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 |
---|---|---|---|---|---|---|---|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-85Closed |
$3.48K - $3.55K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Ota Financial Group L.P.
|
SELL
|
- |
-34.8KClosed |
$1.43M - $1.45M
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Gleason Group, Inc.
|
SELL
|
- |
-102Closed |
$4.18K - $4.26K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-660Closed |
$27K - $27.5K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-6.35KClosed |
$260K - $265K
|
0
$0
|
|
Q1 2021 | |||||||
Sep 23, 2021
Q1 2021
|
Systelligence, LLC
|
SELL
|
- |
-238KClosed |
$9.66M - $9.91M
|
0
$0
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-16Closed |
$649 - $665
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-16Closed |
$649 - $665
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-158- 31.54% |
$6.41K - $6.57K
|
343
$12.8K
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.14KClosed |
$168K - $172K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-315Closed |
$12.8K - $13.1K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-65Closed |
$2.64K - $2.7K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-27KClosed |
$1.09M - $1.12M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-261Closed |
$10.6K - $10.9K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-6.5KClosed |
$264K - $270K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-28Closed |
$1.14K - $1.16K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1Closed |
$40.6 - $41.6
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-5Closed |
$203 - $208
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-5.33KClosed |
$216K - $222K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-168Closed |
$6.81K - $6.99K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Country Trust Bank
|
BUY
|
- |
158New |
$6.41K - $6.57K
|
158
$5.89K
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-7Closed |
$284 - $291
|
0
$0
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.2KClosed |
$47.2K - $49.5K
|
0
$0
|
|
Feb 19, 2021
Q4 2020
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-200Closed |
$7.86K - $8.25K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Twin Capital Management Inc
|
SELL
|
- |
-41.5KClosed |
$1.63M - $1.71M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-13.3KClosed |
$522K - $548K
|
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 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 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
|