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 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
141+ 38.01% |
$5.16K - $5.28K
|
512
$19.1K
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
40+ 3.98% |
$1.47K - $1.5K
|
1.04K
$38.9K
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.97KNew |
$329K - $336K
|
8.97K
$335K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.9KNew |
$803K - $821K
|
21.9K
$818K
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.9M+ 19.47% |
$69.4M - $71M
|
11.6M
$434M
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-15.8K- 0.87% |
$579K - $592K
|
1.8M
$67M
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
8.61KNew |
$315K - $323K
|
8.61K
$321K
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-532- 0.51% |
$19.5K - $19.9K
|
105K
$3.9M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.83K- 1.26% |
$67.2K - $68.7K
|
144K
$5.35M
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-698- 5.9% |
$25.6K - $26.1K
|
11.1K
$415K
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.79K- 40.29% |
$285K - $292K
|
11.5K
$430K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
735New |
$26.9K - $27.5K
|
735
$27.4K
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
676+ 10.69% |
$24.8K - $25.3K
|
7K
$261K
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
14.2K+ 15.97% |
$521K - $533K
|
103K
$3.85M
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
3.69K+ 9.73% |
$135K - $138K
|
41.6K
$1.55M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.6K+ 6.71% |
$168K - $172K
|
73.1K
$2.73M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-244- 2.8% |
$8.94K - $9.14K
|
8.46K
$315K
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-147- 0.1% |
$5.38K - $5.51K
|
143K
$5.32M
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-491- 0.8% |
$18K - $18.4K
|
60.8K
$2.27M
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
142New |
$5.2K - $5.32K
|
142
$5.29K
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
393KNew |
$14.4M - $14.7M
|
393K
$14.6M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-8.85K- 48.63% |
$324K - $332K
|
9.35K
$349K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-130- 4.94% |
$4.76K - $4.87K
|
2.5K
$93.2K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
49+ 0.93% |
$1.79K - $1.84K
|
5.32K
$198K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.6K- 16.21% |
$389K - $398K
|
54.9K
$2.05M
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.02K+ 4486.67% |
$74K - $75.6K
|
2.06K
$76.9K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12New |
$440 - $449
|
12
$447
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-141- 0.65% |
$5.16K - $5.28K
|
21.5K
$801K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-24- 0.92% |
$879 - $899
|
2.58K
$96.1K
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.34K- 8.37% |
$49.2K - $50.3K
|
14.7K
$548K
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-7.61K- 24.86% |
$279K - $285K
|
23K
$857K
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.16K- 11.01% |
$42.5K - $43.5K
|
9.38K
$350K
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
19.4KNew |
$711K - $727K
|
19.4K
$724K
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
3.63K+ 2.49% |
$133K - $136K
|
149K
$5.55M
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-761- 5.79% |
$27.9K - $28.5K
|
12.4K
$461K
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-38.5K- 17.71% |
$1.41M - $1.44M
|
179K
$6.66M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.42K- 82.78% |
$52.1K - $53.3K
|
296
$11K
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
6.61KNew |
$242K - $247K
|
6.61K
$246K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
408+ 7.93% |
$14.9K - $15.3K
|
5.55K
$207K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
4K+ 13.55% |
$146K - $150K
|
33.5K
$1.25M
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.36MNew |
$49.6M - $50.7M
|
1.36M
$50.5M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.37K+ 8.72% |
$86.7K - $88.6K
|
29.5K
$1.1M
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
48.8K+ 2.96% |
$1.79M - $1.83M
|
1.7M
$63.3M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
5K+ 17.11% |
$183K - $187K
|
34.3K
$1.28M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20K+ 91.6% |
$734K - $751K
|
41.9K
$1.56M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-44.1K- 19.73% |
$1.62M - $1.65M
|
180K
$6.69M
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3+ 1.03% |
$110 - $112
|
294
$11K
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
5.23K+ 7.2% |
$191K - $196K
|
77.8K
$2.9M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.52K- 40.42% |
$55.5K - $56.7K
|
2.23K
$83.2K
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
SELL
|
- |
-24.9K- 10.39% |
$914K - $934K
|
215K
$8.02M
|