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 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
25+ 1.78% |
$890 - $910
|
1.43K
$53.4K
|
|
Jul 08, 2024
Q2 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
399+ 0.15% |
$14.2K - $14.5K
|
259K
$9.73M
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.23K- 11.38% |
$115K - $118K
|
25.2K
$944K
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
464New |
$16.5K - $16.9K
|
464
$17.4K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
225New |
$8.01K - $8.19K
|
225
$8.43K
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.41K+ 3.45% |
$50.2K - $51.3K
|
42.3K
$1.58M
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
337New |
$12K - $12.3K
|
337
$12.6K
|
|
Q1 2024 | |||||||
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
78+ 0.8% |
$2.81K - $2.86K
|
9.85K
$369K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.56KClosed |
$164K - $167K
|
0
$0
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
909K+ 26.26% |
$32.7M - $33.3M
|
4.37M
$164M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.21K- 23.56% |
$115K - $118K
|
10.4K
$390K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
247+ 280.68% |
$8.89K - $9.06K
|
335
$12.6K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
167New |
$6.01K - $6.12K
|
167
$6.26K
|
|
May 15, 2024
Q1 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-287K- 84.38% |
$10.3M - $10.5M
|
53.1K
$1.99M
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-2.83K- 0.49% |
$102K - $104K
|
573K
$21.5M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.7KNew |
$277K - $282K
|
7.7K
$288K
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.42K- 19.57% |
$51.1K - $52K
|
5.83K
$219K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-128- 6.01% |
$4.61K - $4.69K
|
2K
$75K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
11KNew |
$398K - $405K
|
11K
$414K
|
|
May 14, 2024
Q1 2024
|
Endurance Services LTD
Purchase, NY |
BUY
|
- |
1.66MNew |
$59.7M - $60.8M
|
1.66M
$62.1M
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
5.61KNew |
$202K - $206K
|
5.61K
$210K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
39New |
$1.4K - $1.43K
|
39
$1.46K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-180K- 28.73% |
$6.49M - $6.6M
|
447K
$16.7M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
45.9K+ 133.81% |
$1.65M - $1.68M
|
80.3K
$3.01M
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
717New |
$25.8K - $26.3K
|
717
$26.9K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-81- 90.0% |
$2.92K - $2.97K
|
9
$337
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
165KNew |
$5.94M - $6.05M
|
165K
$6.19M
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
305New |
$11K - $11.2K
|
305
$11.4K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.45KNew |
$52.3K - $53.2K
|
1.45K
$54.4K
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.3KNew |
$371K - $378K
|
10.3K
$386K
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3- 11.11% |
$108 - $110
|
24
$900
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.44K- 94.74% |
$51.8K - $52.8K
|
80
$3K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.77K+ 1266.05% |
$172K - $175K
|
5.15K
$193K
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
240KNew |
$8.63M - $8.79M
|
240K
$8.99M
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.73K- 22.25% |
$206K - $210K
|
20K
$750K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
6.21KNew |
$223K - $228K
|
6.21K
$233K
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
66.4KNew |
$2.39M - $2.43M
|
66.4K
$2.49M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
103New |
$3.71K - $3.78K
|
103
$3.86K
|
|
May 09, 2024
Q1 2024
|
Ppm America Inc
Chicago, IL |
BUY
|
- |
43KNew |
$1.55M - $1.58M
|
43K
$1.61M
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
125New |
$4.5K - $4.58K
|
125
$4.69K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-22.4K- 3.68% |
$807K - $821K
|
587K
$22M
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7.06KNew |
$254K - $259K
|
7.06K
$264K
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-140- 1.28% |
$5.04K - $5.13K
|
10.8K
$405K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
152K+ 1785.41% |
$5.47M - $5.57M
|
160K
$6.01M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-2.5K- 29.76% |
$90K - $91.6K
|
5.9K
$221K
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.47KNew |
$197K - $200K
|
5.47K
$205K
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
60New |
$2.16K - $2.2K
|
60
$2.25K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
111KNew |
$4.01M - $4.09M
|
111K
$4.18M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
110New |
$3.96K - $4.03K
|
110
$4.12K
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
29+ 0.49% |
$1.04K - $1.06K
|
5.89K
$221K
|