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 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
11.3K+ 6.77% |
$404K - $413K
|
179K
$6.7M
|
|
Jul 25, 2024
Q2 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
488+ 0.36% |
$17.4K - $17.8K
|
138K
$5.17M
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
33.8K+ 47.18% |
$1.2M - $1.23M
|
105K
$3.95M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
47.7K+ 205.47% |
$1.7M - $1.74M
|
70.9K
$2.66M
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-9.41K- 58.76% |
$335K - $342K
|
6.6K
$247K
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.25K+ 0.71% |
$222K - $227K
|
884K
$33.1M
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-458- 10.09% |
$16.3K - $16.7K
|
4.08K
$153K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
731New |
$26K - $26.6K
|
731
$27.4K
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
31.9K+ 28.54% |
$1.14M - $1.16M
|
144K
$5.39M
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
37.7K+ 14.22% |
$1.34M - $1.37M
|
303K
$11.3M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
936+ 1.98% |
$33.3K - $34.1K
|
48.3K
$1.81M
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
9.64K+ 5.17% |
$343K - $351K
|
196K
$7.36M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2K- 5.8% |
$71.1K - $72.7K
|
32.4K
$1.22M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.22K+ 121.66% |
$115K - $117K
|
5.87K
$220K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-293- 3.08% |
$10.4K - $10.7K
|
9.21K
$345K
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
6.13K+ 11.58% |
$218K - $223K
|
59.1K
$2.21M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
335+ 14.5% |
$11.9K - $12.2K
|
2.65K
$99.2K
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-999- 10.13% |
$35.6K - $36.4K
|
8.87K
$332K
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
5.72KNew |
$203K - $208K
|
5.72K
$214K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
43K+ 712.08% |
$1.53M - $1.56M
|
49K
$1.84M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.26K- 40.73% |
$116K - $119K
|
4.74K
$178K
|
|
Jul 23, 2024
Q2 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
15.6K+ 12.76% |
$557K - $570K
|
138K
$5.18M
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.45K- 16.27% |
$51.6K - $52.8K
|
7.46K
$280K
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-11- 5.19% |
$391 - $401
|
201
$7.53K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.46K- 80.01% |
$123K - $126K
|
864
$32.4K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.49K- 12.23% |
$302K - $309K
|
60.9K
$2.28M
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
48.3K+ 5.3% |
$1.72M - $1.76M
|
960K
$36M
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-9.43K- 30.69% |
$336K - $343K
|
21.3K
$798K
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
573K+ 130.34% |
$20.4M - $20.9M
|
1.01M
$37.9M
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.61K+ 190.17% |
$93K - $95.1K
|
3.99K
$149K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
141+ 1.91% |
$5.02K - $5.13K
|
7.54K
$283K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
358K+ 2.79% |
$12.7M - $13M
|
13.2M
$494M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
69.9K+ 5.82% |
$2.49M - $2.55M
|
1.27M
$47.6M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
982+ 4.26% |
$34.9K - $35.8K
|
24K
$901K
|
|
Jul 19, 2024
Q2 2024
|
Toews Corp
|
BUY
|
- |
1.11M+ 35.18% |
$39.7M - $40.6M
|
4.28M
$160M
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
SELL
|
- |
-88.6K- 34.1% |
$3.15M - $3.23M
|
171K
$6.42M
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.78K+ 4.98% |
$63.2K - $64.6K
|
37.4K
$1.4M
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
90.5K+ 5.57% |
$3.22M - $3.3M
|
1.72M
$64.3M
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
336+ 2.36% |
$12K - $12.2K
|
14.6K
$547K
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.96K+ 17.81% |
$105K - $108K
|
19.6K
$734K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
543New |
$19.3K - $19.8K
|
543
$20.4K
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-7.74K- 21.05% |
$275K - $282K
|
29K
$1.09M
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
218+ 0.63% |
$7.76K - $7.94K
|
34.6K
$1.3M
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.76K+ 7.05% |
$98.2K - $100K
|
41.9K
$1.57M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.69K+ 1941.38% |
$60.1K - $61.5K
|
1.78K
$66.6K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.29K+ 7.35% |
$188K - $193K
|
77.2K
$2.89M
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.72K+ 29.08% |
$132K - $135K
|
16.5K
$618K
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
189+ 1.07% |
$6.73K - $6.88K
|
17.8K
$666K
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
58.8KNew |
$2.09M - $2.14M
|
58.8K
$2.2M
|