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 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.1K- 25.72% |
$106K - $120K
|
8.94K
$335K
|
|
|
Jul 20, 2022
Q2 2022
|
Adams Wealth Management
|
SELL
|
- |
-3.11K- 22.47% |
$106K - $121K
|
10.7K
$401K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3.13K- 72.22% |
$107K - $122K
|
1.2K
$45.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-3.19K- 11.38% |
$109K - $124K
|
24.8K
$929K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.32K- 31.17% |
$114K - $129K
|
7.34K
$275K
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.37K- 23.48% |
$115K - $131K
|
11K
$411K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.48K- 22.05% |
$119K - $135K
|
12.3K
$460K
|
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-3.52K- 19.05% |
$121K - $137K
|
15K
$560K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.56K- 88.26% |
$122K - $138K
|
473
$17.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.62K- 11.1% |
$124K - $141K
|
29K
$1.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.67K- 37.53% |
$126K - $143K
|
6.11K
$229K
|
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-4.36K- 1.69% |
$149K - $170K
|
253K
$9.48M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.57K- 42.37% |
$156K - $178K
|
6.21K
$232K
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.71K- 3.26% |
$161K - $183K
|
140K
$5.23M
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-5KClosed |
$171K - $195K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.1K- 38.22% |
$175K - $199K
|
8.25K
$309K
|
|
|
Jul 29, 2022
Q2 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-5.32KClosed |
$182K - $207K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-5.36K- 8.86% |
$183K - $208K
|
55.1K
$2.06M
|
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.38KClosed |
$184K - $209K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.42K- 4.91% |
$186K - $211K
|
105K
$3.93M
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-5.42K- 2.62% |
$186K - $211K
|
202K
$7.55M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.5K- 7.0% |
$188K - $214K
|
73.1K
$2.73M
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-5.57KClosed |
$191K - $217K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.72K- 22.34% |
$196K - $223K
|
19.9K
$745K
|
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-5.79K- 50.0% |
$198K - $225K
|
5.79K
$217K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.81K- 52.79% |
$199K - $226K
|
5.19K
$194K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.88K- 39.7% |
$201K - $229K
|
8.93K
$334K
|
|
|
Aug 12, 2022
Q2 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-5.89KClosed |
$202K - $229K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.91KClosed |
$202K - $230K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.98K- 12.95% |
$205K - $233K
|
40.2K
$1.5M
|
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-6.04KClosed |
$207K - $235K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.1KClosed |
$209K - $237K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.13K- 15.0% |
$210K - $239K
|
34.7K
$1.3M
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.19KClosed |
$212K - $241K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-6.26K- 30.48% |
$215K - $244K
|
14.3K
$535K
|
|
|
Jul 22, 2022
Q2 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-6.28K- 33.43% |
$215K - $244K
|
12.5K
$468K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.32K- 9.07% |
$216K - $246K
|
63.3K
$2.37M
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-7.61KClosed |
$261K - $296K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-7.64KClosed |
$262K - $297K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-8.19K- 11.89% |
$280K - $319K
|
60.7K
$2.27M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.62K- 20.61% |
$295K - $335K
|
33.2K
$1.24M
|
|
|
Aug 03, 2022
Q2 2022
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-9.26K- 1.07% |
$317K - $360K
|
853K
$31.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-9.63KClosed |
$330K - $375K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-9.67KClosed |
$331K - $376K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-9.72K- 59.72% |
$333K - $378K
|
6.55K
$245K
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10.8K- 61.17% |
$369K - $419K
|
6.84K
$256K
|
|
|
Aug 08, 2022
Q2 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-11.4K- 28.72% |
$391K - $444K
|
28.3K
$1.06M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-11.6KClosed |
$397K - $451K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-12.8KClosed |
$439K - $498K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-13.1K- 0.64% |
$448K - $509K
|
2.04M
$76.3M
|