Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
157+ 1.94% |
$5.27K - $5.83K
|
8.26K
$308K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
123New |
$4.13K - $4.57K
|
123
$4.59K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
118+ 8.55% |
$3.96K - $4.38K
|
1.5K
$55.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
117+ 1.67% |
$3.93K - $4.34K
|
7.11K
$265K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
114New |
$3.83K - $4.23K
|
114
$4.25K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
95New |
$3.19K - $3.53K
|
95
$3.54K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
94+ 120.51% |
$3.15K - $3.49K
|
172
$6.41K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
87+ 0.03% |
$2.92K - $3.23K
|
294K
$11M
|
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
63+ 0.19% |
$2.11K - $2.34K
|
33.4K
$1.25M
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
58New |
$1.95K - $2.15K
|
58
$2.16K
|
|
|
Oct 17, 2022
Q3 2022
|
Retirement Solution Inc.
|
BUY
|
- |
46+ 0.51% |
$1.54K - $1.71K
|
9.04K
$337K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
45+ 22.17% |
$1.51K - $1.67K
|
248
$9.25K
|
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
35+ 0.33% |
$1.17K - $1.3K
|
10.7K
$400K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
29+ 1.45% |
$973 - $1.08K
|
2.03K
$75.8K
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
24+ 70.59% |
$805 - $891
|
58
$2.16K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
21+ 1.02% |
$705 - $780
|
2.08K
$77.7K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
20+ 28.99% |
$671 - $742
|
89
$3.32K
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
18+ 4.5% |
$604 - $668
|
418
$15.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18+ 225.0% |
$604 - $668
|
26
$970
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.41% |
$134 - $148
|
980
$36.5K
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3+ 1.22% |
$101 - $111
|
248
$9.25K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2+ 4.0% |
$67.1 - $74.2
|
52
$1.94K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.37% |
$67.1 - $74.2
|
542
$20.2K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.66% |
$33.6 - $37.1
|
153
$5.71K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.15% |
$33.6 - $37.1
|
667
$24.9K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.52% |
$33.6 - $37.1
|
195
$7.27K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-6- 8.96% |
$201 - $223
|
61
$2.27K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6- 0.07% |
$201 - $223
|
8.1K
$302K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-10- 0.14% |
$336 - $371
|
6.92K
$258K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12- 0.74% |
$403 - $445
|
1.62K
$60.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-15- 22.39% |
$503 - $557
|
52
$1.94K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-22- 1.32% |
$738 - $817
|
1.64K
$61.2K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-25- 5.43% |
$839 - $928
|
435
$16.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-41- 0.34% |
$1.38K - $1.52K
|
11.8K
$442K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-76- 96.2% |
$2.55K - $2.82K
|
3
$112
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
SELL
|
- |
-79- 43.17% |
$2.65K - $2.93K
|
104
$3.88K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-87- 12.22% |
$2.92K - $3.23K
|
625
$23.3K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-87Closed |
$2.92K - $3.23K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-90- 14.24% |
$3.02K - $3.34K
|
542
$20.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-91- 21.77% |
$3.05K - $3.38K
|
327
$12.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-97- 0.05% |
$3.26K - $3.6K
|
185K
$6.91M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-110- 31.98% |
$3.69K - $4.08K
|
234
$8.73K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-123- 1.49% |
$4.13K - $4.57K
|
8.13K
$303K
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
SELL
|
- |
-126- 0.88% |
$4.23K - $4.68K
|
14.2K
$528K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-130- 31.4% |
$4.36K - $4.83K
|
284
$10.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-140- 1.91% |
$4.7K - $5.2K
|
7.2K
$268K
|
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-146Closed |
$4.9K - $5.42K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-161- 0.46% |
$5.4K - $5.98K
|
35K
$1.3M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-168- 29.17% |
$5.64K - $6.24K
|
408
$15.2K
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-210- 2.43% |
$7.05K - $7.8K
|
8.43K
$315K
|