Purchases and Sales Made in Q3 2024 in Ishares Tr Broad Usd High Yiel (USHY)

USHY Quotes by TradingView

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 14, 2024 Q3 2024
Geneos Wealth Management Inc.

BUY
 -
2.49K
+ 93.92%
$89.6K - $93.6K
5.13K $192K
Nov 06, 2024 Q3 2024
Neumann Capital Management, LLC

BUY
 -
2.35K
+ 12.11%
$84.7K - $88.5K
21.8K $814K
Nov 06, 2024 Q3 2024
Atlanta Consulting Group Advisors, LLC

Atlanta, GA
BUY
 -
2.33K
+ 23.81%
$83.9K - $87.6K
12.1K $453K
Nov 07, 2024 Q3 2024
Beacon Capital Management, LLC

BUY
 -
2.17K
+ 53.22%
$78.3K - $81.8K
6.25K $234K
Oct 02, 2024 Q3 2024
Massmutual Trust CO Fsb

BUY
 -
2.04K
+ 606.53%
$73.7K - $77K
2.38K $89.1K
Oct 21, 2024 Q3 2024
Mattern Wealth Management LLC

BUY
 -
2K
+ 29.97%
$72.1K - $75.3K
8.67K $325K
Nov 12, 2024 Q3 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.99K
+ 29.01%
$71.7K - $74.8K
8.84K $331K
Nov 25, 2024 Q3 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
1.96K
New
$70.6K - $73.8K
1.96K $73.3K
Oct 29, 2024 Q3 2024
Leeward Financial Partners, LLC

BUY
 -
1.93K
+ 4.15%
$69.7K - $72.8K
48.4K $1.81M
Oct 16, 2024 Q3 2024
Heritage Family Offices, LLP

Scottsdale, AZ
BUY
 -
1.93K
+ 0.8%
$69.5K - $72.6K
243K $9.09M
Oct 08, 2024 Q3 2024
Unison Advisors LLC

BUY
 -
1.76K
+ 3.32%
$63.5K - $66.3K
54.8K $2.05M
Nov 12, 2024 Q3 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1.66K
New
$59.9K - $62.6K
1.66K $62.2K
Oct 17, 2024 Q3 2024
Norden Group LLC

Provo, UT
BUY
 -
1.61K
+ 16.64%
$57.9K - $60.5K
11.3K $421K
Nov 13, 2024 Q3 2024
Operose Advisors LLC

Milwaukee, WI
BUY
 -
1.61K
New
$57.9K - $60.5K
1.61K $60.1K
Nov 07, 2024 Q3 2024
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
1.54K
+ 9.25%
$55.5K - $58K
18.2K $680K
Oct 23, 2024 Q3 2024
New Wave Wealth Advisors LLC

Springdale, AR
BUY
 -
1.38K
+ 2.68%
$49.8K - $52K
52.9K $1.98M
Nov 01, 2024 Q3 2024
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
1.29K
New
$46.6K - $48.7K
1.29K $48.3K
Nov 14, 2024 Q3 2024
Alera Investment Advisors, LLC

BUY
 -
1.15K
+ 1.21%
$41.4K - $43.3K
96.1K $3.6M
Nov 05, 2024 Q3 2024
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
1.1K
+ 8.37%
$39.6K - $41.3K
14.2K $531K
Nov 13, 2024 Q3 2024
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
1.03K
+ 4.44%
$37.3K - $38.9K
24.3K $910K
Oct 09, 2024 Q3 2024
Pinnacle Bancorp, Inc.

