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 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-45- 0.42% |
$1.62K - $1.69K
|
10.8K
$403K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-72- 97.3% |
$2.6K - $2.71K
|
2
$74.8
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-73- 16.44% |
$2.63K - $2.75K
|
371
$13.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-111- 6.52% |
$4K - $4.18K
|
1.59K
$59.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-116- 67.44% |
$4.18K - $4.37K
|
56
$2.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-132- 5.33% |
$4.76K - $4.97K
|
2.35K
$87.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-138- 94.52% |
$4.98K - $5.2K
|
8
$299
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-143- 0.1% |
$5.16K - $5.39K
|
138K
$5.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-147- 1.6% |
$5.3K - $5.54K
|
9.05K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-163- 1.23% |
$5.88K - $6.14K
|
13.1K
$490K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-176- 0.93% |
$6.35K - $6.63K
|
18.8K
$702K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-195- 5.95% |
$7.03K - $7.34K
|
3.08K
$115K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-196- 2.97% |
$7.07K - $7.38K
|
6.41K
$240K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-211- 23.92% |
$7.61K - $7.95K
|
671
$25.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-216- 1.59% |
$7.79K - $8.13K
|
13.4K
$501K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-221- 93.64% |
$7.97K - $8.32K
|
15
$561
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-228- 3.96% |
$8.22K - $8.59K
|
5.54K
$207K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-287- 43.62% |
$10.3K - $10.8K
|
371
$13.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-300- 2.04% |
$10.8K - $11.3K
|
14.4K
$539K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-301- 1.38% |
$10.9K - $11.3K
|
21.5K
$803K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-301- 4.15% |
$10.9K - $11.3K
|
6.95K
$260K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
SELL
|
- |
-329- 3.97% |
$11.9K - $12.4K
|
7.95K
$297K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-372- 7.22% |
$13.4K - $14K
|
4.78K
$179K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-385- 9.73% |
$13.9K - $14.5K
|
3.57K
$134K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-388- 2.18% |
$14K - $14.6K
|
17.4K
$651K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-460- 72.44% |
$16.6K - $17.3K
|
175
$6.55K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-496- 2.37% |
$17.9K - $18.7K
|
20.4K
$765K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-543- 3.14% |
$19.6K - $20.4K
|
16.7K
$626K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-570- 2.06% |
$20.6K - $21.5K
|
27.2K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-585- 9.81% |
$21.1K - $22K
|
5.38K
$201K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-641- 45.43% |
$23.1K - $24.1K
|
770
$28.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-686- 9.0% |
$24.7K - $25.8K
|
6.94K
$260K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-754- 5.78% |
$27.2K - $28.4K
|
12.3K
$460K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-763Closed |
$27.5K - $28.7K
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-815- 6.1% |
$29.4K - $30.7K
|
12.6K
$470K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-815- 6.1% |
$29.4K - $30.7K
|
12.6K
$470K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-857- 5.87% |
$30.9K - $32.3K
|
13.7K
$514K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-882- 10.43% |
$31.8K - $33.2K
|
7.58K
$284K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-911- 3.27% |
$32.9K - $34.3K
|
27K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-935- 4.77% |
$33.7K - $35.2K
|
18.7K
$699K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-939- 0.49% |
$33.9K - $35.4K
|
189K
$7.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.06K- 4.71% |
$38.2K - $39.9K
|
21.4K
$802K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.08K- 0.91% |
$38.8K - $40.5K
|
117K
$4.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.14K- 16.88% |
$41.2K - $43K
|
5.62K
$210K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.31K- 9.24% |
$47.4K - $49.5K
|
12.9K
$483K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.33K- 16.18% |
$47.8K - $49.9K
|
6.87K
$257K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.33K- 3.77% |
$48.1K - $50.2K
|
34K
$1.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.41K- 10.24% |
$50.7K - $53K
|
12.3K
$462K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.51K- 6.28% |
$54.5K - $56.9K
|
22.5K
$843K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.55K- 2.27% |
$55.7K - $58.2K
|
66.6K
$2.49M
|