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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
55.2K+ 3.74% |
$1.91M - $1.96M
|
1.53M
$56.5M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
53.3KNew |
$1.84M - $1.9M
|
53.3K
$1.96M
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
51.2K+ 19.24% |
$1.77M - $1.82M
|
317K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
47.5KNew |
$1.64M - $1.69M
|
47.5K
$1.75M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
44.5K+ 23.36% |
$1.54M - $1.58M
|
235K
$8.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
43.2KNew |
$1.5M - $1.54M
|
43.2K
$1.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
40.1K+ 17.78% |
$1.39M - $1.43M
|
266K
$9.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
38.7K+ 183.57% |
$1.34M - $1.38M
|
59.8K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
38.6K+ 20.45% |
$1.34M - $1.37M
|
228K
$8.39M
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
BUY
|
- |
38.4K+ 19.6% |
$1.33M - $1.36M
|
234K
$8.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
38.2K+ 39.02% |
$1.32M - $1.36M
|
136K
$5.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
34.1K+ 180.45% |
$1.18M - $1.21M
|
53.1K
$1.96M
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
33.6K+ 2.72% |
$1.16M - $1.19M
|
1.27M
$46.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
31.5K+ 8.49% |
$1.09M - $1.12M
|
403K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
31.2KNew |
$1.08M - $1.11M
|
31.2K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
30.8K+ 14.41% |
$1.07M - $1.1M
|
245K
$9.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
28.8K+ 40.54% |
$994K - $1.02M
|
99.7K
$3.67M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
27.4K+ 3.21% |
$948K - $975K
|
881K
$32.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
26.6K+ 14.55% |
$918K - $945K
|
209K
$7.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
26.6K+ 1.7% |
$918K - $944K
|
1.58M
$58.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
23.6K+ 24.43% |
$816K - $839K
|
120K
$4.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.5K+ 22.14% |
$811K - $834K
|
129K
$4.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.2K+ 7.18% |
$767K - $789K
|
331K
$12.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
21.9K+ 26.7% |
$756K - $778K
|
104K
$3.82M
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
20.5K+ 201.11% |
$711K - $731K
|
30.8K
$1.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
19.6K+ 71.48% |
$676K - $695K
|
46.9K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
19.4KNew |
$672K - $691K
|
19.4K
$717K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18.4KNew |
$636K - $654K
|
18.4K
$678K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
18K+ 98.41% |
$624K - $641K
|
36.4K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
16.8K+ 1.07% |
$580K - $596K
|
1.58M
$58.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
16.2KNew |
$560K - $575K
|
16.2K
$596K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
14.6K+ 1.1% |
$506K - $520K
|
1.35M
$49.7M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.1K+ 8.88% |
$487K - $501K
|
173K
$6.37M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
14KNew |
$483K - $497K
|
14K
$515K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.8KNew |
$479K - $492K
|
13.8K
$510K
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
13.6K+ 151.91% |
$471K - $484K
|
22.6K
$832K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
13.5K+ 128.42% |
$468K - $481K
|
24K
$886K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.2KNew |
$455K - $468K
|
13.2K
$485K
|
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
13.1K+ 11.41% |
$453K - $466K
|
128K
$4.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
12.9K+ 3.14% |
$448K - $460K
|
425K
$15.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
12.4K+ 197.97% |
$428K - $440K
|
18.6K
$686K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11.7K+ 12.49% |
$405K - $417K
|
106K
$3.89M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
11.5K+ 19.01% |
$398K - $409K
|
72K
$2.65M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.3K+ 58.21% |
$391K - $402K
|
30.7K
$1.13M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.3K+ 59.25% |
$390K - $402K
|
30.3K
$1.12M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
11K+ 40.44% |
$380K - $391K
|
38.2K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.9K+ 65.47% |
$376K - $387K
|
27.5K
$1.01M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
10.8KNew |
$373K - $384K
|
10.8K
$398K
|
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
10.6K+ 4.7% |
$367K - $377K
|
236K
$8.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.2KNew |
$353K - $363K
|
10.2K
$376K
|