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 06, 2023
Q3 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
375+ 0.22% |
$13K - $13.3K
|
173K
$6.39M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
343+ 32.6% |
$11.9K - $12.2K
|
1.4K
$51.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
299+ 4.92% |
$10.3K - $10.6K
|
6.38K
$235K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
297New |
$10.3K - $10.6K
|
297
$10.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
277New |
$9.58K - $9.85K
|
277
$10.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
265+ 1.65% |
$9.16K - $9.42K
|
16.3K
$601K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
253New |
$8.75K - $9K
|
253
$9.33K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
245+ 11.26% |
$8.47K - $8.71K
|
2.42K
$89.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
239+ 0.09% |
$8.26K - $8.5K
|
278K
$10.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
234New |
$8.09K - $8.32K
|
234
$8.63K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
214New |
$7.4K - $7.61K
|
214
$7.89K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
147+ 1.45% |
$5.08K - $5.23K
|
10.3K
$380K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
129+ 1.9% |
$4.46K - $4.59K
|
6.93K
$256K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
116New |
$4.01K - $4.12K
|
116
$4.28K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
110New |
$3.8K - $3.91K
|
110
$4.05K
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
102+ 1.71% |
$3.53K - $3.63K
|
6.06K
$223K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
100New |
$3.46K - $3.56K
|
100
$3.69K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
86New |
$2.97K - $3.06K
|
86
$3.17K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
81New |
$2.8K - $2.88K
|
81
$2.99K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
76+ 1.15% |
$2.63K - $2.7K
|
6.71K
$247K
|
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
67+ 0.81% |
$2.32K - $2.38K
|
8.3K
$306K
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
59+ 0.02% |
$2.04K - $2.1K
|
238K
$8.76M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
58+ 11.33% |
$2.01K - $2.06K
|
570
$21K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
53New |
$1.83K - $1.88K
|
53
$1.95K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
37New |
$1.28K - $1.32K
|
37
$1.36K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
35+ 0.6% |
$1.21K - $1.24K
|
5.87K
$216K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
34New |
$1.18K - $1.21K
|
34
$1.25K
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
28+ 0.04% |
$968 - $996
|
65.4K
$2.41M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25+ 0.38% |
$865 - $889
|
6.64K
$245K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
23+ 1.47% |
$795 - $818
|
1.59K
$58.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
23+ 1.73% |
$795 - $818
|
1.35K
$49.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
15New |
$519 - $533
|
15
$553
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Solution Inc.
|
BUY
|
- |
6+ 0.06% |
$207 - $213
|
9.35K
$345K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
6New |
$207 - $213
|
6
$221
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4+ 1.53% |
$138 - $142
|
265
$9.77K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2New |
$69.2 - $71.1
|
2
$73.7
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 1.24% |
$69.2 - $71.1
|
163
$6.01K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1New |
$34.6 - $35.6
|
1
$36.9
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1+ 1.82% |
$34.6 - $35.6
|
56
$2.06K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.05% |
$34.6 - $35.6
|
1.9K
$70.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-3- 0.02% |
$104 - $107
|
19.6K
$724K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-4- 0.22% |
$138 - $142
|
1.78K
$65.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4- 57.14% |
$138 - $142
|
3
$111
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-5- 0.15% |
$173 - $178
|
3.37K
$124K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-11- 9.09% |
$380 - $391
|
110
$4.05K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-22- 36.07% |
$761 - $782
|
39
$1.44K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-37- 97.37% |
$1.28K - $1.32K
|
1
$36.9
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-70- 2.0% |
$2.42K - $2.49K
|
3.44K
$127K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-81- 4.22% |
$2.8K - $2.88K
|
1.84K
$67.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-82- 7.58% |
$2.84K - $2.92K
|
1K
$36.9K
|