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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2021
Q4 2020
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-13.3KClosed |
$522K - $548K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Glassman Wealth Services
|
SELL
|
- |
-39Closed |
$1.53K - $1.61K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-7Closed |
$275 - $289
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-30Closed |
$1.18K - $1.24K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-171Closed |
$6.72K - $7.06K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-7.49KClosed |
$295K - $309K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-49Closed |
$1.93K - $2.02K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-7.48KClosed |
$286K - $299K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-76Closed |
$2.9K - $3.04K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-5Closed |
$191 - $200
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-8.11KClosed |
$310K - $325K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.67KClosed |
$102K - $107K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-40.4KClosed |
$1.54M - $1.62M
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-33Closed |
$1.26K - $1.32K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-8.54K- 56.07% |
$292K - $336K
|
6.69K
$249K
|
|
|
Aug 18, 2020
Q2 2020
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-2Closed |
$68.3 - $78.7
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-6.78KClosed |
$232K - $267K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-15.3KClosed |
$523K - $602K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Wealthpoint, LLC
|
SELL
|
- |
-8.05KClosed |
$275K - $317K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-40.2KClosed |
$1.37M - $1.58M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-10KClosed |
$342K - $394K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Eos Management, L.P.
|
SELL
|
- |
-84KClosed |
$2.87M - $3.31M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-45Closed |
$1.54K - $1.77K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-41Closed |
$1.31K - $1.7K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-900Closed |
$28.8K - $37.3K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-23.7KClosed |
$757K - $981K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-41Closed |
$1.31K - $1.7K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-436Closed |
$14K - $18.1K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-18.3KClosed |
$738K - $754K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-107Closed |
$4.32K - $4.41K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-333Closed |
$13.4K - $13.7K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-3Closed |
$121 - $124
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Moseley Investment Management Inc
|
SELL
|
- |
-7.9KClosed |
$319K - $326K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-136Closed |
$5.48K - $5.59K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-382Closed |
$15.4K - $15.7K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-913Closed |
$36.8K - $37.5K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 30, 2019
Q2 2019
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-78Closed |
$3.1K - $3.82K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-366Closed |
$14.6K - $17.9K
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Gemmer Asset Management LLC
|
SELL
|
- |
-176Closed |
$7K - $8.61K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-19Closed |
$756 - $930
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 26, 2019
Q1 2019
|
Barber Financial Group, Inc.
|
SELL
|
- |
-10.1KClosed |
$462K - $493K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-1Closed |
$48.1 - $49
|
0
$0
|
|