-450- 3.61% |
$15.4K - $17.5K
|
12K
$448K
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-59.9KClosed |
$2.05M - $2.33M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-9.63KClosed |
$330K - $375K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
134New |
$4.59K - $5.22K
|
134
$4.99K
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.67K- 37.53% |
$126K - $143K
|
6.11K
$228K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-11Closed |
$377 - $428
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-131KClosed |
$4.48M - $5.09M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-319Closed |
$10.9K - $12.4K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-12.8KClosed |
$439K - $498K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.38KClosed |
$184K - $209K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-498- 92.05% |
$17.1K - $19.4K
|
43
$1.6K
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-6Closed |
$206 - $234
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-9.67KClosed |
$331K - $376K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-7.64KClosed |
$262K - $297K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-390Closed |
$13.4K - $15.2K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-73Closed |
$2.5K - $2.84K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-700KClosed |
$24M - $27.2M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-9.26K- 1.07% |
$317K - $360K
|
853K
$31.8M
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-9.72K- 59.72% |
$333K - $378K
|
6.55K
$244K
|
|
Jul 29, 2022
Q2 2022
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
1.01MNew |
$34.7M - $39.4M
|
1.01M
$37.7M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
686New |
$23.5K - $26.7K
|
686
$25.6K
|
|
Jul 28, 2022
Q2 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-14.5K- 21.23% |
$497K - $565K
|
53.8K
$2.01M
|