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 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-20.3K- 5.98% |
$722K - $739K
|
319K
$12M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13K+ 29.67% |
$462K - $472K
|
56.7K
$2.12M
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-750- 8.04% |
$26.7K - $27.3K
|
8.57K
$321K
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
8.85K+ 83.89% |
$315K - $322K
|
19.4K
$727K
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-103- 0.09% |
$3.67K - $3.75K
|
112K
$4.2M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
44.2K+ 109.41% |
$1.57M - $1.61M
|
84.6K
$3.17M
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.45K- 37.11% |
$123K - $126K
|
5.85K
$219K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.24K+ 305.45% |
$329K - $336K
|
12.3K
$460K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
13.7KNew |
$489K - $500K
|
13.7K
$515K
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.98K+ 1.09% |
$70.6K - $72.2K
|
184K
$6.91M
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
450K+ 48.85% |
$16M - $16.4M
|
1.37M
$51.4M
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
60.9K+ 3.14% |
$2.17M - $2.22M
|
2M
$74.9M
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
5.77K+ 7.9% |
$205K - $210K
|
78.7K
$2.95M
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
8+ 0.06% |
$285 - $291
|
12.9K
$484K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.12K+ 0.82% |
$254K - $259K
|
881K
$33M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
784New |
$27.9K - $28.5K
|
784
$29.4K
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-4.69K- 19.08% |
$167K - $171K
|
19.9K
$746K
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
202+ 0.89% |
$7.19K - $7.35K
|
23K
$861K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-28- 14.0% |
$997 - $1.02K
|
172
$6.45K
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
22.3K+ 5.0% |
$793K - $811K
|
468K
$17.5M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.6K+ 8.53% |
$590K - $603K
|
211K
$7.91M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
999+ 242.48% |
$35.6K - $36.4K
|
1.41K
$52.9K
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
8.46KNew |
$301K - $308K
|
8.46K
$317K
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
109+ 1.86% |
$3.88K - $3.97K
|
5.96K
$223K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.33K- 27.95% |
$83K - $84.9K
|
6.01K
$225K
|
|
Aug 08, 2024
Q2 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
149K+ 2.97% |
$5.3M - $5.42M
|
5.16M
$193M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
43.4K+ 1.27% |
$1.54M - $1.58M
|
3.46M
$130M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-12.1K- 1.27% |
$430K - $440K
|
942K
$35.3M
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
881+ 3.1% |
$31.4K - $32.1K
|
29.3K
$1.1M
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
18.8K+ 2221.63% |
$669K - $684K
|
19.6K
$736K
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.91KNew |
$317K - $324K
|
8.91K
$334K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
129K+ 4.15% |
$4.58M - $4.68M
|
3.23M
$121M
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-10.1K- 90.76% |
$358K - $367K
|
1.03K
$38.4K
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
466+ 275.74% |
$16.6K - $17K
|
635
$23.8K
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.89K+ 1.84% |
$67.4K - $69K
|
105K
$3.92M
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.34K- 0.27% |
$47.7K - $48.8K
|
501K
$18.8M
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
230K+ 6.9% |
$8.19M - $8.37M
|
3.56M
$133M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
514+ 0.59% |
$18.3K - $18.7K
|
87.2K
$3.27M
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
795New |
$28.3K - $28.9K
|
795
$29.8K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
32+ 1.8% |
$1.14K - $1.17K
|
1.81K
$67.7K
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-7.03K- 33.95% |
$250K - $256K
|
13.7K
$513K
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
4.76K+ 9.5% |
$170K - $173K
|
54.9K
$2.06M
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.24MNew |
$44M - $45.1M
|
1.24M
$46.4M
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.93K+ 24.97% |
$68.7K - $70.2K
|
9.65K
$362K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
169KNew |
$6.01M - $6.15M
|
169K
$6.33M
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-4.62K- 1.51% |
$165K - $168K
|
302K
$11.3M
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
507New |
$18K - $18.5K
|
507
$19K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16K+ 7.15% |
$569K - $582K
|
240K
$8.98M
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-10.8K- 6.7% |
$385K - $394K
|
150K
$5.64M
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.87K+ 20.51% |
$138K - $141K
|
22.8K
$853K
|