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 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-21.1K- 32.47% |
$772K - $792K
|
43.9K
$1.62M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
74.3K+ 4.69% |
$2.71M - $2.79M
|
1.66M
$61.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.85K+ 488.01% |
$104K - $107K
|
3.43K
$127K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15.5MNew |
$565M - $580M
|
15.5M
$572M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.88KNew |
$68.7K - $70.6K
|
1.88K
$69.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
246K+ 1353.0% |
$8.98M - $9.23M
|
264K
$9.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
17.3KNew |
$633K - $651K
|
17.3K
$641K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-3.87K- 35.0% |
$142K - $145K
|
7.19K
$266K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.21K+ 3.45% |
$44.2K - $45.4K
|
36.3K
$1.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
25.3K+ 47.7% |
$923K - $948K
|
78.2K
$2.89M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
39.1K+ 11.63% |
$1.43M - $1.47M
|
375K
$13.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-86.1K- 28.51% |
$3.15M - $3.23M
|
216K
$7.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5.25K+ 159.91% |
$192K - $197K
|
8.53K
$315K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.54K+ 2.94% |
$56.3K - $57.9K
|
54K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
864+ 6.09% |
$31.6K - $32.4K
|
15.1K
$557K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-284- 3.06% |
$10.4K - $10.7K
|
9K
$333K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
16+ 1.87% |
$585 - $600
|
873
$32.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-22.9K- 2.29% |
$836K - $858K
|
976K
$36.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-34.3K- 12.09% |
$1.25M - $1.29M
|
250K
$9.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
12.4K+ 45.98% |
$454K - $466K
|
39.5K
$1.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-654- 5.81% |
$23.9K - $24.5K
|
10.6K
$392K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.76K+ 938.46% |
$174K - $179K
|
5.27K
$195K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
75+ 13.2% |
$2.74K - $2.81K
|
643
$23.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.75K+ 69.52% |
$174K - $178K
|
11.6K
$428K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
375New |
$13.7K - $14.1K
|
375
$13.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
286+ 1.71% |
$10.5K - $10.7K
|
17K
$629K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.3M+ 7.19% |
$47.6M - $48.9M
|
19.4M
$718M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.33KNew |
$231K - $238K
|
6.33K
$234K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.5K+ 23.66% |
$91.3K - $93.8K
|
13.1K
$483K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
32New |
$1.17K - $1.2K
|
32
$1.18K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-10K- 0.87% |
$366K - $376K
|
1.14M
$42M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
2.46KNew |
$89.9K - $92.4K
|
2.46K
$91K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
3.03K+ 47.2% |
$111K - $114K
|
9.46K
$350K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-502- 38.85% |
$18.3K - $18.8K
|
790
$29.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.36K- 7.81% |
$49.7K - $51K
|
16K
$593K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
9.35KNew |
$342K - $351K
|
9.35K
$346K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.91K+ 2.86% |
$69.6K - $71.5K
|
68.5K
$2.53M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
16K+ 7.26% |
$585K - $601K
|
237K
$8.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
25.6K+ 7.96% |
$935K - $961K
|
347K
$12.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.2K+ 5.34% |
$80.2K - $82.4K
|
43.3K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
8.49KNew |
$310K - $319K
|
8.49K
$314K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.37K+ 3.61% |
$86.7K - $89K
|
68K
$2.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.29K- 6.69% |
$157K - $161K
|
59.8K
$2.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-295- 6.17% |
$10.8K - $11.1K
|
4.49K
$166K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.89K+ 327.29% |
$288K - $296K
|
10.3K
$381K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.22K+ 2.64% |
$154K - $158K
|
164K
$6.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9.11KNew |
$333K - $342K
|
9.11K
$337K
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-15K- 4.84% |
$548K - $563K
|
295K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
308KNew |
$11.3M - $11.6M
|
308K
$11.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.6K+ 7.47% |
$425K - $436K
|
167K
$6.18M
|