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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.46K- 12.76% |
$149K - $159K
|
30.5K
$1.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.26K- 3.85% |
$176K - $187K
|
131K
$4.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.3K- 33.38% |
$177K - $189K
|
10.6K
$394K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.9K- 50.13% |
$198K - $210K
|
5.87K
$219K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.12K- 13.36% |
$205K - $218K
|
39.7K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.22K- 1.47% |
$208K - $221K
|
416K
$15.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-6.58K- 0.43% |
$220K - $234K
|
1.53M
$56.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-6.77K- 24.6% |
$227K - $241K
|
20.7K
$772K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-7.14K- 24.27% |
$239K - $254K
|
22.3K
$830K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.78K- 15.27% |
$261K - $277K
|
43.2K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-8K- 57.79% |
$268K - $285K
|
5.85K
$218K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-8.21K- 17.28% |
$275K - $292K
|
39.3K
$1.46M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.44K- 22.66% |
$283K - $300K
|
28.8K
$1.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.73K- 8.22% |
$292K - $311K
|
97.4K
$3.63M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.7K- 14.26% |
$360K - $383K
|
64.6K
$2.41M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.1K- 12.5% |
$404K - $429K
|
84.5K
$3.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.6K- 76.36% |
$423K - $449K
|
3.91K
$146K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-12.7KClosed |
$426K - $452K
|
0
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-14.4K- 53.53% |
$481K - $511K
|
12.5K
$464K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-15.6K- 6.39% |
$523K - $556K
|
229K
$8.52M
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-16.6K- 15.68% |
$557K - $592K
|
89.5K
$3.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-18.4K- 26.67% |
$616K - $654K
|
50.5K
$1.88M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.5K- 4.07% |
$653K - $694K
|
459K
$17.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.5K- 4.07% |
$653K - $694K
|
459K
$17.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-20.2K- 1.12% |
$676K - $719K
|
1.78M
$66.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-20.2K- 0.23% |
$678K - $721K
|
8.83M
$329M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-22.4K- 8.97% |
$751K - $799K
|
228K
$8.48M
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-23.3K- 68.63% |
$781K - $830K
|
10.7K
$397K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-24K- 40.23% |
$802K - $853K
|
35.6K
$1.33M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-34.8K- 25.2% |
$1.16M - $1.24M
|
103K
$3.84M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-44.4K- 54.36% |
$1.49M - $1.58M
|
37.2K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-46K- 44.28% |
$1.54M - $1.64M
|
57.9K
$2.16M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-61.4K- 78.03% |
$2.06M - $2.18M
|
17.3K
$644K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-65.9K- 16.78% |
$2.21M - $2.35M
|
327K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-67.3K- 83.81% |
$2.25M - $2.4M
|
13K
$484K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-88.1K- 39.11% |
$2.95M - $3.13M
|
137K
$5.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Ppm America Inc
Chicago, IL |
SELL
|
- |
-123K- 26.62% |
$4.1M - $4.36M
|
338K
$12.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-128K- 59.52% |
$4.29M - $4.56M
|
87.2K
$3.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-175K- 9.2% |
$5.86M - $6.23M
|
1.73M
$64.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-183K- 7.17% |
$6.14M - $6.53M
|
2.38M
$88.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-231K- 22.01% |
$7.75M - $8.23M
|
819K
$30.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-255K- 93.0% |
$8.52M - $9.06M
|
19.2K
$713K
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-273K- 32.53% |
$9.14M - $9.71M
|
566K
$21.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-311K- 61.48% |
$10.4M - $11.1M
|
195K
$7.25M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-312K- 10.25% |
$10.4M - $11.1M
|
2.73M
$102M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-366K- 28.07% |
$12.3M - $13M
|
939K
$35M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-380K- 97.86% |
$12.7M - $13.5M
|
8.31K
$310K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-403K- 6.11% |
$13.5M - $14.4M
|
6.2M
$231M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-415K- 94.87% |
$13.9M - $14.8M
|
22.5K
$836K
|
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-600K- 7.79% |
$20.1M - $21.4M
|
7.11M
$265M
|