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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.6K- 0.97% |
$95.1K - $97.2K
|
265K
$9.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
24.2K+ 4.94% |
$888K - $908K
|
515K
$19.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
181K+ 13.0% |
$6.64M - $6.78M
|
1.57M
$58.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-9.34K- 4.76% |
$342K - $350K
|
187K
$6.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.7KNew |
$430K - $439K
|
11.7K
$437K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-14- 12.96% |
$513 - $524
|
94
$3.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-14.8K- 21.8% |
$543K - $556K
|
53.2K
$1.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.45K- 3.1% |
$89.8K - $91.8K
|
76.7K
$2.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
299+ 12.78% |
$11K - $11.2K
|
2.64K
$98.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
23.7K+ 7.15% |
$866K - $886K
|
354K
$13.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
61New |
$2.23K - $2.28K
|
61
$2.27K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
130K+ 232.81% |
$4.76M - $4.87M
|
186K
$6.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12KNew |
$441K - $451K
|
12K
$448K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
599+ 43.91% |
$21.9K - $22.4K
|
1.96K
$73.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-2.64K- 1.54% |
$96.7K - $98.9K
|
169K
$6.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.62K+ 21.76% |
$169K - $173K
|
25.8K
$963K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-118K- 2.52% |
$4.32M - $4.42M
|
4.56M
$170M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-213- 44.75% |
$7.8K - $7.98K
|
263
$9.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
9.95K+ 21.39% |
$364K - $373K
|
56.5K
$2.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
312New |
$11.4K - $11.7K
|
312
$11.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
18.9KNew |
$694K - $710K
|
18.9K
$706K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.02K- 34.54% |
$111K - $113K
|
5.72K
$213K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1KNew |
$36.6K - $37.5K
|
1K
$37.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
32+ 0.36% |
$1.17K - $1.2K
|
9.03K
$337K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.74K- 16.9% |
$63.8K - $65.2K
|
8.56K
$319K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-171- 2.99% |
$6.26K - $6.4K
|
5.56K
$207K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-192- 0.38% |
$7.03K - $7.19K
|
50.8K
$1.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
33.7K+ 10.94% |
$1.24M - $1.26M
|
342K
$12.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-359- 1.47% |
$13.2K - $13.4K
|
24.1K
$899K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-452- 5.04% |
$16.6K - $16.9K
|
8.52K
$318K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
464K+ 192.49% |
$17M - $17.4M
|
705K
$26.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-7.71K- 8.6% |
$282K - $289K
|
81.9K
$3.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
143New |
$5.24K - $5.36K
|
143
$5.33K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-247K- 94.32% |
$9.03M - $9.23M
|
14.8K
$553K
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
1.44K+ 0.9% |
$52.7K - $53.9K
|
162K
$6.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.43K+ 24.18% |
$88.9K - $90.9K
|
12.5K
$465K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
19.3K+ 34.96% |
$708K - $723K
|
74.6K
$2.78M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
65+ 1.14% |
$2.38K - $2.43K
|
5.76K
$215K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-98- 1.07% |
$3.59K - $3.67K
|
9.1K
$339K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
849New |
$31.1K - $31.8K
|
849
$31.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2K+ 5.41% |
$73.3K - $74.9K
|
39K
$1.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.55KNew |
$313K - $320K
|
8.55K
$319K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.92KNew |
$70.4K - $71.9K
|
1.92K
$71.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.61K- 4.76% |
$58.8K - $60.1K
|
32.2K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-1.23K- 84.07% |
$45.1K - $46.1K
|
233
$8.69K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-919- 49.97% |
$33.7K - $34.4K
|
920
$34.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
82+ 1640.0% |
$3K - $3.07K
|
87
$3.24K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-3.09K- 13.9% |
$113K - $116K
|
19.1K
$712K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.89K- 38.96% |
$216K - $221K
|
9.23K
$344K
|