Purchases and Sales Made in Q3 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.26M+ 38.16% |
$320M - $329M
|
33.5M
$1.24B
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
7.78M+ 349.37% |
$269M - $277M
|
10M
$369M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.41M+ 438.92% |
$187M - $192M
|
6.65M
$245M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.8MNew |
$96.9M - $99.6M
|
2.8M
$103M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.91MNew |
$66M - $67.9M
|
1.91M
$70.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.68M+ 6.94% |
$58M - $59.6M
|
25.8M
$952M
|
|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.19M+ 56.66% |
$41M - $42.2M
|
3.28M
$121M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
883K+ 149.36% |
$30.5M - $31.4M
|
1.47M
$54.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
863K+ 9131.12% |
$29.8M - $30.7M
|
872K
$32.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
623K+ 300.92% |
$21.5M - $22.2M
|
830K
$30.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
491K+ 4.19% |
$17M - $17.5M
|
12.2M
$450M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
462KNew |
$16M - $16.4M
|
462K
$17M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
396K+ 11.22% |
$13.7M - $14.1M
|
3.92M
$145M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
392K+ 62.53% |
$13.6M - $13.9M
|
1.02M
$37.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
386K+ 81.21% |
$13.4M - $13.7M
|
862K
$31.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
336K+ 50.33% |
$11.6M - $11.9M
|
1M
$36.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
320KNew |
$11.1M - $11.4M
|
320K
$11.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
301KNew |
$10.4M - $10.7M
|
301K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
301K+ 12.38% |
$10.4M - $10.7M
|
2.73M
$101M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
293K+ 82.56% |
$10.1M - $10.4M
|
647K
$23.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
283K+ 66.11% |
$9.78M - $10.1M
|
711K
$26.2M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
241K+ 222.84% |
$8.35M - $8.59M
|
350K
$12.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
234K+ 581.86% |
$8.08M - $8.31M
|
274K
$10.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
208K+ 192.8% |
$7.19M - $7.39M
|
316K
$11.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
200K+ 84.76% |
$6.93M - $7.12M
|
437K
$16.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
185K+ 12.36% |
$6.4M - $6.58M
|
1.68M
$62M
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
140K+ 107.55% |
$4.83M - $4.97M
|
270K
$9.93M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
139KNew |
$4.79M - $4.93M
|
139K
$5.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
124K+ 4.39% |
$4.3M - $4.42M
|
2.96M
$109M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
115K+ 135.89% |
$3.99M - $4.1M
|
200K
$7.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
113K+ 190.53% |
$3.91M - $4.03M
|
173K
$6.36M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
103K+ 5.36% |
$3.57M - $3.67M
|
2.03M
$74.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
101KNew |
$3.51M - $3.61M
|
101K
$3.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
92K+ 205.44% |
$3.18M - $3.27M
|
137K
$5.04M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
84.9K+ 48.58% |
$2.94M - $3.02M
|
260K
$9.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.5K+ 3.44% |
$2.89M - $2.97M
|
2.52M
$92.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
81K+ 8.93% |
$2.8M - $2.88M
|
988K
$36.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
80.7K+ 7.56% |
$2.79M - $2.87M
|
1.15M
$42.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
78.8KNew |
$2.72M - $2.8M
|
78.8K
$2.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
70.1K+ 68.48% |
$2.42M - $2.49M
|
172K
$6.35M
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
68.7KNew |
$2.38M - $2.44M
|
68.7K
$2.53M
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
67KNew |
$2.32M - $2.38M
|
67K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
64.8K+ 169.81% |
$2.24M - $2.3M
|
103K
$3.79M
|
|
|
Nov 14, 2023
Q3 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
63KNew |
$2.18M - $2.24M
|
63K
$2.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
60.8K+ 163.3% |
$2.1M - $2.16M
|
98K
$3.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
59.9K+ 3.38% |
$2.07M - $2.13M
|
1.83M
$67.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
56.1K+ 356.92% |
$1.94M - $2M
|
71.9K
$2.65M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
55.9KNew |
$1.93M - $1.99M
|
55.9K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
55.8K+ 8.82% |
$1.93M - $1.98M
|
688K
$25.4M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
55.8K+ 8.82% |
$1.93M - $1.98M
|
688K
$25.4M
|