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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.47K+ 59.15% |
$52.3K - $53.5K
|
3.96K
$148K
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
BUY
|
- |
196KNew |
$6.99M - $7.15M
|
196K
$7.36M
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.18K+ 89.35% |
$327K - $334K
|
19.5K
$729K
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
121+ 0.98% |
$4.31K - $4.41K
|
12.5K
$469K
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
10.6KNew |
$378K - $387K
|
10.6K
$398K
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
67+ 0.19% |
$2.38K - $2.44K
|
35.3K
$1.32M
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
33.2KNew |
$1.18M - $1.21M
|
33.2K
$1.25M
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
501KNew |
$17.8M - $18.2M
|
501K
$18.8M
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.04K- 57.61% |
$36.9K - $37.8K
|
763
$28.6K
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
507+ 1.1% |
$18K - $18.5K
|
46.5K
$1.74M
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
73.1KNew |
$2.6M - $2.66M
|
73.1K
$2.74M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-526- 2.86% |
$18.7K - $19.2K
|
17.9K
$671K
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
248New |
$8.83K - $9.03K
|
248
$9.3K
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.27K- 2.9% |
$45.3K - $46.4K
|
42.6K
$1.6M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
103+ 0.89% |
$3.67K - $3.75K
|
11.7K
$440K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-9.27K- 3.7% |
$330K - $337K
|
241K
$9.03M
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
8.56K+ 8.41% |
$305K - $312K
|
110K
$4.13M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.35K+ 12.61% |
$226K - $231K
|
56.8K
$2.13M
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-301- 3.8% |
$10.7K - $11K
|
7.62K
$286K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.38K+ 7.26% |
$49K - $50.2K
|
20.4K
$763K
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-482- 80.33% |
$17.2K - $17.5K
|
118
$4.42K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
194KNew |
$6.9M - $7.06M
|
194K
$7.27M
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
SELL
|
- |
-1.3K- 19.04% |
$46.1K - $47.2K
|
5.51K
$207K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.94KNew |
$354K - $362K
|
9.94K
$373K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
146New |
$5.2K - $5.32K
|
146
$5.47K
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4+ 1.45% |
$142 - $146
|
279
$10.5K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.07K+ 13.63% |
$73.8K - $75.5K
|
17.3K
$648K
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
380K+ 3052.48% |
$13.5M - $13.9M
|
393K
$14.7M
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
10.7K+ 10.02% |
$381K - $390K
|
118K
$4.41M
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
360+ 63.16% |
$12.8K - $13.1K
|
930
$34.9K
|
|
Jul 26, 2024
Q2 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-146- 1.32% |
$5.2K - $5.32K
|
10.9K
$408K
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-443- 3.86% |
$15.8K - $16.1K
|
11K
$413K
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
11.5KNew |
$409K - $419K
|
11.5K
$431K
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
49+ 27.53% |
$1.74K - $1.78K
|
227
$8.51K
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
24New |
$854 - $874
|
24
$900
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10K+ 66.76% |
$356K - $365K
|
25K
$937K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.94K- 5.26% |
$247K - $253K
|
125K
$4.69M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.15K- 14.13% |
$40.9K - $41.9K
|
6.99K
$262K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.69K+ 49.15% |
$167K - $171K
|
14.2K
$533K
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
8.44K+ 5.36% |
$301K - $307K
|
166K
$6.22M
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
7.55K+ 3.89% |
$269K - $275K
|
202K
$7.56M
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
18New |
$641 - $655
|
18
$675
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 2.17% |
$35.6 - $36.4
|
47
$1.76K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
339+ 71.67% |
$12.1K - $12.3K
|
812
$30.4K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
187+ 2.31% |
$6.66K - $6.81K
|
8.28K
$310K
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
56.2KNew |
$2M - $2.05M
|
56.2K
$2.11M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.35K+ 3.72% |
$48.1K - $49.2K
|
37.7K
$1.41M
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-24.7K- 9.48% |
$880K - $900K
|
236K
$8.85M
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
7.43K+ 3.82% |
$265K - $271K
|
202K
$7.58M
|