Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
64K+ 630.91% |
$2.31M - $2.35M
|
74.2K
$2.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
63.3K+ 54.1% |
$2.28M - $2.32M
|
180K
$6.73M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
58.3K+ 42.69% |
$2.1M - $2.14M
|
195K
$7.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
55.8K+ 494.63% |
$2.01M - $2.05M
|
67.1K
$2.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
55.1K+ 1.08% |
$1.98M - $2.02M
|
5.16M
$193M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
54.1K+ 352.96% |
$1.95M - $1.98M
|
69.4K
$2.59M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
50.4K+ 121.63% |
$1.82M - $1.85M
|
91.9K
$3.43M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
50K+ 11.46% |
$1.8M - $1.83M
|
486K
$18.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
45.9K+ 133.81% |
$1.65M - $1.68M
|
80.3K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
43.8KNew |
$1.58M - $1.61M
|
43.8K
$1.64M
|
|
|
May 09, 2024
Q1 2024
|
Ppm America Inc
Chicago, IL |
BUY
|
- |
43KNew |
$1.55M - $1.58M
|
43K
$1.6M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
41.5K+ 5.84% |
$1.49M - $1.52M
|
751K
$28M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
35.1K+ 108.91% |
$1.26M - $1.29M
|
67.3K
$2.51M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
33.2K+ 42.57% |
$1.19M - $1.22M
|
111K
$4.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
32.6K+ 14.05% |
$1.18M - $1.2M
|
265K
$9.88M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
32.2K+ 27.89% |
$1.16M - $1.18M
|
148K
$5.51M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
30.3KNew |
$1.09M - $1.11M
|
30.3K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
30.2K+ 714.91% |
$1.09M - $1.11M
|
34.4K
$1.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Toews Corp
|
BUY
|
- |
30K+ 0.96% |
$1.08M - $1.1M
|
3.17M
$118M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
29.5KNew |
$1.06M - $1.08M
|
29.5K
$1.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
29.1K+ 318.05% |
$1.05M - $1.07M
|
38.2K
$1.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
27.4K+ 74.04% |
$987K - $1M
|
64.4K
$2.4M
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
27.2K+ 17.56% |
$981K - $999K
|
182K
$6.8M
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
27.1K+ 60.89% |
$977K - $994K
|
71.7K
$2.67M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
25.7K+ 3.01% |
$924K - $940K
|
878K
$32.7M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
25.2K+ 46.41% |
$907K - $924K
|
79.5K
$2.97M
|
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
23.6KNew |
$851K - $866K
|
23.6K
$881K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
23.5K+ 2.76% |
$845K - $860K
|
873K
$32.6M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.8K+ 11.35% |
$784K - $799K
|
214K
$7.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
21.7K+ 24.08% |
$781K - $796K
|
112K
$4.17M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.7K+ 17.59% |
$747K - $761K
|
139K
$5.17M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
20.4K+ 6.59% |
$734K - $747K
|
330K
$12.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
20.2K+ 24.82% |
$728K - $742K
|
102K
$3.79M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
19.6K+ 4.06% |
$705K - $718K
|
503K
$18.7M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19.4K+ 42.47% |
$698K - $711K
|
65.1K
$2.43M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.3K+ 61.97% |
$694K - $707K
|
50.4K
$1.88M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
19.3K+ 6.7% |
$693K - $706K
|
307K
$11.4M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
19.1KNew |
$686K - $699K
|
19.1K
$711K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
19KNew |
$684K - $696K
|
19K
$708K
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
18.1K+ 56.53% |
$652K - $664K
|
50.1K
$1.87M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
17.5K+ 29.04% |
$631K - $642K
|
77.8K
$2.9M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
17.5K+ 26.06% |
$629K - $640K
|
84.5K
$3.15M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
17.4K+ 9.78% |
$627K - $638K
|
195K
$7.28M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.3K+ 3.06% |
$623K - $635K
|
583K
$21.7M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
16.6KNew |
$598K - $609K
|
16.6K
$620K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16.5KNew |
$594K - $605K
|
16.5K
$615K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
15.3K+ 357.78% |
$550K - $560K
|
19.6K
$729K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
14.9K+ 16.15% |
$535K - $545K
|
107K
$3.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
14.8K+ 1.11% |
$532K - $542K
|
1.34M
$50.1M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.7K+ 18.18% |
$493K - $502K
|
89K
$3.32M
|