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 |
---|---|---|---|---|---|---|---|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
288New |
$10.2K - $10.5K
|
288
$10.7K
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
213New |
$7.58K - $7.76K
|
213
$7.94K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
187+ 2.31% |
$6.66K - $6.81K
|
8.28K
$309K
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
160New |
$5.69K - $5.83K
|
160
$5.96K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
132New |
$4.7K - $4.81K
|
132
$4.92K
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
124+ 2.23% |
$4.41K - $4.51K
|
5.69K
$212K
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
121+ 0.98% |
$4.31K - $4.41K
|
12.5K
$466K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
84New |
$2.99K - $3.06K
|
84
$3.13K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
64New |
$2.28K - $2.33K
|
64
$2.39K
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
50New |
$1.78K - $1.82K
|
50
$1.86K
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
49+ 27.53% |
$1.74K - $1.78K
|
227
$8.46K
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
24New |
$854 - $874
|
24
$895
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
18+ 1.43% |
$641 - $655
|
1.27K
$47.5K
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
18New |
$641 - $655
|
18
$671
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 4.0% |
$35.6 - $36.4
|
26
$969
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
1.96M+ 510.63% |
$70.4M - $71.7M
|
2.34M
$87.2M
|
|
May 14, 2024
Q1 2024
|
Endurance Services LTD
Purchase, NY |
BUY
|
- |
1.66MNew |
$59.7M - $60.8M
|
1.66M
$61.8M
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
119KNew |
$4.3M - $4.38M
|
119K
$4.45M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
111KNew |
$4.01M - $4.09M
|
111K
$4.16M
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
66.4KNew |
$2.39M - $2.43M
|
66.4K
$2.47M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
45.9K+ 133.81% |
$1.65M - $1.68M
|
80.3K
$2.99M
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
27.4K+ 74.04% |
$987K - $1M
|
64.4K
$2.4M
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
11KNew |
$398K - $405K
|
11K
$412K
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.3KNew |
$371K - $378K
|
10.3K
$384K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7.46K+ 25.96% |
$268K - $273K
|
36.2K
$1.35M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
6.21KNew |
$223K - $228K
|
6.21K
$231K
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.47KNew |
$197K - $200K
|
5.47K
$204K
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
3.51KNew |
$126K - $129K
|
3.51K
$131K
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3.05KNew |
$110K - $112K
|
3.05K
$114K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.45KNew |
$52.3K - $53.2K
|
1.45K
$54.1K
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
717New |
$25.8K - $26.3K
|
717
$26.7K
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
437New |
$15.7K - $16K
|
437
$16.3K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
305New |
$11K - $11.2K
|
305
$11.4K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
167New |
$6.01K - $6.12K
|
167
$6.23K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
103New |
$3.71K - $3.78K
|
103
$3.84K
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
60New |
$2.16K - $2.2K
|
60
$2.24K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
50New |
$1.8K - $1.83K
|
50
$1.86K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
39New |
$1.4K - $1.43K
|
39
$1.45K
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
31New |
$1.12K - $1.14K
|
31
$1.16K
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
21New |
$756 - $770
|
21
$783
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
4New |
$144 - $147
|
4
$149
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.48MNew |
$50M - $54.2M
|
1.48M
$55.2M
|
|
Feb 14, 2024
Q4 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
584KNew |
$19.7M - $21.4M
|
584K
$21.8M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
436KNew |
$14.7M - $16M
|
436K
$16.3M
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
165KNew |
$5.58M - $6.04M
|
165K
$6.15M
|
|
Feb 12, 2024
Q4 2023
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
142KNew |
$4.8M - $5.2M
|
142K
$5.3M
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
35.6K+ 57.44% |
$1.2M - $1.3M
|
97.7K
$3.64M
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
21.6KNew |
$730K - $790K
|
21.6K
$805K
|