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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
77+ 0.09% |
$2.82K - $2.88K
|
84.1K
$3.13M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
61K+ 28.26% |
$2.23M - $2.28M
|
277K
$10.3M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
189KNew |
$6.9M - $7.06M
|
189K
$7.03M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.7KNew |
$62.2K - $63.6K
|
1.7K
$63.3K
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
6.71KNew |
$246K - $251K
|
6.71K
$250K
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-10.8K- 16.89% |
$396K - $405K
|
53.2K
$1.98M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
20.4K+ 14.35% |
$746K - $763K
|
162K
$6.05M
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
27.3K+ 34.03% |
$1M - $1.02M
|
108K
$4.01M
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
211+ 3.65% |
$7.73K - $7.9K
|
5.99K
$223K
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
127K+ 23.63% |
$4.67M - $4.77M
|
667K
$24.9M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.09K+ 130.05% |
$296K - $303K
|
14.3K
$533K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.8K+ 25.37% |
$907K - $928K
|
122K
$4.56M
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.15KNew |
$115K - $118K
|
3.15K
$117K
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-6.02KClosed |
$221K - $225K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.84KClosed |
$177K - $181K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
624+ 0.58% |
$22.9K - $23.4K
|
108K
$4.04M
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-7.16K- 8.62% |
$262K - $268K
|
75.9K
$2.83M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
299+ 3.12% |
$11K - $11.2K
|
9.88K
$368K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-80- 1.52% |
$2.93K - $3K
|
5.19K
$193K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
85New |
$3.11K - $3.18K
|
85
$3.17K
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.5M+ 1.92% |
$54.9M - $56.2M
|
79.7M
$2.97B
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-482K- 98.03% |
$17.7M - $18.1M
|
9.71K
$362K
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
47.6K+ 9.56% |
$1.74M - $1.78M
|
546K
$20.3M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.27M- 28.44% |
$83M - $84.9M
|
5.7M
$213M
|
|
May 13, 2025
Q1 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
1.82K+ 1222.82% |
$66.7K - $68.2K
|
1.97K
$73.5K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
713+ 4.74% |
$26.1K - $26.7K
|
15.7K
$587K
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
36.7K+ 3.65% |
$1.35M - $1.38M
|
1.04M
$38.9M
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
869New |
$31.8K - $32.5K
|
869
$32.4K
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.68KNew |
$281K - $287K
|
7.68K
$286K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 14.03% |
$91.7K - $93.8K
|
20.3K
$759K
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
BUY
|
- |
54.1KNew |
$1.98M - $2.02M
|
54.1K
$2.01M
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
34New |
$1.25K - $1.27K
|
34
$1.27K
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.3K+ 2.4% |
$47.5K - $48.6K
|
55.3K
$2.06M
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-63.6K- 40.88% |
$2.33M - $2.38M
|
92K
$3.43M
|
|
May 13, 2025
Q1 2025
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-83.1K- 1.75% |
$3.04M - $3.11M
|
4.65M
$173M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.12M+ 3.03% |
$41.2M - $42.1M
|
38.2M
$1.43B
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.61KNew |
$169K - $173K
|
4.61K
$172K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8.82K+ 17642.0% |
$323K - $330K
|
8.87K
$331K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.22K- 14.8% |
$44.6K - $45.6K
|
7K
$261K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.04K- 1.83% |
$295K - $301K
|
431K
$16.1M
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-498K- 54.62% |
$18.3M - $18.7M
|
414K
$15.4M
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
41New |
$1.5K - $1.54K
|
41
$1.53K
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.32K- 0.72% |
$48.2K - $49.3K
|
181K
$6.76M
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-17- 7.08% |
$623 - $637
|
223
$8.31K
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-1.74K- 11.53% |
$63.6K - $65K
|
13.3K
$497K
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-904- 4.42% |
$33.1K - $33.9K
|
19.6K
$730K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.21K- 2.29% |
$191K - $195K
|
223K
$8.3M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
211K+ 244.75% |
$7.72M - $7.9M
|
297K
$11.1M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
433K+ 2.8% |
$15.8M - $16.2M
|
15.9M
$592M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10+ 0.2% |
$366 - $375
|
4.92K
$183K
|