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 |
---|---|---|---|---|---|---|---|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-11.6KClosed |
$397K - $451K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
20KNew |
$687K - $780K
|
20K
$747K
|
|
Jul 11, 2022
Q2 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-1.66K- 6.99% |
$57K - $64.8K
|
22.1K
$825K
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
SELL
|
- |
-13.7KClosed |
$469K - $533K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-4.46K- 98.74% |
$153K - $173K
|
57
$2.12K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.77KClosed |
$66.8K - $72.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Exelon Corp
Chicago, IL |
SELL
|
- |
-279KClosed |
$10.5M - $11.5M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-30.8KClosed |
$1.17M - $1.27M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-64Closed |
$2.42K - $2.63K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
4New |
$151 - $165
|
4
$149
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-13.2KClosed |
$500K - $544K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.11KNew |
$42.1K - $45.8K
|
1.11K
$41.5K
|
|
May 13, 2022
Q1 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-5.24KClosed |
$198K - $216K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-371Closed |
$14K - $15.3K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-113Closed |
$4.27K - $4.65K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-7.85KClosed |
$297K - $323K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
62.8KNew |
$2.38M - $2.59M
|
62.8K
$2.34M
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-570Closed |
$21.6K - $23.5K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-8Closed |
$303 - $329
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-143Closed |
$5.41K - $5.89K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 50.0% |
$75.6 - $82.3
|
6
$224
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
SELL
|
- |
-7.32KClosed |
$277K - $301K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-6.39KClosed |
$242K - $263K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.11KClosed |
$269K - $292K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-30KClosed |
$1.13M - $1.23M
|
0
$0
|
|
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 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-6.81KClosed |
$257K - $280K
|
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
$57.7K
|
|
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
$217K
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
6New |
$243 - $249
|
6
$224
|
|
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
$3.13K
|
|
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
|