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 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.59KNew |
$205K - $209K
|
5.59K
$209K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.82K- 5.5% |
$66.7K - $68.2K
|
31.3K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
675+ 3.89% |
$24.7K - $25.3K
|
18K
$671K
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
28.5K+ 8.2% |
$1.04M - $1.07M
|
375K
$14M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-103K- 47.02% |
$3.77M - $3.85M
|
116K
$4.32M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
76+ 1.14% |
$2.78K - $2.85K
|
6.72K
$250K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.68K- 12.94% |
$172K - $175K
|
31.5K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 1.12% |
$73.3 - $74.9
|
181
$6.75K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
1.27K+ 1.83% |
$46.4K - $47.4K
|
70.6K
$2.63M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.27K+ 14.87% |
$46.4K - $47.5K
|
9.79K
$365K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
470+ 3.6% |
$17.2K - $17.6K
|
13.5K
$504K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
5+ 1.24% |
$183 - $187
|
408
$15.2K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.25K- 17.55% |
$45.9K - $46.9K
|
5.88K
$219K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-3.17K- 11.64% |
$116K - $119K
|
24.1K
$898K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-109K- 15.04% |
$3.99M - $4.08M
|
616K
$22.9M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-98- 12.07% |
$3.59K - $3.67K
|
714
$26.6K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
56.5K+ 15.06% |
$2.07M - $2.12M
|
432K
$16.1M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
10.1K+ 6.6% |
$369K - $377K
|
162K
$6.05M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
162K+ 14.41% |
$5.92M - $6.05M
|
1.28M
$47.8M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
21.8K+ 233.38% |
$799K - $817K
|
31.2K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-498- 46.98% |
$18.2K - $18.7K
|
562
$21K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
6.4KNew |
$234K - $240K
|
6.4K
$238K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
8+ 0.02% |
$293 - $300
|
32.2K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
65+ 0.15% |
$2.38K - $2.43K
|
44K
$1.64M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.28K- 37.97% |
$46.8K - $47.9K
|
2.09K
$77.8K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.3K+ 170.79% |
$561K - $574K
|
24.3K
$905K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.18K+ 7.45% |
$43.1K - $44K
|
17K
$633K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
145+ 18.61% |
$5.31K - $5.43K
|
924
$34.4K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
65K+ 33.79% |
$2.38M - $2.43M
|
257K
$9.6M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.95K+ 7.9% |
$218K - $223K
|
81.3K
$3.03M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.47KNew |
$200K - $205K
|
5.47K
$204K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
48New |
$1.76K - $1.8K
|
48
$1.79K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
8.32K+ 0.73% |
$305K - $312K
|
1.14M
$42.7M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3K+ 39.67% |
$110K - $112K
|
10.6K
$394K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.7K- 2.08% |
$98.9K - $101K
|
127K
$4.73M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
61+ 17.04% |
$2.23K - $2.28K
|
419
$15.6K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
2.16K+ 1.9% |
$78.9K - $80.7K
|
116K
$4.32M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.28K+ 2.0% |
$120K - $123K
|
167K
$6.24M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.22K- 9.31% |
$81.4K - $83.2K
|
21.6K
$807K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
19.9KNew |
$729K - $745K
|
19.9K
$742K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 4.0% |
$36.6 - $37.5
|
26
$969
|
|
|
Apr 30, 2025
Q1 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
151KNew |
$5.52M - $5.65M
|
151K
$5.62M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-506- 1.25% |
$18.5K - $18.9K
|
40K
$1.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.91K+ 4.95% |
$107K - $109K
|
61.8K
$2.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-452K- 83.65% |
$16.6M - $16.9M
|
88.4K
$3.3M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-3- 0.05% |
$110 - $112
|
6.28K
$234K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.08K+ 12.53% |
$149K - $153K
|
36.6K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-23.9K- 2.62% |
$877K - $897K
|
890K
$33.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-124- 5.18% |
$4.54K - $4.64K
|
2.27K
$84.6K
|