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 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
16.8KNew |
$606K - $633K
|
16.8K
$626K
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
16.4KNew |
$593K - $619K
|
16.4K
$613K
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
16.3K+ 119.2% |
$588K - $614K
|
30K
$1.12M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
16.3K+ 4.04% |
$586K - $612K
|
418K
$15.6M
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
16.2K+ 38.4% |
$585K - $611K
|
58.5K
$2.18M
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
16.1K+ 11.18% |
$580K - $605K
|
160K
$5.96M
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
15.2K+ 3.03% |
$547K - $571K
|
516K
$19.2M
|
|
Nov 06, 2024
Q3 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
14.9KNew |
$536K - $560K
|
14.9K
$554K
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
14.4KNew |
$521K - $544K
|
14.4K
$538K
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
14.2K+ 1.14% |
$511K - $533K
|
1.25M
$46.6M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
13.7K+ 5.49% |
$495K - $517K
|
264K
$9.82M
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
13.2K+ 6.85% |
$477K - $498K
|
206K
$7.69M
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
12.5KNew |
$450K - $470K
|
12.5K
$465K
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
12.4K+ 22.5% |
$445K - $465K
|
67.3K
$2.51M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.3K+ 39.15% |
$442K - $462K
|
43.6K
$1.62M
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.1KNew |
$438K - $458K
|
12.1K
$453K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12K+ 7.37% |
$433K - $452K
|
175K
$6.52M
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
11.6K+ 4.79% |
$420K - $438K
|
255K
$9.49M
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
11.6K+ 5.76% |
$419K - $438K
|
213K
$7.95M
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
11.3K+ 6.78% |
$406K - $424K
|
177K
$6.6M
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
11KNew |
$397K - $414K
|
11K
$410K
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11KNew |
$395K - $413K
|
11K
$408K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.6KNew |
$383K - $400K
|
10.6K
$396K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10.5K+ 14.76% |
$378K - $394K
|
81.4K
$3.03M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.4KNew |
$376K - $393K
|
10.4K
$389K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
10.2K+ 8.7% |
$369K - $386K
|
128K
$4.76M
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
9.33K+ 8.65% |
$337K - $351K
|
117K
$4.37M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9.28K+ 56.26% |
$335K - $350K
|
25.8K
$961K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.21K+ 3.84% |
$332K - $347K
|
249K
$9.27M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.17K+ 92.2% |
$331K - $345K
|
19.1K
$712K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.9K+ 15.69% |
$321K - $335K
|
65.7K
$2.45M
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.86K+ 15.76% |
$319K - $333K
|
65K
$2.42M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.52K+ 4.04% |
$307K - $321K
|
220K
$8.18M
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
8.35K+ 3.93% |
$301K - $314K
|
221K
$8.22M
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
8.01K+ 13.56% |
$289K - $302K
|
67.1K
$2.5M
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
7.78K+ 54.92% |
$281K - $293K
|
21.9K
$818K
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.43KNew |
$268K - $280K
|
7.43K
$277K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.36KNew |
$265K - $277K
|
7.36K
$274K
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
7.29K+ 9.26% |
$263K - $275K
|
86K
$3.21M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.24K+ 14.32% |
$261K - $273K
|
57.8K
$2.15M
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
7.24K+ 62.92% |
$261K - $272K
|
18.7K
$698K
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
7.12K+ 35.79% |
$257K - $268K
|
27K
$1.01M
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.06KNew |
$255K - $266K
|
7.06K
$263K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.06K+ 14.36% |
$255K - $266K
|
56.2K
$2.1M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.04K+ 100.73% |
$254K - $265K
|
14K
$522K
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
6.79KNew |
$245K - $256K
|
6.79K
$253K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.51K+ 4.26% |
$235K - $245K
|
159K
$5.94M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.48K+ 13.41% |
$234K - $244K
|
54.8K
$2.04M
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.46K+ 13.39% |
$233K - $243K
|
54.7K
$2.04M
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
6.43KNew |
$232K - $242K
|
6.43K
$239K
|