Purchases and Sales Made in Q3 2024 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 2024. 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, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
84.1K+ 105.02% |
$3.03M - $3.17M
|
164K
$6.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
78KNew |
$2.81M - $2.94M
|
78K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
77.2K+ 151.69% |
$2.78M - $2.91M
|
128K
$4.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
74.9K+ 39.7% |
$2.7M - $2.82M
|
264K
$9.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
72.1K+ 93.04% |
$2.6M - $2.72M
|
150K
$5.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
71.7K+ 805.41% |
$2.59M - $2.7M
|
80.6K
$3M
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
67.3K+ 17.85% |
$2.43M - $2.54M
|
444K
$16.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
64.1KNew |
$2.31M - $2.41M
|
64.1K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
54.1K+ 723.85% |
$1.95M - $2.04M
|
61.5K
$2.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
52.9KNew |
$1.91M - $1.99M
|
52.9K
$1.97M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
52.3K+ 178.56% |
$1.89M - $1.97M
|
81.6K
$3.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
48.5K+ 4.1% |
$1.75M - $1.83M
|
1.23M
$45.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
48.3KNew |
$1.74M - $1.82M
|
48.3K
$1.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46.6K+ 37.26% |
$1.68M - $1.75M
|
172K
$6.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
44.7K+ 77.44% |
$1.61M - $1.68M
|
102K
$3.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
41.6KNew |
$1.5M - $1.57M
|
41.6K
$1.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
41K+ 2.62% |
$1.48M - $1.55M
|
1.61M
$59.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
38.7K+ 2.25% |
$1.39M - $1.46M
|
1.75M
$65.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
37.7K+ 4.0% |
$1.36M - $1.42M
|
980K
$36.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.1K+ 6.06% |
$1.3M - $1.36M
|
633K
$23.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
35.7K+ 38.66% |
$1.29M - $1.35M
|
128K
$4.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
35.7KNew |
$1.29M - $1.34M
|
35.7K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
35.2K+ 65.97% |
$1.27M - $1.33M
|
88.6K
$3.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
33.7KNew |
$1.21M - $1.27M
|
33.7K
$1.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
33.5K+ 30.38% |
$1.21M - $1.26M
|
144K
$5.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.3K+ 6.86% |
$1.2M - $1.26M
|
519K
$19.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
32.5KNew |
$1.17M - $1.22M
|
32.5K
$1.21M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
32.2K+ 18.61% |
$1.16M - $1.21M
|
205K
$7.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
31.4K+ 196.9% |
$1.13M - $1.18M
|
47.3K
$1.76M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
29.7K+ 833.51% |
$1.07M - $1.12M
|
33.2K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
28.8KNew |
$1.04M - $1.09M
|
28.8K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
27.4K+ 104.68% |
$988K - $1.03M
|
53.6K
$1.99M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
26.4KNew |
$954K - $996K
|
26.4K
$985K
|
|
|
Nov 13, 2024
Q3 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
26.3KNew |
$948K - $990K
|
26.3K
$979K
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
26.1KNew |
$942K - $984K
|
26.1K
$973K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
24.9KNew |
$899K - $939K
|
24.9K
$928K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.4K+ 2.77% |
$878K - $917K
|
905K
$33.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
24K+ 150.08% |
$866K - $904K
|
40K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
23.2K+ 68.36% |
$837K - $874K
|
57.2K
$2.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
23.2K+ 6.54% |
$835K - $872K
|
377K
$14M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.3K+ 82.53% |
$769K - $803K
|
47.2K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.9K+ 201.44% |
$753K - $786K
|
31.2K
$1.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
20K+ 2.26% |
$722K - $754K
|
904K
$33.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
BUY
|
- |
19.8K+ 14.83% |
$715K - $746K
|
153K
$5.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
18.8K+ 6.2% |
$676K - $706K
|
321K
$12M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
18.6K+ 13.19% |
$671K - $701K
|
160K
$5.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.1K+ 4.31% |
$653K - $682K
|
438K
$16.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
17K+ 36.13% |
$612K - $640K
|
64K
$2.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
16.9K+ 28.74% |
$609K - $636K
|
75.6K
$2.82M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
16.8KNew |
$606K - $633K
|
16.8K
$626K
|