Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
69.9K+ 5.82% |
$2.49M - $2.55M
|
1.27M
$46.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
62.5K+ 73.97% |
$2.22M - $2.28M
|
147K
$5.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
60.9K+ 3.14% |
$2.17M - $2.22M
|
2M
$73.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
59.1K+ 1.77% |
$2.1M - $2.15M
|
3.4M
$125M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
58.8KNew |
$2.09M - $2.14M
|
58.8K
$2.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
58.1K+ 1.41% |
$2.07M - $2.12M
|
4.17M
$153M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
56.2KNew |
$2M - $2.05M
|
56.2K
$2.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
55.5K+ 3.02% |
$1.98M - $2.02M
|
1.89M
$69.6M
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
51.6KNew |
$1.84M - $1.88M
|
51.6K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
50.9KNew |
$1.81M - $1.85M
|
50.9K
$1.87M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
48.3K+ 5.3% |
$1.72M - $1.76M
|
960K
$35.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
47.7K+ 205.47% |
$1.7M - $1.74M
|
70.9K
$2.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
46.4K+ 10.55% |
$1.65M - $1.69M
|
486K
$17.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
44.2K+ 109.41% |
$1.57M - $1.61M
|
84.6K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
43.4K+ 13.01% |
$1.54M - $1.58M
|
377K
$13.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
43.4K+ 1.27% |
$1.54M - $1.58M
|
3.46M
$127M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
43K+ 712.08% |
$1.53M - $1.56M
|
49K
$1.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
37.7K+ 14.22% |
$1.34M - $1.37M
|
303K
$11.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
33.8K+ 47.18% |
$1.2M - $1.23M
|
105K
$3.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
33.2KNew |
$1.18M - $1.21M
|
33.2K
$1.22M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
31.9K+ 28.54% |
$1.14M - $1.16M
|
144K
$5.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
29.6KNew |
$1.05M - $1.08M
|
29.6K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
25.8KNew |
$920K - $941K
|
25.8K
$949K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.4K+ 42.9% |
$869K - $889K
|
81.3K
$2.99M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
24.2K+ 7.34% |
$862K - $881K
|
354K
$13M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
22.3K+ 5.0% |
$793K - $811K
|
468K
$17.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21.8K+ 37.46% |
$776K - $794K
|
80K
$2.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
20.5KNew |
$728K - $745K
|
20.5K
$751K
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
20.2K+ 103.15% |
$718K - $735K
|
39.8K
$1.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
19.7K+ 18.8% |
$701K - $718K
|
125K
$4.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
18.8K+ 2221.63% |
$669K - $684K
|
19.6K
$721K
|
|
|
Aug 13, 2024
Q2 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
18.1KNew |
$643K - $658K
|
18.1K
$664K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.6K+ 8.53% |
$590K - $603K
|
211K
$7.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16K+ 7.15% |
$569K - $582K
|
240K
$8.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15.9KNew |
$567K - $580K
|
15.9K
$586K
|
|
|
Jul 23, 2024
Q2 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
15.6K+ 12.76% |
$557K - $570K
|
138K
$5.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
14.7KNew |
$523K - $535K
|
14.7K
$540K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
14.7K+ 85.76% |
$522K - $534K
|
31.7K
$1.17M
|
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
14.2KNew |
$504K - $516K
|
14.2K
$520K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.1KNew |
$503K - $515K
|
14.1K
$519K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.1K+ 2.42% |
$501K - $513K
|
597K
$21.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
13.7KNew |
$489K - $500K
|
13.7K
$505K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.7KNew |
$487K - $498K
|
13.7K
$502K
|
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
13.4KNew |
$476K - $487K
|
13.4K
$491K
|
|
|
Jul 12, 2024
Q2 2024
|
Single Point Partners, LLC
|
BUY
|
- |
13.2K+ 11.0% |
$471K - $482K
|
134K
$4.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13K+ 29.67% |
$462K - $472K
|
56.7K
$2.08M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
12.7K+ 7.05% |
$453K - $463K
|
193K
$7.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.9K+ 32.78% |
$424K - $433K
|
48.2K
$1.77M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
11.5KNew |
$409K - $419K
|
11.5K
$422K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.4K+ 28.99% |
$404K - $414K
|
50.5K
$1.86M
|