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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2021
Q2 2021
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.07K+ 2.83% |
$43.9K - $44.7K
|
39K
$1.46M
|
|
|
Aug 12, 2021
Q2 2021
|
Flc Capital Advisors
|
BUY
|
- |
1.03K+ 10.02% |
$42.1K - $42.9K
|
11.3K
$422K
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1K+ 15.18% |
$41.1K - $41.9K
|
7.62K
$285K
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
968+ 10.55% |
$39.6K - $40.4K
|
10.1K
$379K
|
|
|
Jul 22, 2021
Q2 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
875+ 10.95% |
$35.8K - $36.5K
|
8.87K
$332K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
815+ 74.63% |
$33.4K - $34K
|
1.91K
$71.3K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
808+ 542.28% |
$33.1K - $33.7K
|
957
$35.8K
|
|
|
Aug 06, 2021
Q2 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
664+ 6.14% |
$27.2K - $27.7K
|
11.5K
$429K
|
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
642+ 373.26% |
$26.3K - $26.8K
|
814
$30.4K
|
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
621+ 7.49% |
$25.4K - $25.9K
|
8.92K
$333K
|
|
|
Jul 16, 2021
Q2 2021
|
Western Financial Corporation
|
BUY
|
- |
603+ 9.64% |
$24.7K - $25.2K
|
6.86K
$256K
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
596+ 9.72% |
$24.4K - $24.9K
|
6.73K
$252K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
596+ 8.93% |
$24.4K - $24.9K
|
7.27K
$272K
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
545+ 14.62% |
$22.3K - $22.7K
|
4.27K
$160K
|
|
|
Apr 19, 2024
Q2 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
518+ 0.65% |
$21.2K - $21.6K
|
79.9K
$2.99M
|
|
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
491+ 4091.67% |
$20.1K - $20.5K
|
503
$18.8K
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
485New |
$19.9K - $20.2K
|
485
$18.1K
|
|
|
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
425New |
$17.4K - $17.7K
|
425
$15.9K
|
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
412New |
$16.9K - $17.2K
|
412
$15.4K
|
|
|
Aug 26, 2021
Q2 2021
|
Comerica Bank
|
BUY
|
- |
379+ 1.76% |
$15.5K - $15.8K
|
21.9K
$821K
|
|
|
Jul 26, 2021
Q2 2021
|
Meritage Portfolio Management
|
BUY
|
- |
368+ 4.42% |
$15.1K - $15.4K
|
8.69K
$325K
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
346+ 1.71% |
$14.2K - $14.4K
|
20.5K
$768K
|
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
328New |
$13.4K - $13.7K
|
328
$12.3K
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
324+ 6.14% |
$13.3K - $13.5K
|
5.6K
$209K
|
|
|
Aug 05, 2021
Q2 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
321+ 0.9% |
$13.1K - $13.4K
|
36.1K
$1.35M
|
|
|
Aug 09, 2021
Q2 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
319New |
$13.1K - $13.3K
|
319
$11.9K
|
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
231New |
$9.46K - $9.64K
|
231
$8.64K
|
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
224+ 3.96% |
$9.17K - $9.35K
|
5.88K
$220K
|
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
215New |
$8.8K - $8.97K
|
215
$8.04K
|
|
|
Aug 12, 2021
Q2 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
187+ 2.5% |
$7.66K - $7.8K
|
7.67K
$287K
|
|
|
Jul 20, 2021
Q2 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
181+ 3.47% |
$7.41K - $7.55K
|
5.39K
$202K
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
BUY
|
- |
179+ 177.23% |
$7.33K - $7.47K
|
280
$10.5K
|
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
177New |
$7.25K - $7.38K
|
177
$6.62K
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
173+ 346.0% |
$7.08K - $7.22K
|
223
$8.34K
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
158+ 0.15% |
$6.47K - $6.59K
|
105K
$3.91M
|
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
153+ 21.52% |
$6.27K - $6.38K
|
864
$32.3K
|
|
|
Jul 15, 2021
Q2 2021
|
West End Advisors, LLC
|
BUY
|
- |
148New |
$6.06K - $6.17K
|
148
$5.54K
|
|
|
Jul 13, 2021
Q2 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
141+ 1.56% |
$5.77K - $5.88K
|
9.21K
$344K
|
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
136New |
$5.57K - $5.67K
|
136
$5.09K
|
|
|
Jul 09, 2021
Q2 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
112New |
$4.59K - $4.67K
|
112
$4.19K
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
102+ 2.85% |
$4.18K - $4.26K
|
3.68K
$138K
|
|
|
Aug 10, 2021
Q2 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
94New |
$3.85K - $3.92K
|
94
$3.52K
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
92+ 30.67% |
$3.77K - $3.84K
|
392
$14.7K
|
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
BUY
|
- |
90New |
$3.69K - $3.75K
|
90
$3.37K
|
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
90New |
$3.69K - $3.75K
|
90
$3.37K
|
|
|
Aug 06, 2021
Q2 2021
|
Geneva Partners, LLC
|
BUY
|
- |
83+ 0.85% |
$3.4K - $3.46K
|
9.88K
$369K
|
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
73New |
$2.99K - $3.05K
|
73
$2.73K
|
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
61+ 19.61% |
$2.5K - $2.54K
|
372
$13.9K
|
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
60New |
$2.46K - $2.5K
|
60
$2.24K
|
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
55+ 458.33% |
$2.25K - $2.29K
|
67
$2.51K
|