Purchases and Sales Made in Q1 2023 in Ishares Tr Broad Usd High Yiel (USHY)
This table provides information about the institutional ownership of Ishares Tr Broad Usd High Yiel (USHY) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR BROAD USD HIGH YIEL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.34M+ 140.7% |
$115M - $121M
|
5.72M
$210M
|
|
|
May 09, 2023
Q1 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
2.09MNew |
$71.9M - $75.6M
|
2.09M
$76.9M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.97M+ 7.17% |
$67.6M - $71.1M
|
29.4M
$1.08B
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.81MNew |
$62M - $65.3M
|
1.81M
$66.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Toews Corp
|
BUY
|
- |
1.68MNew |
$57.8M - $60.8M
|
1.68M
$61.8M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.56MNew |
$53.5M - $56.3M
|
1.56M
$57.2M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.53MNew |
$52.6M - $55.4M
|
1.53M
$56.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.16M+ 20967.63% |
$39.8M - $41.9M
|
1.16M
$42.8M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.08M+ 30.7% |
$37.2M - $39.1M
|
4.61M
$169M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
862K+ 3.93% |
$29.6M - $31.1M
|
22.8M
$836M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
832K+ 200.08% |
$28.6M - $30.1M
|
1.25M
$45.8M
|
|
|
May 05, 2023
Q1 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
BUY
|
- |
783KNew |
$26.9M - $28.3M
|
783K
$28.7M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
765K+ 239.41% |
$26.3M - $27.6M
|
1.08M
$39.8M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
720K+ 3.91% |
$24.7M - $26M
|
19.1M
$703M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
632K+ 15535.1% |
$21.7M - $22.8M
|
636K
$23.4M
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
452K+ 47.74% |
$15.5M - $16.3M
|
1.4M
$51.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
422K+ 3.87% |
$14.5M - $15.3M
|
11.3M
$416M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
367K+ 34.34% |
$12.6M - $13.3M
|
1.44M
$52.8M
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
316K+ 55.86% |
$10.9M - $11.4M
|
882K
$32.4M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
307K+ 20.77% |
$10.5M - $11.1M
|
1.79M
$65.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
257KNew |
$8.82M - $9.28M
|
257K
$9.43M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
176K+ 20.12% |
$6.04M - $6.36M
|
1.05M
$38.6M
|
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
169KNew |
$5.82M - $6.12M
|
169K
$6.22M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
157K+ 34.28% |
$5.41M - $5.69M
|
617K
$22.7M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
157K+ 34.28% |
$5.41M - $5.69M
|
617K
$22.7M
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
156K+ 417.62% |
$5.36M - $5.64M
|
193K
$7.1M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
123KNew |
$4.24M - $4.46M
|
123K
$4.53M
|
|
|
May 01, 2023
Q1 2023
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
108K+ 7.78% |
$3.71M - $3.9M
|
1.5M
$55M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
108K+ 8.94% |
$3.7M - $3.89M
|
1.31M
$48.2M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
105K+ 37.59% |
$3.62M - $3.81M
|
386K
$14.2M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
105K+ 1263.55% |
$3.6M - $3.78M
|
113K
$4.15M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
98.4K+ 50.58% |
$3.38M - $3.56M
|
293K
$10.8M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
91.9KNew |
$3.16M - $3.32M
|
91.9K
$3.37M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
86.9K+ 36.78% |
$2.99M - $3.14M
|
323K
$11.9M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
82.2K+ 576.17% |
$2.82M - $2.97M
|
96.5K
$3.54M
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
81K+ 392.76% |
$2.78M - $2.93M
|
102K
$3.73M
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
BUY
|
- |
75.7KNew |
$2.6M - $2.74M
|
75.7K
$2.78M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
71.3K+ 17.94% |
$2.45M - $2.58M
|
469K
$17.2M
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
67.6KNew |
$2.32M - $2.44M
|
67.6K
$2.48M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
67.4K+ 1000.15% |
$2.31M - $2.44M
|
74.1K
$2.72M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
60K+ 3.2% |
$2.06M - $2.17M
|
1.93M
$71.1M
|
|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
55K+ 19.5% |
$1.89M - $1.99M
|
337K
$12.4M
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
54.5K+ 284.29% |
$1.87M - $1.97M
|
73.6K
$2.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
54K+ 59.64% |
$1.86M - $1.95M
|
145K
$5.31M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
52.8K+ 6.74% |
$1.81M - $1.91M
|
837K
$30.7M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
52.7KNew |
$1.81M - $1.9M
|
52.7K
$1.94M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
51.9KNew |
$1.78M - $1.88M
|
51.9K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
51.5K+ 51.58% |
$1.77M - $1.86M
|
151K
$5.56M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
50.9K+ 2.85% |
$1.75M - $1.84M
|
1.83M
$67.4M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
50.5K+ 157.87% |
$1.73M - $1.83M
|
82.5K
$3.03M
|