Purchases and Sales Made in Q2 2022 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 2022. 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 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
180New |
$6.17K - $7.01K
|
180
$6.7K
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
162+ 395.12% |
$5.55K - $6.31K
|
203
$7.56K
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
152New |
$5.21K - $5.92K
|
152
$5.66K
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
138+ 1.2% |
$4.73K - $5.37K
|
11.6K
$434K
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
134New |
$4.59K - $5.22K
|
134
$4.99K
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
116+ 193.33% |
$3.97K - $4.51K
|
176
$6.55K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
110+ 47.01% |
$3.77K - $4.28K
|
344
$12.8K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
90+ 16.61% |
$3.08K - $3.5K
|
632
$23.5K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
79New |
$2.71K - $3.07K
|
79
$2.94K
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
78New |
$2.67K - $3.04K
|
78
$2.9K
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
75New |
$2.57K - $2.92K
|
75
$2.79K
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
68+ 19.65% |
$2.33K - $2.65K
|
414
$15.4K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
63+ 1260.0% |
$2.16K - $2.45K
|
68
$2.53K
|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
51+ 0.48% |
$1.75K - $1.98K
|
10.7K
$398K
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
BUY
|
- |
30+ 19.61% |
$1.03K - $1.17K
|
183
$6.81K
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
29+ 0.09% |
$993 - $1.13K
|
32.4K
$1.21M
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
28+ 0.28% |
$959 - $1.09K
|
9.9K
$369K
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
26New |
$891 - $1.01K
|
26
$968
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
24+ 0.2% |
$822 - $934
|
11.9K
$443K
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
19+ 0.93% |
$651 - $739
|
2.06K
$76.8K
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
17+ 1.25% |
$582 - $662
|
1.38K
$51.4K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12+ 0.74% |
$411 - $467
|
1.63K
$60.7K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8New |
$274 - $311
|
8
$298
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6New |
$206 - $234
|
6
$223
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 1.23% |
$137 - $156
|
329
$12.3K
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4+ 1.66% |
$137 - $156
|
245
$9.12K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$68.5 - $77.8
|
1.66K
$62K
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2New |
$68.5 - $77.8
|
2
$74.5
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.19% |
$34.3 - $38.9
|
540
$20.1K
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1- 1.43% |
$34.3 - $38.9
|
69
$2.57K
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-4- 5.63% |
$137 - $156
|
67
$2.5K
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-6Closed |
$206 - $234
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-8Closed |
$274 - $311
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-9- 7.38% |
$308 - $350
|
113
$4.21K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-11Closed |
$377 - $428
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-19- 0.05% |
$651 - $739
|
35.1K
$1.31M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-32Closed |
$1.1K - $1.25K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-48- 0.64% |
$1.64K - $1.87K
|
7.44K
$277K
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-70- 26.52% |
$2.4K - $2.72K
|
194
$7.22K
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-71- 0.62% |
$2.43K - $2.76K
|
11.4K
$424K
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-72- 0.35% |
$2.47K - $2.8K
|
20.2K
$753K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-73Closed |
$2.5K - $2.84K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-73- 1.2% |
$2.5K - $2.84K
|
6K
$223K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-115- 0.94% |
$3.94K - $4.48K
|
12.2K
$453K
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-154- 0.25% |
$5.27K - $5.99K
|
60.9K
$2.27M
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-161Closed |
$5.51K - $6.27K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-172- 58.11% |
$5.89K - $6.69K
|
124
$4.62K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-177Closed |
$6.06K - $6.89K
|
0
$0
|