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 |
---|---|---|---|---|---|---|---|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5.61KNew |
$190K - $205K
|
5.61K
$209K
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
5.61KNew |
$190K - $205K
|
5.61K
$209K
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3K+ 54.26% |
$101K - $110K
|
8.53K
$318K
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.58K+ 7.96% |
$53.3K - $57.7K
|
21.4K
$798K
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.42KNew |
$48K - $52K
|
1.42K
$53K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.23KNew |
$41.7K - $45.1K
|
1.23K
$45.9K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1KNew |
$33.8K - $36.6K
|
1K
$37.3K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
718New |
$24.3K - $26.3K
|
718
$26.8K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
666New |
$22.5K - $24.4K
|
666
$24.8K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
642New |
$21.7K - $23.5K
|
642
$23.9K
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
341+ 4.93% |
$11.5K - $12.5K
|
7.26K
$271K
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
333New |
$11.3K - $12.2K
|
333
$12.4K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
267New |
$9.02K - $9.77K
|
267
$9.95K
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
225New |
$7.6K - $8.23K
|
225
$8.38K
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
211New |
$7.13K - $7.72K
|
211
$7.86K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
146New |
$4.93K - $5.34K
|
146
$5.44K
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
109New |
$3.68K - $3.99K
|
109
$4.06K
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
58New |
$1.96K - $2.12K
|
58
$2.16K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
40New |
$1.35K - $1.46K
|
40
$1.49K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
28New |
$946 - $1.02K
|
28
$1.04K
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
13New |
$439 - $476
|
13
$484
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3New |
$101 - $110
|
3
$112
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.0% |
$33.8 - $36.6
|
1.62M
$60.4M
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
113K+ 190.53% |
$3.91M - $4.03M
|
173K
$6.43M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
88.8KNew |
$3.07M - $3.16M
|
88.8K
$3.31M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
43.2KNew |
$1.5M - $1.54M
|
43.2K
$1.61M
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
21.9K+ 26.7% |
$756K - $778K
|
104K
$3.87M
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
12.4K+ 197.97% |
$428K - $440K
|
18.6K
$693K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
10.8KNew |
$373K - $384K
|
10.8K
$402K
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
8.39KNew |
$290K - $298K
|
8.39K
$313K
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.33KNew |
$219K - $225K
|
6.33K
$236K
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.11K+ 33.28% |
$108K - $111K
|
12.5K
$464K
|
|
Oct 31, 2023
Q3 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
3.03K+ 9.9% |
$105K - $108K
|
33.6K
$1.25M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
CALL |
1.9KNew |
$65.7K - $67.6K
|
1.9K
$70.8K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.53KNew |
$53K - $54.5K
|
1.53K
$57.1K
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
535New |
$18.5K - $19K
|
535
$19.9K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
511+ 929.09% |
$17.7K - $18.2K
|
566
$21.1K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
297New |
$10.3K - $10.6K
|
297
$11.1K
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
277New |
$9.58K - $9.85K
|
277
$10.3K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
253New |
$8.75K - $9K
|
253
$9.43K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
214New |
$7.4K - $7.61K
|
214
$7.97K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
116New |
$4.01K - $4.12K
|
116
$4.32K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
110New |
$3.8K - $3.91K
|
110
$4.1K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
100New |
$3.46K - $3.56K
|
100
$3.73K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
86New |
$2.97K - $3.06K
|
86
$3.2K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
81New |
$2.8K - $2.88K
|
81
$3.02K
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
67+ 0.81% |
$2.32K - $2.38K
|
8.3K
$309K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
53New |
$1.83K - $1.88K
|
53
$1.97K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
34New |
$1.18K - $1.21K
|
34
$1.27K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
15New |
$519 - $533
|
15
$559
|