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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-32.8K- 16.24% |
$1.18M - $1.24M
|
169K
$6.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-36.7K- 26.25% |
$1.32M - $1.38M
|
103K
$3.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-36.9K- 17.96% |
$1.33M - $1.39M
|
169K
$6.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-44K- 1.29% |
$1.59M - $1.66M
|
3.36M
$126M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-44.2K- 38.39% |
$1.59M - $1.67M
|
70.9K
$2.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-44.9K- 42.6% |
$1.62M - $1.69M
|
60.6K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-46.8K- 89.36% |
$1.69M - $1.76M
|
5.57K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-52.4K- 22.76% |
$1.89M - $1.97M
|
178K
$6.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-52.8K- 24.09% |
$1.9M - $1.99M
|
166K
$6.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-56.1K- 7.22% |
$2.02M - $2.11M
|
722K
$27M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-58.2K- 68.85% |
$2.1M - $2.19M
|
26.3K
$986K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-79.7K- 24.39% |
$2.87M - $3M
|
247K
$9.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-79.9K- 21.97% |
$2.88M - $3.01M
|
284K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-82.2K- 60.46% |
$2.96M - $3.09M
|
53.7K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-97.2K- 48.75% |
$3.5M - $3.66M
|
102K
$3.82M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-101K- 52.33% |
$3.66M - $3.82M
|
92.4K
$3.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-121K- 68.34% |
$4.37M - $4.57M
|
56.2K
$2.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-126K- 95.45% |
$4.56M - $4.76M
|
6.03K
$226K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-131K- 33.45% |
$4.74M - $4.95M
|
261K
$9.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-136K- 78.0% |
$4.91M - $5.13M
|
38.4K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-146K- 6.17% |
$5.27M - $5.5M
|
2.22M
$83.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-283K- 62.21% |
$10.2M - $10.7M
|
172K
$6.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-498K- 75.14% |
$17.9M - $18.7M
|
165K
$6.16M
|
|
|
Oct 15, 2024
Q3 2024
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
SELL
|
- |
-734K- 93.8% |
$26.5M - $27.6M
|
48.6K
$1.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-948K- 93.65% |
$34.2M - $35.7M
|
64.3K
$2.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-1.45M- 40.71% |
$52.3M - $54.6M
|
2.11M
$79M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.57M- 30.51% |
$56.7M - $59.2M
|
3.58M
$134M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.4M- 66.73% |
$86.6M - $90.5M
|
1.2M
$44.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.86M- 95.26% |
$103M - $108M
|
143K
$5.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-12.9M- 73.29% |
$464M - $485M
|
4.69M
$176M
|