Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-77- 63.64% |
$2.77K - $2.82K
|
44
$1.64K
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-18- 24.66% |
$648 - $660
|
55
$2.05K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-2.45M- 98.43% |
$82.9M - $89.7M
|
39.1K
$1.46M
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-151KClosed |
$5.09M - $5.51M
|
0
$0
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-11.4K- 50.67% |
$386K - $418K
|
11.1K
$415K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.7K- 35.44% |
$360K - $390K
|
19.4K
$724K
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.12K- 99.91% |
$37.7K - $40.8K
|
1
$37.3
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-230- 3.28% |
$7.77K - $8.42K
|
6.78K
$253K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-36- 5.88% |
$1.22K - $1.32K
|
576
$21.5K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.93MClosed |
$205M - $211M
|
0
$0
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.48K- 49.11% |
$224K - $231K
|
6.72K
$250K
|
|
Nov 09, 2023
Q3 2023
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-5.5K- 3.27% |
$190K - $196K
|
163K
$6.07M
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.57K- 13.46% |
$158K - $162K
|
29.4K
$1.09M
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-826- 12.38% |
$28.6K - $29.4K
|
5.85K
$218K
|
|
Q2 2023 | |||||||
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-5.82M- 67.32% |
$201M - $206M
|
2.82M
$105M
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-233K- 21.24% |
$8.07M - $8.27M
|
864K
$32.2M
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-60.9KClosed |
$2.11M - $2.16M
|
0
$0
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-53.7K- 93.92% |
$1.86M - $1.91M
|
3.48K
$130K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.55K- 49.84% |
$53.6K - $55K
|
1.56K
$58.2K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-807- 6.06% |
$27.9K - $28.6K
|
12.5K
$466K
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-528Closed |
$18.3K - $18.7K
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-327- 5.34% |
$11.3K - $11.6K
|
5.8K
$216K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-288- 14.18% |
$9.97K - $10.2K
|
1.74K
$65K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-43- 7.48% |
$1.49K - $1.53K
|
532
$19.8K
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-25- 44.64% |
$865 - $887
|
31
$1.16K
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-4Closed |
$138 - $142
|
0
$0
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-2- 1.18% |
$69.2 - $71
|
168
$6.26K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-9.58K- 37.66% |
$329K - $346K
|
15.9K
$591K
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.48K- 18.08% |
$85.1K - $89.5K
|
11.2K
$418K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-304- 4.27% |
$10.4K - $11K
|
6.81K
$254K
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-263- 1.18% |
$9.03K - $9.51K
|
22K
$821K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-86- 4.01% |
$2.95K - $3.11K
|
2.06K
$76.7K
|
|
Q4 2022 | |||||||
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-380K- 97.86% |
$12.7M - $13.5M
|
8.31K
$310K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.6K- 76.36% |
$423K - $449K
|
3.91K
$146K
|
|
Jan 09, 2023
Q4 2022
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-3.25K- 67.99% |
$109K - $116K
|
1.53K
$57K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-741- 10.5% |
$24.8K - $26.4K
|
6.32K
$235K
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-659- 4.22% |
$22.1K - $23.5K
|
15K
$558K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-168- 94.92% |
$5.63K - $5.98K
|
9
$336
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-94- 54.65% |
$3.15K - $3.35K
|
78
$2.91K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-50- 25.64% |
$1.67K - $1.78K
|
145
$5.41K
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-36- 69.23% |
$1.21K - $1.28K
|
16
$596
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-15- 5.64% |
$502 - $534
|
251
$9.36K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-14- 1.24% |
$469 - $498
|
1.12K
$41.6K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-41.8K- 68.94% |
$1.4M - $1.55M
|
18.8K
$702K
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-12.7KClosed |
$427K - $472K
|
0
$0
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-11K- 60.64% |
$370K - $410K
|
7.16K
$267K
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-7.84K- 44.67% |
$263K - $291K
|
9.71K
$362K
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-804- 7.32% |
$27K - $29.8K
|
10.2K
$380K
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-210- 2.43% |
$7.05K - $7.8K
|
8.43K
$314K
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-146Closed |
$4.9K - $5.42K
|
0
$0
|