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 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10K+ 3.79% |
$366K - $375K
|
274K
$10.1M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-782- 5.84% |
$28.6K - $29.3K
|
12.6K
$466K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-633- 11.57% |
$23.1K - $23.8K
|
4.84K
$179K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
77.1K+ 46.96% |
$2.82M - $2.89M
|
241K
$8.92M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.34K+ 5.21% |
$195K - $200K
|
108K
$3.98M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-86- 5.18% |
$3.14K - $3.23K
|
1.58K
$58.2K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.54K- 5.13% |
$166K - $170K
|
84K
$3.11M
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
277+ 4.03% |
$10.1K - $10.4K
|
7.14K
$264K
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.8KNew |
$468K - $481K
|
12.8K
$473K
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.47KNew |
$346K - $356K
|
9.47K
$350K
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-8.9K- 47.97% |
$325K - $334K
|
9.65K
$357K
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
224KNew |
$8.17M - $8.4M
|
224K
$8.27M
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
64KNew |
$2.34M - $2.4M
|
64K
$2.37M
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
2.51K+ 19.98% |
$91.6K - $94.1K
|
15.1K
$557K
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
48New |
$1.75K - $1.8K
|
48
$1.77K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.5K+ 16.09% |
$311K - $319K
|
61.4K
$2.27M
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
59K+ 217.25% |
$2.16M - $2.21M
|
86.1K
$3.18M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.6K+ 20.43% |
$605K - $622K
|
97.7K
$3.61M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19KNew |
$695K - $714K
|
19K
$703K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.46K+ 39.85% |
$236K - $243K
|
22.7K
$839K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.9K+ 5.04% |
$1.17M - $1.2M
|
665K
$24.6M
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
1.66M+ 15069.09% |
$60.6M - $62.2M
|
1.67M
$61.7M
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.6K+ 14.62% |
$387K - $398K
|
83.1K
$3.07M
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
210KNew |
$7.67M - $7.88M
|
210K
$7.76M
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.98K+ 37.07% |
$72.2K - $74.2K
|
7.31K
$270K
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
22.4K+ 10.51% |
$819K - $841K
|
236K
$8.72M
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
2.51K+ 19.98% |
$91.6K - $94.1K
|
15.1K
$557K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
779New |
$28.5K - $29.2K
|
779
$28.8K
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-745- 93.71% |
$27.2K - $28K
|
50
$1.85K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12.6KNew |
$462K - $475K
|
12.6K
$468K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.9K+ 5.95% |
$1.57M - $1.61M
|
765K
$28.3M
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-125- 1.38% |
$4.57K - $4.69K
|
8.92K
$330K
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-5.93K- 85.48% |
$217K - $222K
|
1.01K
$37.2K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
20New |
$731 - $751
|
20
$739
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-60.1M- 93.89% |
$2.19B - $2.25B
|
3.91M
$145M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-755- 24.49% |
$27.6K - $28.3K
|
2.33K
$86.1K
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
45.7K+ 6.44% |
$1.67M - $1.71M
|
756K
$27.9M
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
94.7K+ 21.31% |
$3.46M - $3.55M
|
539K
$19.9M
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
462KNew |
$16.9M - $17.4M
|
462K
$17.1M
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-160- 0.08% |
$5.85K - $6K
|
189K
$6.99M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.32K+ 12.67% |
$268K - $275K
|
65.1K
$2.41M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.84K- 7.75% |
$177K - $182K
|
57.7K
$2.13M
|
|
Feb 12, 2025
Q4 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
149New |
$5.44K - $5.59K
|
149
$5.51K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
65New |
$2.38K - $2.44K
|
65
$2.4K
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.04M- 82.64% |
$38.1M - $39.1M
|
219K
$8.09M
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
23.6KNew |
$862K - $886K
|
23.6K
$872K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
26.8K+ 2.74% |
$980K - $1.01M
|
1.01M
$37.2M
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
885+ 0.49% |
$32.3K - $33.2K
|
183K
$6.75M
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-2.5K- 18.87% |
$91.2K - $93.7K
|
10.7K
$397K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
22K+ 5.25% |
$803K - $824K
|
440K
$16.3M
|