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 10, 2025
Q4 2024
|
Shenkman Capital Management Inc
New York, NY |
SELL
|
- |
-1.54M- 95.48% |
$56.3M - $57.8M
|
72.9K
$2.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-104K- 69.8% |
$3.82M - $3.92M
|
45.2K
$1.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
110K+ 28.95% |
$4.03M - $4.14M
|
492K
$18.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
70.9K+ 129.68% |
$2.59M - $2.66M
|
126K
$4.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
417+ 3.23% |
$15.2K - $15.7K
|
13.3K
$492K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
352+ 2.47% |
$12.9K - $13.2K
|
14.6K
$541K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.44K- 7.66% |
$199K - $204K
|
65.5K
$2.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.67KNew |
$207K - $213K
|
5.67K
$210K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.16K- 17.87% |
$79K - $81.1K
|
9.93K
$367K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-10.7K- 6.45% |
$392K - $403K
|
156K
$5.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
766K+ 10.63% |
$28M - $28.7M
|
7.97M
$295M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
322New |
$11.8K - $12.1K
|
322
$11.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.03K+ 1.0% |
$330K - $339K
|
914K
$33.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
6.18M+ 278.12% |
$226M - $232M
|
8.4M
$311M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 37.5% |
$110 - $113
|
11
$407
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
47.1K+ 3.77% |
$1.72M - $1.77M
|
1.3M
$48M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-124- 0.35% |
$4.53K - $4.65K
|
34.8K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.06K+ 26400.0% |
$38.6K - $39.6K
|
1.06K
$39.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
5.7KNew |
$208K - $214K
|
5.7K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.07KNew |
$39K - $40K
|
1.07K
$39.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-592- 1.24% |
$21.6K - $22.2K
|
47.2K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-24K- 60.01% |
$877K - $901K
|
16K
$592K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.06K+ 14.24% |
$38.7K - $39.7K
|
8.49K
$314K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
196New |
$7.16K - $7.36K
|
196
$7.25K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.47K- 0.58% |
$273K - $280K
|
1.29M
$47.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
2.09K+ 1.04% |
$76.5K - $78.6K
|
203K
$7.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.45K+ 20.22% |
$199K - $205K
|
32.4K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
118+ 3.25% |
$4.31K - $4.43K
|
3.75K
$139K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
42+ 2.29% |
$1.53K - $1.58K
|
1.88K
$69.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.46K+ 13.13% |
$90K - $92.4K
|
21.2K
$785K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
42.9K+ 2.67% |
$1.57M - $1.61M
|
1.65M
$61M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-42- 2.35% |
$1.53K - $1.58K
|
1.74K
$64.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
18.3KNew |
$669K - $687K
|
18.3K
$677K
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
5.69KNew |
$208K - $214K
|
5.69K
$210K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
220K+ 409.11% |
$8.03M - $8.25M
|
274K
$10.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-89- 0.85% |
$3.25K - $3.34K
|
10.4K
$385K
|
|
|
Feb 07, 2025
Q4 2024
|
Dsc Meridian Capital LP
New York, NY |
SELL
|
- |
-214K- 27.06% |
$7.81M - $8.02M
|
576K
$21.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16.3K+ 1021.56% |
$594K - $610K
|
17.8K
$660K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
94.7K+ 359.53% |
$3.46M - $3.55M
|
121K
$4.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-509- 21.71% |
$18.6K - $19.1K
|
1.84K
$67.9K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
6.1K+ 17.72% |
$223K - $229K
|
40.5K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.13K- 3.72% |
$41.3K - $42.4K
|
29.2K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.29K+ 3.78% |
$303K - $311K
|
228K
$8.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-245K- 6.84% |
$8.96M - $9.2M
|
3.34M
$123M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-50- 0.78% |
$1.83K - $1.88K
|
6.36K
$235K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
19.7K+ 28.98% |
$719K - $739K
|
87.6K
$3.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
8.43KNew |
$308K - $316K
|
8.43K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
36New |
$1.32K - $1.35K
|
36
$1.33K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
82.9K+ 5.61% |
$3.03M - $3.11M
|
1.56M
$57.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8K- 16.97% |
$292K - $300K
|
39.2K
$1.45M
|