Latest Institutional Purchases of Ishares Tr Broad Usd High Yiel (USHY)
This list provides information on the latest institutional transactions involving Ishares Tr Broad Usd High Yiel (USHY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 13, 2023
Q3 2023
|
Retirement Solution Inc.
|
BUY
|
- |
6+ 0.06% |
$207 - $213
|
9.35K
$348K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
6New |
$207 - $213
|
6
$224
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2New |
$69.2 - $71.1
|
2
$74.5
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1New |
$34.6 - $35.6
|
1
$37.3
|
|
Q2 2023 | |||||||
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
70.3KNew |
$2.43M - $2.49M
|
70.3K
$2.62M
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
59.9K+ 337.45% |
$2.07M - $2.13M
|
77.7K
$2.89M
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
45.6KNew |
$1.58M - $1.62M
|
45.6K
$1.7M
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
32.9KNew |
$1.14M - $1.17M
|
32.9K
$1.23M
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
20.9KNew |
$723K - $741K
|
20.9K
$779K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
14.2KNew |
$493K - $505K
|
14.2K
$531K
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
12.3KNew |
$427K - $438K
|
12.3K
$460K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
7.44K+ 1222.33% |
$258K - $264K
|
8.05K
$300K
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.67KNew |
$196K - $201K
|
5.67K
$211K
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.21K+ 33.37% |
$111K - $114K
|
12.8K
$478K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.9K+ 7.94% |
$65.8K - $67.4K
|
25.8K
$962K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
483New |
$16.7K - $17.1K
|
483
$18K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
223New |
$7.72K - $7.91K
|
223
$8.31K
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
127New |
$4.4K - $4.51K
|
127
$4.73K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
104+ 4.95% |
$3.6K - $3.69K
|
2.21K
$82.2K
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
70New |
$2.42K - $2.48K
|
70
$2.61K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
48New |
$1.66K - $1.7K
|
48
$1.79K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
32+ 1.72% |
$1.11K - $1.14K
|
1.89K
$70.5K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
27New |
$934 - $958
|
27
$1.01K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11+ 0.3% |
$381 - $390
|
3.7K
$138K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
91.9KNew |
$3.16M - $3.32M
|
91.9K
$3.42M
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
51.9KNew |
$1.78M - $1.88M
|
51.9K
$1.93M
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
24.2KNew |
$832K - $876K
|
24.2K
$902K
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
10.5KNew |
$359K - $378K
|
10.5K
$390K
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
9KNew |
$309K - $325K
|
9K
$335K
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.01KNew |
$275K - $289K
|
8.01K
$298K
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
7.62KNew |
$262K - $275K
|
7.62K
$284K
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.61KNew |
$262K - $275K
|
7.61K
$284K
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
7.08KNew |
$243K - $256K
|
7.08K
$264K
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.33KNew |
$217K - $229K
|
6.33K
$236K
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
5.72KNew |
$196K - $207K
|
5.72K
$213K
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.32KNew |
$114K - $120K
|
3.32K
$124K
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.42KNew |
$48.8K - $51.4K
|
1.42K
$53K
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
989+ 86.0% |
$34K - $35.8K
|
2.14K
$79.7K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
829+ 8.58% |
$28.5K - $30K
|
10.5K
$391K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
700New |
$24K - $25.3K
|
700
$26.1K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
401New |
$13.8K - $14.5K
|
401
$14.9K
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
320New |
$11K - $11.6K
|
320
$11.9K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
86New |
$2.95K - $3.11K
|
86
$3.2K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
63New |
$2.16K - $2.28K
|
63
$2.35K
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
63+ 1.04% |
$2.16K - $2.28K
|
6.12K
$228K
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26New |
$893 - $940
|
26
$969
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
11New |
$378 - $398
|
11
$410
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
11+ 36.67% |
$378 - $398
|
41
$1.53K
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
Japan Science & Technology Agency
Tokyo, M0 |
BUY
|
- |
11.1MNew |
$373M - $396M
|
11.1M
$415M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
1.73MNew |
$57.9M - $61.5M
|
1.73M
$64.4M
|