Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 29, 2023
Q4 2022
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
60.9KNew |
$2.04M - $2.17M
|
60.9K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58.7K+ 142.85% |
$1.97M - $2.09M
|
99.8K
$3.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
58K+ 92.84% |
$1.94M - $2.06M
|
120K
$4.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
57.9K+ 108.88% |
$1.94M - $2.06M
|
111K
$4.16M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
57.6KNew |
$1.93M - $2.05M
|
57.6K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.8K+ 4.95% |
$1.9M - $2.02M
|
1.2M
$45.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
49.9KNew |
$1.67M - $1.78M
|
49.9K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
48.5K+ 20.92% |
$1.62M - $1.73M
|
280K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47.5KNew |
$1.59M - $1.69M
|
47.5K
$1.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
47.3K+ 116.89% |
$1.58M - $1.68M
|
87.7K
$3.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
45.5K+ 112.86% |
$1.52M - $1.62M
|
85.8K
$3.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
43.3K+ 0.19% |
$1.45M - $1.54M
|
23.2M
$869M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
40.9KNew |
$1.37M - $1.45M
|
40.9K
$1.53M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
37.2K+ 108.69% |
$1.24M - $1.32M
|
71.3K
$2.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
35.4KNew |
$1.18M - $1.26M
|
35.4K
$1.32M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34.6K+ 2.1% |
$1.16M - $1.23M
|
1.68M
$62.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
33.6K+ 101.54% |
$1.12M - $1.19M
|
66.6K
$2.49M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
33.3KNew |
$1.11M - $1.18M
|
33.3K
$1.25M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
32.8K+ 25.27% |
$1.1M - $1.17M
|
163K
$6.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
32.3K+ 38.34% |
$1.08M - $1.15M
|
116K
$4.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
32K+ 37.83% |
$1.07M - $1.14M
|
117K
$4.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
29.9KNew |
$1M - $1.06M
|
29.9K
$1.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
28.5K+ 1.82% |
$953K - $1.01M
|
1.59M
$59.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
28.4KNew |
$952K - $1.01M
|
28.4K
$1.06M
|
|
|
Feb 02, 2023
Q4 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
27.3KNew |
$914K - $972K
|
27.3K
$1.02M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
23.9KNew |
$799K - $849K
|
23.9K
$893K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
23.8K+ 57.36% |
$797K - $847K
|
65.3K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
21KNew |
$703K - $747K
|
21K
$786K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
20.9K+ 170.62% |
$700K - $744K
|
33.2K
$1.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
20.5K+ 3.42% |
$687K - $730K
|
620K
$23.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
20.2K+ 6.88% |
$678K - $721K
|
315K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
20K+ 246.25% |
$671K - $713K
|
28.2K
$1.05M
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
17.8KNew |
$595K - $632K
|
17.8K
$664K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
17.3K+ 151.68% |
$580K - $617K
|
28.8K
$1.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
16.9K+ 145.2% |
$565K - $601K
|
28.5K
$1.07M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
16.5K+ 64.44% |
$554K - $589K
|
42.2K
$1.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
15.8K+ 5.19% |
$528K - $561K
|
319K
$12M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
15K+ 52.14% |
$502K - $534K
|
43.7K
$1.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
15KNew |
$501K - $532K
|
15K
$560K
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
14.9KNew |
$498K - $529K
|
14.9K
$557K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
14.8K+ 3.86% |
$495K - $526K
|
398K
$14.9M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.7K+ 84.74% |
$491K - $522K
|
32K
$1.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
13.6K+ 38.13% |
$457K - $486K
|
49.4K
$1.85M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
13.5KNew |
$450K - $479K
|
13.5K
$503K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.7K+ 13.23% |
$427K - $453K
|
109K
$4.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
11.7K+ 34.01% |
$392K - $417K
|
46.1K
$1.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.6K+ 10.17% |
$388K - $412K
|
125K
$4.69M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
11.5KNew |
$384K - $408K
|
11.5K
$429K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.4K+ 48.55% |
$380K - $404K
|
34.8K
$1.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
11.3K+ 18.06% |
$379K - $402K
|
73.9K
$2.77M
|