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 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.52K- 20.93% |
$152K - $168K
|
17.1K
$636K
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-4.67K- 31.42% |
$157K - $173K
|
10.2K
$380K
|
|
|
Oct 17, 2022
Q3 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-4.96K- 9.0% |
$166K - $184K
|
50.1K
$1.87M
|
|
|
Nov 07, 2022
Q3 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-5.47K- 13.32% |
$184K - $203K
|
35.6K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-5.9K- 23.37% |
$198K - $219K
|
19.4K
$722K
|
|
|
Nov 14, 2022
Q3 2022
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-5.9K- 23.37% |
$198K - $219K
|
19.4K
$722K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.73K- 9.45% |
$226K - $250K
|
64.5K
$2.41M
|
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-7.84K- 44.67% |
$263K - $291K
|
9.71K
$362K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-8.3K- 27.96% |
$279K - $308K
|
21.4K
$798K
|
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-8.39K- 22.18% |
$282K - $311K
|
29.4K
$1.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.39K- 8.0% |
$282K - $311K
|
96.5K
$3.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-8.62K- 7.3% |
$289K - $320K
|
109K
$4.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.4K- 3.89% |
$315K - $349K
|
232K
$8.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.7K- 0.65% |
$360K - $398K
|
1.64M
$61.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-10.8K- 84.81% |
$361K - $400K
|
1.93K
$71.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-11K- 60.64% |
$370K - $410K
|
7.16K
$267K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-12.2K- 47.43% |
$411K - $454K
|
13.6K
$506K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.4K- 19.55% |
$416K - $460K
|
51K
$1.9M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-12.7KClosed |
$427K - $472K
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-13K- 93.02% |
$436K - $483K
|
976
$36.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-13.3K- 36.75% |
$448K - $495K
|
23K
$857K
|
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-13.9K- 13.9% |
$466K - $516K
|
86.1K
$3.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-15.4K- 63.92% |
$518K - $573K
|
8.72K
$325K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16K- 36.81% |
$536K - $593K
|
27.4K
$1.02M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-16.3K- 65.2% |
$548K - $606K
|
8.72K
$325K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-18K- 46.92% |
$603K - $667K
|
20.3K
$758K
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-19.4K- 7.65% |
$651K - $720K
|
234K
$8.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-19.8K- 2.93% |
$665K - $736K
|
658K
$24.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-20.2K- 50.32% |
$679K - $751K
|
20K
$745K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-23.8K- 32.51% |
$797K - $882K
|
49.3K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-24.4K- 11.2% |
$821K - $908K
|
194K
$7.23M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-25K- 23.46% |
$839K - $928K
|
81.6K
$3.04M
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-27.3K- 9.07% |
$916K - $1.01M
|
274K
$10.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-27.6K- 1.51% |
$928K - $1.03M
|
1.8M
$67.3M
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-28.6K- 6.13% |
$960K - $1.06M
|
438K
$16.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-32.2K- 1.24% |
$1.08M - $1.19M
|
2.56M
$95.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-33.7K- 21.06% |
$1.13M - $1.25M
|
126K
$4.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-41.8K- 68.94% |
$1.4M - $1.55M
|
18.8K
$703K
|
|
|
Nov 14, 2022
Q3 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-51.6K- 68.89% |
$1.73M - $1.92M
|
23.3K
$869K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-52.2K- 11.72% |
$1.75M - $1.94M
|
393K
$14.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-96.8K- 1.08% |
$3.25M - $3.59M
|
8.85M
$330M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-109K- 3.46% |
$3.66M - $4.05M
|
3.04M
$113M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-115K- 7.2% |
$3.86M - $4.27M
|
1.48M
$55.3M
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-129K- 46.54% |
$4.33M - $4.79M
|
148K
$5.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-149K- 12.43% |
$5.01M - $5.54M
|
1.05M
$39.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-215K- 3.16% |
$7.22M - $7.99M
|
6.61M
$246M
|
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-230K- 21.53% |
$7.72M - $8.54M
|
839K
$31.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-246K- 99.22% |
$8.26M - $9.14M
|
1.94K
$72.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-297K- 65.29% |
$9.98M - $11M
|
158K
$5.89M
|
|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-305K- 19.31% |
$10.2M - $11.3M
|
1.28M
$47.6M
|