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 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
10K+ 14.28% |
$347K - $357K
|
80.3K
$2.96M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.79KNew |
$338K - $348K
|
9.79K
$361K
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
9.6K+ 84.46% |
$332K - $341K
|
21K
$774K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.37K+ 24.23% |
$324K - $333K
|
48K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.29K+ 1.11% |
$321K - $330K
|
846K
$31.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.84KNew |
$306K - $314K
|
8.84K
$326K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
8.78K+ 4.3% |
$304K - $312K
|
213K
$7.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
8.75K+ 2.35% |
$302K - $311K
|
381K
$14.1M
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
8.67K+ 134.81% |
$300K - $308K
|
15.1K
$557K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
8.64KNew |
$299K - $307K
|
8.64K
$319K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.56KNew |
$296K - $305K
|
8.56K
$316K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
8.39KNew |
$290K - $298K
|
8.39K
$310K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
7.95K+ 21.29% |
$275K - $283K
|
45.3K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
7.9K+ 5.24% |
$273K - $281K
|
159K
$5.85M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.75K+ 20.0% |
$268K - $275K
|
46.5K
$1.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7.49KNew |
$259K - $266K
|
7.49K
$276K
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.07KNew |
$245K - $252K
|
7.07K
$261K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.92KNew |
$239K - $246K
|
6.92K
$256K
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
6.63KNew |
$229K - $236K
|
6.63K
$245K
|
|
|
Oct 17, 2023
Q3 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
6.51K+ 3.76% |
$225K - $232K
|
180K
$6.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.42KNew |
$222K - $228K
|
6.42K
$237K
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
6.35KNew |
$220K - $226K
|
6.35K
$234K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.33KNew |
$219K - $225K
|
6.33K
$234K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.86K+ 9.36% |
$203K - $208K
|
68.5K
$2.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.85K+ 4.06% |
$202K - $208K
|
150K
$5.53M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.83KNew |
$202K - $207K
|
5.83K
$215K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.81K+ 62.8% |
$201K - $207K
|
15.1K
$556K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
5.78K+ 3.15% |
$200K - $206K
|
189K
$6.98M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5.73K+ 2.27% |
$198K - $204K
|
258K
$9.52M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.53KNew |
$191K - $197K
|
5.53K
$204K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.87K+ 42.32% |
$168K - $173K
|
16.4K
$605K
|
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
4.65K+ 12.77% |
$161K - $165K
|
41.1K
$1.52M
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
4.5K+ 4.0% |
$156K - $160K
|
117K
$4.32M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.39K+ 38.92% |
$152K - $156K
|
15.7K
$578K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.24K+ 8.26% |
$147K - $151K
|
55.6K
$2.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.2K+ 173.28% |
$145K - $149K
|
6.62K
$244K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.1K+ 7.23% |
$142K - $146K
|
60.9K
$2.25M
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
3.88K+ 3.49% |
$134K - $138K
|
115K
$4.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
BUY
|
- |
3.83K+ 24.06% |
$132K - $136K
|
19.7K
$729K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.82KNew |
$132K - $136K
|
3.82K
$141K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.82K+ 45.4% |
$132K - $136K
|
12.2K
$452K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.58K+ 59.01% |
$124K - $127K
|
9.65K
$356K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.58K+ 28.56% |
$124K - $127K
|
16.1K
$595K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.33K+ 11.96% |
$115K - $118K
|
31.2K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.2K+ 2.92% |
$111K - $114K
|
113K
$4.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.11K+ 33.28% |
$108K - $111K
|
12.5K
$460K
|
|
|
Oct 31, 2023
Q3 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
3.03K+ 9.9% |
$105K - $108K
|
33.6K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.01K+ 16.73% |
$104K - $107K
|
21K
$775K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.97K+ 38.9% |
$103K - $106K
|
10.6K
$391K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.88K+ 33.71% |
$99.7K - $102K
|
11.4K
$422K
|