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 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
854+ 2.19% |
$28.9K - $31.2K
|
39.9K
$1.48M
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
750+ 4.79% |
$25.3K - $27.4K
|
16.4K
$609K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
718New |
$24.3K - $26.3K
|
718
$26.7K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
685+ 36.0% |
$23.1K - $25.1K
|
2.59K
$96.1K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
666New |
$22.5K - $24.4K
|
666
$24.7K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
642New |
$21.7K - $23.5K
|
642
$23.9K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
633+ 39.1% |
$21.4K - $23.2K
|
2.25K
$83.7K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
576+ 106.27% |
$19.5K - $21.1K
|
1.12K
$41.5K
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
525+ 3.58% |
$17.7K - $19.2K
|
15.2K
$564K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
500+ 0.26% |
$16.9K - $18.3K
|
192K
$7.14M
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
431New |
$14.6K - $15.8K
|
431
$16K
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
394+ 0.29% |
$13.3K - $14.4K
|
137K
$5.07M
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
377New |
$12.7K - $13.8K
|
377
$14K
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
341+ 4.93% |
$11.5K - $12.5K
|
7.26K
$270K
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
333New |
$11.3K - $12.2K
|
333
$12.4K
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
327+ 0.79% |
$11K - $12K
|
41.9K
$1.56M
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
295+ 13.19% |
$9.97K - $10.8K
|
2.53K
$94K
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
274+ 1.77% |
$9.26K - $10K
|
15.8K
$586K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
267New |
$9.02K - $9.77K
|
267
$9.92K
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
256+ 3.82% |
$8.65K - $9.37K
|
6.96K
$259K
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
225New |
$7.6K - $8.23K
|
225
$8.36K
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
211New |
$7.13K - $7.72K
|
211
$7.84K
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
196+ 0.93% |
$6.62K - $7.17K
|
21.2K
$787K
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
192+ 1.69% |
$6.49K - $7.03K
|
11.6K
$430K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
170+ 5.04% |
$5.74K - $6.22K
|
3.54K
$132K
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
149+ 0.21% |
$5.03K - $5.45K
|
70.8K
$2.63M
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
146New |
$4.93K - $5.34K
|
146
$5.42K
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
145+ 0.04% |
$4.9K - $5.31K
|
340K
$12.6M
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
142+ 1.31% |
$4.8K - $5.2K
|
10.9K
$407K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
139New |
$4.7K - $5.09K
|
139
$5.16K
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
135+ 2.23% |
$4.56K - $4.94K
|
6.2K
$230K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
121New |
$4.09K - $4.43K
|
121
$4.5K
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
121New |
$4.09K - $4.43K
|
121
$4.5K
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
117+ 1.77% |
$3.95K - $4.28K
|
6.74K
$250K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
114New |
$3.85K - $4.17K
|
114
$4.24K
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
109New |
$3.68K - $3.99K
|
109
$4.05K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
98+ 26.56% |
$3.31K - $3.59K
|
467
$17.3K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
93+ 0.71% |
$3.14K - $3.4K
|
13.3K
$492K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
90New |
$3.04K - $3.29K
|
90
$3.34K
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
79+ 1.45% |
$2.67K - $2.89K
|
5.53K
$206K
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
58New |
$1.96K - $2.12K
|
58
$2.15K
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
51+ 0.09% |
$1.72K - $1.87K
|
56.6K
$2.1M
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
50+ 0.01% |
$1.69K - $1.83K
|
403K
$15M
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
40New |
$1.35K - $1.46K
|
40
$1.49K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
38+ 1.11% |
$1.28K - $1.39K
|
3.47K
$129K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
31+ 1.95% |
$1.05K - $1.13K
|
1.62K
$60.1K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
28New |
$946 - $1.02K
|
28
$1.04K
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
14+ 1.72% |
$473 - $512
|
826
$30.7K
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
13New |
$439 - $476
|
13
$483
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
9+ 12.33% |
$304 - $329
|
82
$3.05K
|