Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
7.4K+ 9.63% |
$303K - $309K
|
84.2K
$3.15M
|
|
|
Aug 16, 2021
Q2 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
7.38K+ 14.81% |
$302K - $308K
|
57.2K
$2.14M
|
|
|
Jul 19, 2021
Q2 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
6.44K+ 20.34% |
$264K - $269K
|
38.1K
$1.43M
|
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
BUY
|
- |
6.29K+ 15.16% |
$258K - $262K
|
47.8K
$1.79M
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.1KNew |
$250K - $254K
|
6.1K
$228K
|
|
|
Aug 13, 2021
Q2 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.08K+ 6.55% |
$249K - $254K
|
99K
$3.7M
|
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.02KNew |
$247K - $251K
|
6.02K
$225K
|
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.98KNew |
$245K - $249K
|
5.98K
$224K
|
|
|
Jul 13, 2021
Q2 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.95K+ 40.28% |
$243K - $248K
|
20.7K
$775K
|
|
|
Jul 14, 2021
Q2 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
5.83K+ 20.65% |
$239K - $243K
|
34K
$1.27M
|
|
|
Aug 09, 2021
Q2 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.71KNew |
$234K - $238K
|
5.71K
$214K
|
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.67KNew |
$232K - $237K
|
5.67K
$212K
|
|
|
Jul 26, 2021
Q2 2021
|
Beacon Financial Group
|
BUY
|
- |
5.55K+ 30.51% |
$227K - $231K
|
23.7K
$887K
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
5.34KNew |
$219K - $223K
|
5.34K
$200K
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.3K+ 10.61% |
$217K - $221K
|
55.3K
$2.07M
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.26K+ 6.35% |
$215K - $219K
|
88K
$3.29M
|
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5KNew |
$205K - $209K
|
5K
$187K
|
|
|
Sep 01, 2021
Q2 2021
|
Goal Vest Advisory LLC
|
BUY
|
- |
4.78K+ 15.77% |
$196K - $200K
|
35.1K
$1.31M
|
|
|
Jan 28, 2022
Q2 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4.46K+ 8.73% |
$183K - $186K
|
55.5K
$2.08M
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.01K+ 34.8% |
$164K - $167K
|
15.5K
$581K
|
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
4.01K+ 7.06% |
$164K - $167K
|
60.8K
$2.27M
|
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.84K+ 18.43% |
$157K - $160K
|
24.7K
$922K
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.79K+ 63.82% |
$155K - $158K
|
9.72K
$364K
|
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
3.77K+ 17.23% |
$155K - $157K
|
25.7K
$961K
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.77K+ 5.21% |
$154K - $157K
|
76.2K
$2.85M
|
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.59K+ 28.63% |
$147K - $150K
|
16.1K
$603K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.38K+ 11.12% |
$139K - $141K
|
33.8K
$1.26M
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.11K+ 15.74% |
$127K - $130K
|
22.8K
$854K
|
|
|
Aug 11, 2021
Q2 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3.03K+ 7.11% |
$124K - $126K
|
45.6K
$1.71M
|
|
|
Jul 28, 2021
Q2 2021
|
Unison Advisors LLC
|
BUY
|
- |
2.97K+ 35.16% |
$121K - $124K
|
11.4K
$426K
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.92K+ 4.54% |
$119K - $122K
|
67.2K
$2.51M
|
|
|
Aug 06, 2021
Q2 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.79K+ 5.73% |
$114K - $116K
|
51.4K
$1.92M
|
|
|
Aug 10, 2021
Q2 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
2.47K+ 11.0% |
$101K - $103K
|
24.9K
$931K
|
|
|
Jul 11, 2022
Q2 2021
|
Range Financial Group LLC
|
BUY
|
- |
2.31K+ 14.86% |
$94.6K - $96.3K
|
17.8K
$667K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.28K+ 3.8% |
$93.3K - $95.1K
|
62.2K
$2.33M
|
|
|
Aug 03, 2021
Q2 2021
|
Adams Wealth Management
|
BUY
|
- |
2.23K+ 21.62% |
$91.4K - $93.1K
|
12.6K
$470K
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.95K+ 9.33% |
$80K - $81.5K
|
22.9K
$856K
|
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.88K+ 13.87% |
$77K - $78.5K
|
15.4K
$578K
|
|
|
Aug 11, 2021
Q2 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.75K+ 23.69% |
$71.7K - $73K
|
9.14K
$342K
|
|
|
Aug 13, 2021
Q2 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.72K+ 2.62% |
$70.5K - $71.8K
|
67.3K
$2.52M
|
|
|
Aug 10, 2021
Q2 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
1.55K+ 3.24% |
$63.3K - $64.5K
|
49.3K
$1.84M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.45K+ 22.58% |
$59.2K - $60.3K
|
7.85K
$294K
|
|
|
Jul 20, 2021
Q2 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.4K+ 10.88% |
$57.2K - $58.3K
|
14.2K
$532K
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.35K+ 0.37% |
$55.3K - $56.4K
|
362K
$13.5M
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.33K+ 11.94% |
$54.3K - $55.3K
|
12.4K
$465K
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.31K+ 11.66% |
$53.6K - $54.7K
|
12.5K
$469K
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.24K+ 12.0% |
$50.6K - $51.5K
|
11.5K
$431K
|
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.18KNew |
$48.3K - $49.2K
|
1.18K
$44.1K
|
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.16K+ 1.11% |
$47.3K - $48.2K
|
106K
$3.95M
|
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.14K+ 1.89% |
$46.6K - $47.4K
|
61.4K
$2.29M
|