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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
45New |
$1.62K - $1.69K
|
45
$1.67K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-8K- 46.1% |
$288K - $301K
|
9.35K
$347K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
32.5KNew |
$1.17M - $1.22M
|
32.5K
$1.21M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.99K+ 1220.78% |
$180K - $188K
|
5.4K
$201K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
17K+ 36.13% |
$612K - $640K
|
64K
$2.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.76K- 15.84% |
$63.4K - $66.2K
|
9.34K
$347K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
35.7KNew |
$1.29M - $1.34M
|
35.7K
$1.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27K- 83.14% |
$973K - $1.02M
|
5.47K
$203K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-8.66K- 4.05% |
$312K - $326K
|
205K
$7.62M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1K+ 429.06% |
$36.2K - $37.8K
|
1.24K
$46K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
32+ 40.51% |
$1.15K - $1.21K
|
111
$4.12K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
32.2K+ 18.61% |
$1.16M - $1.21M
|
205K
$7.62M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-6.55K- 18.63% |
$236K - $246K
|
28.6K
$1.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-121K- 68.34% |
$4.37M - $4.57M
|
56.2K
$2.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
10.2K+ 8.7% |
$369K - $386K
|
128K
$4.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.35K- 13.4% |
$121K - $126K
|
21.7K
$805K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-196- 2.97% |
$7.07K - $7.38K
|
6.41K
$238K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
23.2K+ 6.54% |
$835K - $872K
|
377K
$14M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
16.2K+ 38.4% |
$585K - $611K
|
58.5K
$2.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
818New |
$29.5K - $30.8K
|
818
$30.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
59+ 0.08% |
$2.13K - $2.22K
|
77.3K
$2.87M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-28.2K- 2.4% |
$1.02M - $1.06M
|
1.15M
$42.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-176- 0.93% |
$6.35K - $6.63K
|
18.8K
$697K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-29.1K- 83.89% |
$1.05M - $1.09M
|
5.58K
$207K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
16.8KNew |
$606K - $633K
|
16.8K
$624K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.73K+ 9.96% |
$134K - $140K
|
41.1K
$1.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
1.76K+ 3.32% |
$63.5K - $66.3K
|
54.8K
$2.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-143- 0.1% |
$5.16K - $5.39K
|
138K
$5.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
5.92KNew |
$213K - $223K
|
5.92K
$220K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
11.6K+ 4.79% |
$420K - $438K
|
255K
$9.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
415K+ 28.2% |
$15M - $15.6M
|
1.89M
$70.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
622+ 8.39% |
$22.4K - $23.4K
|
8.04K
$299K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
115New |
$4.15K - $4.33K
|
115
$4.27K
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
7.78K+ 54.92% |
$281K - $293K
|
21.9K
$815K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
24+ 1.68% |
$865 - $904
|
1.45K
$53.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.4KNew |
$195K - $203K
|
5.4K
$200K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.91K+ 9.17% |
$105K - $110K
|
34.7K
$1.29M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-911- 3.27% |
$32.9K - $34.3K
|
27K
$1M
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
BUY
|
- |
19.8K+ 14.83% |
$715K - $746K
|
153K
$5.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.65K- 6.42% |
$95.5K - $99.7K
|
38.6K
$1.43M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.04K+ 606.53% |
$73.7K - $77K
|
2.38K
$88.5K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.21M- 50.58% |
$78.7M - $80.5M
|
2.16M
$80.3M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
93.3K+ 104.99% |
$3.32M - $3.4M
|
182K
$6.77M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-31.6K- 3.91% |
$1.13M - $1.15M
|
778K
$28.9M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-13K- 6.92% |
$462K - $473K
|
175K
$6.49M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
4.31K+ 1.34% |
$153K - $157K
|
327K
$12.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.69K+ 1.34% |
$60.1K - $61.5K
|
128K
$4.76M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
197+ 42.18% |
$7.01K - $7.17K
|
664
$24.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-989- 10.77% |
$35.2K - $36K
|
8.19K
$304K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.34K+ 3.52% |
$226K - $231K
|
186K
$6.92M
|
|