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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
9.74KNew |
$326K - $347K
|
9.74K
$362K
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
9.64KNew |
$323K - $343K
|
9.64K
$358K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.52KNew |
$319K - $339K
|
9.52K
$354K
|
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
9.4KNew |
$315K - $335K
|
9.4K
$349K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
8.22K+ 5.55% |
$275K - $292K
|
156K
$5.81M
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
8.04K+ 42.3% |
$269K - $286K
|
27K
$1M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7.65K+ 47.21% |
$256K - $272K
|
23.9K
$886K
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
BUY
|
- |
7.45KNew |
$250K - $265K
|
7.45K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
7.43K+ 3.83% |
$249K - $265K
|
201K
$7.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.06KNew |
$236K - $251K
|
7.06K
$262K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.85K+ 92.33% |
$229K - $244K
|
14.3K
$530K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
6.65K+ 6.82% |
$223K - $237K
|
104K
$3.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.61KNew |
$221K - $235K
|
6.61K
$246K
|
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
6.55K+ 46.51% |
$219K - $233K
|
20.6K
$766K
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.47KNew |
$217K - $230K
|
6.47K
$240K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
6.25K+ 37.22% |
$209K - $222K
|
23K
$856K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
6.06KNew |
$203K - $216K
|
6.06K
$225K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.87KNew |
$197K - $209K
|
5.87K
$218K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.77K+ 28.39% |
$193K - $205K
|
26.1K
$970K
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.52K+ 34.32% |
$185K - $196K
|
21.6K
$802K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.34K+ 68.11% |
$179K - $190K
|
13.2K
$490K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5K+ 19.23% |
$167K - $178K
|
31K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.32K+ 5.66% |
$145K - $154K
|
80.8K
$3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4.26KNew |
$143K - $152K
|
4.26K
$158K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.11K+ 57.61% |
$138K - $146K
|
11.2K
$417K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4.07KNew |
$136K - $145K
|
4.07K
$151K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.01KNew |
$134K - $143K
|
4.01K
$149K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.84KNew |
$129K - $137K
|
3.84K
$143K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
3.73K+ 6.17% |
$125K - $133K
|
64.2K
$2.38M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.68K+ 5.77% |
$123K - $131K
|
67.5K
$2.51M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.66K+ 17.08% |
$123K - $130K
|
25.1K
$933K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.65KNew |
$122K - $130K
|
3.65K
$136K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.6K+ 186.63% |
$121K - $128K
|
5.53K
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.54KNew |
$119K - $126K
|
3.54K
$132K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.32KNew |
$111K - $118K
|
3.32K
$123K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
3.25K+ 1.5% |
$109K - $116K
|
220K
$8.16M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.09K+ 13.46% |
$104K - $110K
|
26.1K
$968K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.04KNew |
$102K - $108K
|
3.04K
$113K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.9KNew |
$97.2K - $103K
|
2.9K
$108K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.84K+ 19.81% |
$95.2K - $101K
|
17.2K
$639K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.81K+ 517.53% |
$93.9K - $99.8K
|
3.35K
$124K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.75K+ 585.11% |
$92.1K - $97.9K
|
3.22K
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.58K+ 31.06% |
$86.3K - $91.7K
|
10.9K
$404K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.51KNew |
$84.1K - $89.3K
|
2.51K
$93.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
2.48K+ 6.04% |
$83K - $88.2K
|
43.5K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.37K+ 1.69% |
$79.3K - $84.3K
|
143K
$5.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.37K+ 33.28% |
$79.2K - $84.2K
|
9.48K
$352K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.34K+ 15.0% |
$78.4K - $83.3K
|
17.9K
$667K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.32K+ 33.79% |
$77.6K - $82.5K
|
9.18K
$341K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.19K+ 10.59% |
$73.4K - $78K
|
22.9K
$851K
|