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 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-114K- 3.41% |
$4.17M - $4.26M
|
3.22M
$120M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.12K- 7.86% |
$41.1K - $42.1K
|
13.2K
$491K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10.5K- 47.31% |
$384K - $392K
|
11.7K
$435K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
23.8K+ 37.36% |
$873K - $893K
|
87.6K
$3.27M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-360- 23.17% |
$13.2K - $13.5K
|
1.19K
$44.5K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
927+ 0.39% |
$34K - $34.7K
|
238K
$8.85M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
30KNew |
$1.1M - $1.12M
|
30K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
534+ 0.42% |
$19.6K - $20K
|
127K
$4.73M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-9.11K- 51.73% |
$334K - $341K
|
8.5K
$317K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-404- 4.27% |
$14.8K - $15.1K
|
9.06K
$338K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
665+ 3.91% |
$24.4K - $24.9K
|
17.7K
$659K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.43K+ 15.39% |
$126K - $129K
|
25.7K
$960K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-38.6K- 30.77% |
$1.42M - $1.45M
|
86.9K
$3.24M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.26K- 5.65% |
$46.1K - $47.1K
|
21K
$784K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
20New |
$733 - $749
|
20
$746
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.35K- 32.62% |
$159K - $163K
|
8.98K
$335K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-200K- 64.07% |
$7.32M - $7.48M
|
112K
$4.18M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-333- 3.2% |
$12.2K - $12.5K
|
10.1K
$376K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
54.4K+ 530.99% |
$1.99M - $2.04M
|
64.7K
$2.41M
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
18.7KNew |
$686K - $702K
|
18.7K
$698K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-13K- 1.33% |
$475K - $485K
|
963K
$35.9M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10.7K+ 1.98% |
$392K - $401K
|
551K
$20.5M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
61New |
$2.23K - $2.28K
|
61
$2.27K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-286K- 6.4% |
$10.5M - $10.7M
|
4.18M
$156M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
29New |
$1.06K - $1.09K
|
29
$1.08K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
28.6K+ 469.59% |
$1.05M - $1.07M
|
34.7K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
679+ 5.83% |
$24.9K - $25.4K
|
12.3K
$459K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.01M+ 26.29% |
$37M - $37.8M
|
4.85M
$181M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
19New |
$696 - $712
|
19
$708
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
109K+ 16.18% |
$3.98M - $4.07M
|
779K
$29.1M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
39.1KNew |
$1.43M - $1.46M
|
39.1K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2.69KNew |
$98.6K - $101K
|
2.69K
$100K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
4.4KNew |
$161K - $165K
|
4.4K
$164K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
38New |
$1.39K - $1.42K
|
38
$1.42K
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-1.56K- 0.72% |
$57K - $58.2K
|
214K
$7.99M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-294- 4.54% |
$10.8K - $11K
|
6.18K
$231K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.37M- 97.85% |
$50.1M - $51.3M
|
30.1K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.32K- 39.0% |
$158K - $162K
|
6.75K
$252K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-9.42K- 12.01% |
$345K - $353K
|
69K
$2.57M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-15- 0.33% |
$549 - $562
|
4.47K
$167K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
172+ 1.14% |
$6.3K - $6.44K
|
15.2K
$568K
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
681+ 1.2% |
$24.9K - $25.5K
|
57.5K
$2.14M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.44KNew |
$236K - $241K
|
6.44K
$240K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
4.01K+ 4.37% |
$147K - $150K
|
95.6K
$3.57M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-97.1K- 80.18% |
$3.56M - $3.63M
|
24K
$894K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
51.9K+ 6.79% |
$1.9M - $1.94M
|
817K
$30.4M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-31.7K- 81.08% |
$1.16M - $1.19M
|
7.41K
$276K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-34.8K- 2.23% |
$1.28M - $1.3M
|
1.52M
$56.8M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
24KNew |
$880K - $900K
|
24K
$896K
|