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 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-945- 5.57% |
$34K - $34.6K
|
16K
$597K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-995- 17.99% |
$35.8K - $36.5K
|
4.54K
$169K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.01K- 1.78% |
$36.3K - $36.9K
|
55.5K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.01K- 10.27% |
$36.4K - $37.1K
|
8.84K
$330K
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.1K- 8.0% |
$39.6K - $40.3K
|
12.7K
$472K
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.1K- 8.0% |
$39.6K - $40.3K
|
12.7K
$472K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.15K- 0.46% |
$41.4K - $42.2K
|
250K
$9.33M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.17K- 15.5% |
$42K - $42.8K
|
6.36K
$237K
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.33K- 14.41% |
$48K - $48.9K
|
7.92K
$295K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.37K- 9.59% |
$49.2K - $50.1K
|
12.9K
$481K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.38K- 9.71% |
$49.5K - $50.4K
|
12.8K
$477K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.42K- 19.57% |
$51.1K - $52K
|
5.83K
$218K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.44K- 94.74% |
$51.8K - $52.8K
|
80
$2.98K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.5K- 36.12% |
$53.9K - $54.8K
|
2.65K
$98.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.57K- 13.24% |
$56.5K - $57.5K
|
10.3K
$383K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.6K- 46.09% |
$57.6K - $58.7K
|
1.87K
$69.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.69K- 3.13% |
$61K - $62.1K
|
52.4K
$1.95M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.83K- 17.92% |
$66K - $67.2K
|
8.39K
$313K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-1.97K- 25.24% |
$71K - $72.3K
|
5.84K
$218K
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-2.29K- 1.64% |
$82.4K - $83.9K
|
137K
$5.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.62K- 2.29% |
$94.4K - $96.1K
|
112K
$4.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.65K- 31.23% |
$95.3K - $97K
|
5.83K
$217K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.76K- 10.51% |
$99.4K - $101K
|
23.5K
$876K
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-2.83K- 0.49% |
$102K - $104K
|
573K
$21.4M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.98K- 62.64% |
$107K - $109K
|
1.78K
$66.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-3K- 6.84% |
$108K - $110K
|
40.9K
$1.52M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.1K- 9.83% |
$112K - $114K
|
28.4K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.12K- 29.13% |
$112K - $114K
|
7.59K
$283K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3.15K- 29.8% |
$114K - $116K
|
7.43K
$277K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.21K- 23.56% |
$115K - $118K
|
10.4K
$388K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.51K- 1.31% |
$126K - $128K
|
264K
$9.83M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-3.93K- 11.34% |
$142K - $144K
|
30.7K
$1.15M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.13K- 90.93% |
$149K - $151K
|
412
$15.4K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.17K- 36.03% |
$150K - $153K
|
7.4K
$276K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-4.52K- 15.52% |
$163K - $166K
|
24.6K
$917K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.56KClosed |
$164K - $167K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-4.58K- 21.61% |
$165K - $168K
|
16.6K
$619K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-5.68KClosed |
$204K - $208K
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-5.69K- 90.46% |
$205K - $209K
|
600
$22.4K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.73K- 22.25% |
$206K - $210K
|
20K
$746K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-6.06K- 14.15% |
$218K - $222K
|
36.7K
$1.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.94K- 35.76% |
$250K - $254K
|
12.5K
$465K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-7.4K- 5.54% |
$267K - $271K
|
126K
$4.71M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.61K- 17.32% |
$274K - $279K
|
36.3K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-7.62K- 43.57% |
$274K - $279K
|
9.87K
$368K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.64K- 10.81% |
$275K - $280K
|
63.1K
$2.35M
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-8.41K- 25.93% |
$303K - $308K
|
24K
$896K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-8.71K- 0.7% |
$313K - $319K
|
1.24M
$46.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-9.08K- 28.67% |
$327K - $333K
|
22.6K
$842K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.4K- 20.9% |
$373K - $379K
|
39.2K
$1.46M
|