Purchases and Sales Made in Q4 2023 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 2023. 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 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
19.7M+ 458.69% |
$666M - $721M
|
24M
$898M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.6M+ 22803.33% |
$528M - $572M
|
15.7M
$587M
|
|
|
Jan 26, 2024
Q4 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
5.11MNew |
$173M - $187M
|
5.11M
$191M
|
|
|
Jan 17, 2024
Q4 2023
|
Toews Corp
|
BUY
|
- |
3.14MNew |
$106M - $115M
|
3.14M
$117M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.71M+ 8.07% |
$91.5M - $99.1M
|
36.3M
$1.36B
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.94M+ 127.72% |
$65.6M - $71M
|
3.46M
$129M
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.73M+ 52.84% |
$58.5M - $63.4M
|
5.01M
$187M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.49M+ 5.75% |
$50.2M - $54.3M
|
27.3M
$1.02B
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.48MNew |
$50M - $54.2M
|
1.48M
$55.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.4M+ 88.22% |
$47.2M - $51.1M
|
2.98M
$112M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.38M+ 50.51% |
$46.6M - $50.5M
|
4.11M
$154M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.3M+ 60.26% |
$44M - $47.6M
|
3.46M
$129M
|
|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
1.16MNew |
$39.3M - $42.5M
|
1.16M
$43.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1M+ 10.01% |
$33.8M - $36.6M
|
11M
$412M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
825K+ 29.46% |
$27.9M - $30.2M
|
3.63M
$136M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
772K+ 19.69% |
$26.1M - $28.3M
|
4.7M
$176M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
747K+ 1401.05% |
$25.2M - $27.3M
|
800K
$29.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
713K+ 71.1% |
$24.1M - $26.1M
|
1.72M
$64.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
701K+ 8575.77% |
$23.7M - $25.7M
|
710K
$26.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
645K+ 76.19% |
$21.8M - $23.6M
|
1.49M
$55.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
604K+ 70.08% |
$20.4M - $22.1M
|
1.47M
$54.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
600K+ 18.57% |
$20.3M - $22M
|
3.83M
$143M
|
|
|
Feb 14, 2024
Q4 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
584KNew |
$19.7M - $21.4M
|
584K
$21.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
576KNew |
$19.4M - $21.1M
|
576K
$21.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
575K+ 22.86% |
$19.4M - $21M
|
3.09M
$116M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
552KNew |
$18.7M - $20.2M
|
552K
$20.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
535K+ 1759.1% |
$18.1M - $19.6M
|
565K
$21.1M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
528K+ 27.67% |
$17.9M - $19.3M
|
2.44M
$91.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
483KNew |
$16.3M - $17.7M
|
483K
$18.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
477K+ 318.71% |
$16.1M - $17.5M
|
627K
$23.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
458K+ 197.56% |
$15.5M - $16.8M
|
691K
$25.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
436KNew |
$14.7M - $16M
|
436K
$16.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
298K+ 108.24% |
$10.1M - $10.9M
|
573K
$21.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
279K+ 268.96% |
$9.44M - $10.2M
|
383K
$14.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
269K+ 2.2% |
$9.09M - $9.84M
|
12.5M
$467M
|
|
|
Jan 17, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
259KNew |
$8.74M - $9.46M
|
259K
$9.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
181K+ 29.9% |
$6.11M - $6.61M
|
785K
$29.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
175K+ 23.11% |
$5.91M - $6.41M
|
933K
$34.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
174K+ 45.74% |
$5.88M - $6.37M
|
555K
$20.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
174K+ 23.14% |
$5.88M - $6.36M
|
925K
$34.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
165KNew |
$5.58M - $6.04M
|
165K
$6.17M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
164KNew |
$5.53M - $5.99M
|
164K
$6.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
142KNew |
$4.8M - $5.2M
|
142K
$5.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
141K+ 389.74% |
$4.78M - $5.17M
|
178K
$6.65M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
119K+ 12.07% |
$4.03M - $4.36M
|
1.11M
$41.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
117KNew |
$3.96M - $4.28M
|
117K
$4.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
107K+ 3.62% |
$3.62M - $3.92M
|
3.07M
$115M
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
103KNew |
$3.48M - $3.77M
|
103K
$3.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
90.2K+ 191.48% |
$3.05M - $3.3M
|
137K
$5.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
75.3KNew |
$2.54M - $2.75M
|
75.3K
$2.81M
|