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 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-247- 11.86% |
$8.27K - $8.79K
|
1.84K
$68.7K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-249- 1.55% |
$8.34K - $8.86K
|
15.8K
$590K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-266- 3.27% |
$8.91K - $9.47K
|
7.86K
$294K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-341- 62.45% |
$11.4K - $12.1K
|
205
$7.67K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-355- 18.2% |
$11.9K - $12.6K
|
1.6K
$59.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-367- 29.24% |
$12.3K - $13.1K
|
888
$33.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-410- 0.29% |
$13.7K - $14.6K
|
141K
$5.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-411- 4.36% |
$13.8K - $14.6K
|
9.02K
$337K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-419- 4.69% |
$14K - $14.9K
|
8.52K
$319K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-458- 6.36% |
$15.3K - $16.3K
|
6.74K
$252K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-482- 49.39% |
$16.1K - $17.2K
|
494
$18.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-589- 0.47% |
$19.7K - $21K
|
126K
$4.71M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-599- 1.68% |
$20.1K - $21.3K
|
35K
$1.31M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-647- 1.72% |
$21.7K - $23K
|
37.1K
$1.39M
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-659- 4.22% |
$22.1K - $23.5K
|
15K
$560K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-678- 1.35% |
$22.7K - $24.1K
|
49.4K
$1.85M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-724- 7.15% |
$24.2K - $25.8K
|
9.41K
$352K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-741- 10.5% |
$24.8K - $26.4K
|
6.32K
$236K
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-786- 5.45% |
$26.3K - $28K
|
13.6K
$511K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-825- 1.4% |
$27.6K - $29.4K
|
58.1K
$2.17M
|
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-849- 1.72% |
$28.4K - $30.2K
|
48.6K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-863- 96.64% |
$28.9K - $30.7K
|
30
$1.12K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-867- 6.38% |
$29K - $30.9K
|
12.7K
$476K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-907- 0.14% |
$30.4K - $32.3K
|
657K
$24.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.12K- 5.99% |
$37.4K - $39.8K
|
17.5K
$656K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.13K- 93.94% |
$37.9K - $40.3K
|
73
$2.73K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.19K- 17.14% |
$39.7K - $42.2K
|
5.74K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.36K- 6.78% |
$45.5K - $48.4K
|
18.7K
$699K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.37K- 10.06% |
$45.7K - $48.6K
|
12.2K
$457K
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.47K- 19.09% |
$49.3K - $52.4K
|
6.24K
$233K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.52K- 96.15% |
$51K - $54.2K
|
61
$2.28K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.66K- 44.32% |
$55.5K - $59K
|
2.08K
$77.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.7K- 8.79% |
$56.9K - $60.5K
|
17.7K
$660K
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.7K- 8.79% |
$56.9K - $60.5K
|
17.7K
$660K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.88K- 47.7% |
$63K - $66.9K
|
2.06K
$77.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.33K- 0.81% |
$78.1K - $83K
|
287K
$10.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.38K- 2.12% |
$79.8K - $84.8K
|
110K
$4.11M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.46K- 11.21% |
$82.2K - $87.4K
|
19.4K
$728K
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-2.59K- 24.2% |
$86.9K - $92.3K
|
8.12K
$304K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.81K- 10.4% |
$94.1K - $100K
|
24.2K
$905K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.85K- 13.32% |
$95.4K - $101K
|
18.5K
$694K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-2.92K- 20.64% |
$97.9K - $104K
|
11.2K
$420K
|
|
|
Jan 09, 2023
Q4 2022
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-3.25K- 67.99% |
$109K - $116K
|
1.53K
$57.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.49K- 4.34% |
$117K - $124K
|
77K
$2.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.54K- 51.08% |
$118K - $126K
|
3.39K
$127K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.84K- 1.48% |
$129K - $137K
|
256K
$9.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-4.01K- 12.32% |
$134K - $143K
|
28.5K
$1.07M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.28K- 6.64% |
$143K - $152K
|
60.2K
$2.25M
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-4.31K- 3.93% |
$144K - $153K
|
105K
$3.93M
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
SELL
|
- |
-4.44K- 43.55% |
$149K - $158K
|
5.76K
$215K
|