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 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-50Closed |
$1.89K - $2.06K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-9.99KClosed |
$378K - $411K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1Closed |
$37.8 - $41.2
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-8.67KClosed |
$328K - $357K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-57Closed |
$2.16K - $2.35K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-54Closed |
$2.04K - $2.22K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-13.8KClosed |
$521K - $568K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.71KClosed |
$254K - $276K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-10.9KClosed |
$411K - $447K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-157Closed |
$5.94K - $6.46K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-6.33KClosed |
$239K - $261K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.64KClosed |
$62K - $67.5K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-9.6KClosed |
$363K - $395K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-972Closed |
$36.8K - $40K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-5.39KClosed |
$204K - $222K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-6.81KClosed |
$257K - $280K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-5.3KClosed |
$201K - $218K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-5.18KClosed |
$196K - $213K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.55KNew |
$58.5K - $63.7K
|
1.55K
$57.2K
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-56.8KClosed |
$2.15M - $2.34M
|
0
$0
|
|
Q4 2021 | |||||||
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.82KNew |
$236K - $242K
|
5.82K
$215K
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
6New |
$243 - $249
|
6
$222
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-43Closed |
$1.74K - $1.78K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
84New |
$3.4K - $3.49K
|
84
$3.11K
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2Closed |
$80.9 - $83
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-4Closed |
$162 - $166
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.31KClosed |
$52.8K - $54.2K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-6.08KClosed |
$246K - $252K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-98Closed |
$3.97K - $4.07K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
102New |
$4.13K - $4.23K
|
102
$3.77K
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-7.32KClosed |
$296K - $304K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-167Closed |
$6.76K - $6.93K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-708Closed |
$28.6K - $29.4K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-16- 3.33% |
$647 - $664
|
464
$17.2K
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-37- 39.36% |
$1.5K - $1.54K
|
57
$2.11K
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-22Closed |
$890 - $913
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-15.1KClosed |
$612K - $627K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-408KClosed |
$16.5M - $16.9M
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-13Closed |
$526 - $539
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
SELL
|
- |
-120Closed |
$4.86K - $4.98K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-36Closed |
$1.46K - $1.49K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-245Closed |
$9.91K - $10.2K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-29- 8.43% |
$1.17K - $1.2K
|
315
$11.6K
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
SELL
|
- |
-8.94KClosed |
$362K - $371K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-73Closed |
$2.95K - $3.03K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-4.83KClosed |
$196K - $201K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
13New |
$526 - $539
|
13
$481
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-9.11KClosed |
$368K - $378K
|
0
$0
|
|
Q3 2021 | |||||||
Apr 04, 2024
Q3 2021
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-84.2K- 9.47% |
$3.47M - $3.52M
|
804K
$29.7M
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-52Closed |
$2.14K - $2.17K
|
0
$0
|