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 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
70K+ 145.74% |
$2.36M - $2.56M
|
118K
$4.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
62.7K+ 31.34% |
$2.12M - $2.3M
|
263K
$9.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
61.6K+ 8.67% |
$2.08M - $2.26M
|
772K
$28.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
60.2K+ 4.74% |
$2.04M - $2.2M
|
1.33M
$48.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
55.4K+ 6.68% |
$1.87M - $2.03M
|
885K
$32.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
52.3K+ 284.48% |
$1.77M - $1.91M
|
70.7K
$2.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
48.7K+ 3.66% |
$1.65M - $1.78M
|
1.38M
$50.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
45.7KNew |
$1.54M - $1.67M
|
45.7K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
44.6KNew |
$1.51M - $1.63M
|
44.6K
$1.64M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
43.6K+ 16.4% |
$1.47M - $1.6M
|
309K
$11.4M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
41.5KNew |
$1.4M - $1.52M
|
41.5K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
41K+ 23.77% |
$1.39M - $1.5M
|
213K
$7.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
39.7K+ 30.67% |
$1.34M - $1.45M
|
169K
$6.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.3K+ 8.78% |
$1.3M - $1.4M
|
475K
$17.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
37.3K+ 2.35% |
$1.26M - $1.36M
|
1.62M
$59.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
37KNew |
$1.25M - $1.35M
|
37K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
36KNew |
$1.22M - $1.32M
|
36K
$1.32M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
35.6K+ 57.44% |
$1.2M - $1.3M
|
97.7K
$3.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
35.3KNew |
$1.19M - $1.29M
|
35.3K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
34.7KNew |
$1.17M - $1.27M
|
34.7K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
32.9K+ 36994.38% |
$1.11M - $1.2M
|
33K
$1.21M
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
32KNew |
$1.08M - $1.17M
|
32K
$1.18M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
31.1KNew |
$1.05M - $1.14M
|
31.1K
$1.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
30.5K+ 64.08% |
$1.03M - $1.11M
|
78K
$2.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
29.8K+ 147.32% |
$1.01M - $1.09M
|
50K
$1.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
29.7KNew |
$1M - $1.09M
|
29.7K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
29.1KNew |
$984K - $1.07M
|
29.1K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
28KNew |
$946K - $1.02M
|
28K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27.9K+ 1.52% |
$941K - $1.02M
|
1.86M
$68.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
27.6K+ 199.52% |
$933K - $1.01M
|
41.5K
$1.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
27.5KNew |
$930K - $1.01M
|
27.5K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
26K+ 110.14% |
$877K - $950K
|
49.5K
$1.82M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
23.3KNew |
$786K - $851K
|
23.3K
$854K
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
23.2K+ 11.07% |
$782K - $847K
|
232K
$8.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
22.8KNew |
$769K - $833K
|
22.8K
$836K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
22.7K+ 21.49% |
$766K - $830K
|
128K
$4.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
21.6KNew |
$730K - $790K
|
21.6K
$793K
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
21.3K+ 8.71% |
$720K - $780K
|
266K
$9.77M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
20.1K+ 27.88% |
$678K - $734K
|
92.1K
$3.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
19.4K+ 1149.79% |
$655K - $709K
|
21.1K
$773K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
19.2K+ 4.52% |
$649K - $703K
|
444K
$16.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
18.7KNew |
$631K - $683K
|
18.7K
$686K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
18.4KNew |
$622K - $673K
|
18.4K
$676K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
18.2K+ 66.05% |
$614K - $665K
|
45.7K
$1.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
17.7KNew |
$599K - $649K
|
17.7K
$651K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.2K+ 46.54% |
$583K - $631K
|
54.3K
$1.99M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
16.4K+ 22.3% |
$555K - $601K
|
90.1K
$3.31M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
15.8K+ 15.82% |
$533K - $577K
|
115K
$4.24M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
14.5K+ 21.59% |
$489K - $530K
|
81.5K
$2.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
13.1K+ 42.59% |
$443K - $480K
|
43.9K
$1.61M
|