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 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-615- 0.32% |
$21.9K - $22.4K
|
189K
$7.07M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.32KNew |
$261K - $267K
|
7.32K
$274K
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-5.17K- 2.65% |
$184K - $188K
|
190K
$7.13M
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.82K- 6.8% |
$136K - $139K
|
52.3K
$1.96M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.72KNew |
$168K - $172K
|
4.72K
$177K
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.19M+ 49.19% |
$42.2M - $43.2M
|
3.6M
$135M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
175K+ 17.36% |
$6.22M - $6.37M
|
1.18M
$44.3M
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
7.1K+ 37.24% |
$253K - $259K
|
26.2K
$981K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.6K- 12.05% |
$663K - $678K
|
136K
$5.09M
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.16K- 0.69% |
$76.8K - $78.6K
|
311K
$11.7M
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.12K- 4.53% |
$182K - $187K
|
108K
$4.05M
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
2.2K+ 1.86% |
$78.2K - $80K
|
120K
$4.51M
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
564+ 5.32% |
$20.1K - $20.5K
|
11.2K
$418K
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
111+ 1.77% |
$3.95K - $4.04K
|
6.38K
$239K
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
SELL
|
- |
-172K- 89.15% |
$6.12M - $6.26M
|
20.9K
$785K
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
43.4K+ 13.01% |
$1.54M - $1.58M
|
377K
$14.1M
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
95KNew |
$3.38M - $3.46M
|
95K
$3.56M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-22- 0.07% |
$783 - $801
|
31.3K
$1.17M
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-50.1K- 10.3% |
$1.78M - $1.82M
|
436K
$16.3M
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
160New |
$5.69K - $5.83K
|
160
$6K
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
6.69K+ 40.29% |
$238K - $244K
|
23.3K
$873K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
84New |
$2.99K - $3.06K
|
84
$3.15K
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
99.6K+ 99.82% |
$3.54M - $3.62M
|
199K
$7.47M
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-455- 2.66% |
$16.2K - $16.6K
|
16.6K
$623K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
815+ 33.09% |
$29K - $29.7K
|
3.28K
$123K
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.24K+ 10.3% |
$44.1K - $45.1K
|
13.3K
$497K
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3.28KNew |
$117K - $119K
|
3.28K
$123K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-36.4K- 8.3% |
$1.29M - $1.32M
|
402K
$15.1M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-25.4K- 2.41% |
$904K - $925K
|
1.03M
$38.5M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
250K+ 272.2% |
$8.9M - $9.11M
|
342K
$12.8M
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
10.4KNew |
$372K - $380K
|
10.4K
$392K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.53K- 16.18% |
$161K - $165K
|
23.5K
$880K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-149- 2.01% |
$5.3K - $5.43K
|
7.28K
$273K
|
|
Aug 12, 2024
Q2 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
29.6KNew |
$1.05M - $1.08M
|
29.6K
$1.11M
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.26K+ 23.33% |
$151K - $155K
|
22.5K
$843K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 4.0% |
$35.6 - $36.4
|
26
$974
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-85.4K- 61.54% |
$3.04M - $3.11M
|
53.4K
$2M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-363- 3.16% |
$12.9K - $13.2K
|
11.1K
$417K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-788K- 31.12% |
$28.1M - $28.7M
|
1.74M
$65.4M
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-5.14K- 2.7% |
$183K - $187K
|
185K
$6.94M
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
311K+ 6.41% |
$11.1M - $11.3M
|
5.16M
$193M
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7- 0.1% |
$249 - $255
|
6.77K
$254K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-559- 56.52% |
$19.9K - $20.4K
|
430
$16.1K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
421+ 5.99% |
$15K - $15.3K
|
7.45K
$279K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.08K- 9.36% |
$181K - $185K
|
49.2K
$1.84M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2.04K- 78.4% |
$72.5K - $74.1K
|
561
$21K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-557- 1.45% |
$19.8K - $20.3K
|
37.8K
$1.42M
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.31K+ 2.01% |
$153K - $157K
|
219K
$8.22M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
64New |
$2.28K - $2.33K
|
64
$2.4K
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
9+ 12.0% |
$320 - $328
|
84
$3.15K
|