BUY
 -
1K
+ 429.06%
$36.2K - $37.8K
1.24K $46.3K
Nov 08, 2024 Q3 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
991
+ 1126.14%
$35.7K - $37.3K
1.08K $40.4K
Nov 15, 2024 Q3 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
863
+ 11.45%
$31.1K - $32.5K
8.4K $314K
Oct 22, 2024 Q3 2024
Private Advisor Group, LLC

BUY
 -
861
+ 2.86%
$31K - $32.4K
30.9K $1.16M
Oct 18, 2024 Q3 2024
Avion Wealth

The Woodlands, TX
BUY
 -
857
+ 1477.59%
$30.9K - $32.3K
915 $34.2K
Oct 08, 2024 Q3 2024
Marquette Asset Management, LLC

BUY
 -
818
New
$29.5K - $30.8K
818 $30.6K
Nov 04, 2024 Q3 2024
Proffitt & Goodson Inc

BUY
 -
810
New
$29.2K - $30.5K
810 $30.3K
Nov 01, 2024 Q3 2024
Covestor LTD

Boston, MA
BUY
 -
800
+ 10.74%
$28.8K - $30.1K
8.25K $309K
Oct 24, 2024 Q3 2024
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
708
New
$25.5K - $26.7K
708 $26.5K
Nov 13, 2024 Q3 2024
Bank Of Montreal

Toronto, A6
BUY
 -
662
+ 4.78%
$23.9K - $24.9K
14.5K $542K
Oct 07, 2024 Q3 2024
Dynamic Advisor Solutions LLC

BUY
 -
622
+ 8.39%
$22.4K - $23.4K
8.04K $301K
Nov 14, 2024 Q3 2024
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
620
+ 0.59%
$22.4K - $23.3K
105K $3.94M
Oct 28, 2024 Q3 2024
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
613
New
$22.1K - $23.1K
613 $22.9K
Oct 21, 2024 Q3 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
603
+ 77.31%
$21.7K - $22.7K
1.38K $51.8K
Nov 07, 2024 Q3 2024
Cap Partners, LLC

Franklin, TN
BUY
 -
576
+ 2.7%
$20.8K - $21.7K
21.9K $819K
Nov 14, 2024 Q3 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
550
New
$19.8K - $20.7K
550 $20.6K
Nov 12, 2024 Q3 2024
Newbridge Financial Services Group, Inc.

BUY
 -
500
+ 50.0%
$18K - $18.8K
1.5K $56.1K
Nov 14, 2024 Q3 2024
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
495
+ 7.6%
$17.8K - $18.6K
7.01K $262K
Nov 13, 2024 Q3 2024
Btg Pactual Asset Management Us LLC

New York, NY
BUY
 -
484
+ 2.68%
$17.5K - $18.2K
18.6K $694K
Oct 31, 2024 Q3 2024
Defined Wealth Management, LLC

BUY
 -
442
+ 2.29%
$15.9K - $16.6K
19.7K $739K
Nov 12, 2024 Q3 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
401
+ 73.71%
$14.5K - $15.1K
945 $35.4K
Nov 14, 2024 Q3 2024
Ae Wealth Management LLC

BUY
 -
386
+ 3.47%
$13.9K - $14.5K
11.5K $430K
Nov 12, 2024 Q3 2024
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
370
New
$13.3K - $13.9K
370 $13.8K
Oct 16, 2024 Q3 2024
Global Retirement Partners, LLC

BUY
 -
359
+ 6.12%
$12.9K - $13.5K
6.22K $233K
Nov 14, 2024 Q3 2024
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
BUY
 -
356
+ 0.94%
$12.8K - $13.4K
38.1K $1.43M
Nov 13, 2024 Q3 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
351
+ 4.57%
$12.7K - $13.2K
8.03K $300K
Oct 21, 2024 Q3 2024
Foundations Investment Advisors, LLC

BUY
 -
337
+ 3.94%
$12.2K - $12.7K
8.88K $332K
Nov 06, 2024 Q3 2024
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
334
+ 4.48%
$12K - $12.6K
7.8K $292K
Nov 12, 2024 Q3 2024
L & S Advisors Inc

Los Angeles, CA
BUY
 -
332
+ 2.57%
$12K - $12.5K
13.2K $495K

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