Purchases and Sales Made in Q4 2023 in Ishares Tr Broad Usd High Yiel (USHY)

USHY Quotes by TradingView

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 $1.47M
Jan 12, 2024 Q4 2023
Independent Wealth Network Inc.

BUY
 -
750
+ 4.79%
$25.3K - $27.4K
16.4K $604K
Feb 09, 2024 Q4 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
718
New
$24.3K - $26.3K
718 $26.5K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

BUY
 -
685
+ 36.0%
$23.1K - $25.1K
2.59K $95.3K
Feb 01, 2024 Q4 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
666
New
$22.5K - $24.4K
666 $24.5K
Feb 06, 2024 Q4 2023
Pacific Capital Wealth Advisors, Inc

BUY
 -
642
New
$21.7K - $23.5K
642 $23.7K
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
633
+ 39.1%
$21.4K - $23.2K
2.25K $83K
Feb 08, 2024 Q4 2023
Bank Of Montreal

Toronto, A6
BUY
 -
576
+ 106.27%
$19.5K - $21.1K
1.12K $41.2K
Jan 29, 2024 Q4 2023
Genesee Capital Advisors, LLC

BUY
 -
525
+ 3.58%
$17.7K - $19.2K
15.2K $559K
Feb 14, 2024 Q4 2023
Creative Planning

Overland Park, KS
BUY
 -
500
+ 0.26%
$16.9K - $18.3K
192K $7.08M
Feb 13, 2024 Q4 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
394
+ 0.29%
$13.3K - $14.4K
137K $5.03M
Feb 09, 2024 Q4 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
377
New
$12.7K - $13.8K
377 $13.9K
Jan 10, 2024 Q4 2023
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
341
+ 4.93%
$11.5K - $12.5K
7.26K $268K
Jan 08, 2024 Q4 2023
Baldwin Brothers LLC

BUY
 -
333
New
$11.3K - $12.2K
333 $12.3K
Jan 08, 2024 Q4 2023
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
327
+ 0.79%
$11K - $12K
41.9K $1.54M
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
295
+ 13.19%
$9.97K - $10.8K
2.53K $93.2K
Jan 24, 2024 Q4 2023
Provident Wealth Management, LLC

BUY
 -
274
+ 1.77%
$9.26K - $10K
15.8K $581K
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
267
New
$9.02K - $9.77K
267 $9.84K
Feb 14, 2024 Q4 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
256
+ 3.82%
$8.65K - $9.37K
6.96K $256K
Jan 24, 2024 Q4 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
225
New
$7.6K - $8.23K
225 $8.29K
Jan 04, 2024 Q4 2023
Peoples Bank/Ks

Pratt, KS
BUY
 -
211
New
$7.13K - $7.72K
211 $7.77K
Feb 14, 2024 Q4 2023
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
196
+ 0.93%
$6.62K - $7.17K
21.2K $780K
Feb 14, 2024 Q4 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
192
+ 1.69%
$6.49K - $7.03K
11.6K $426K
Jan 24, 2024 Q4 2023
Private Trust CO Na

BUY
 -
170
+ 5.04%
$5.74K - $6.22K
3.54K $130K
Feb 14, 2024 Q4 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
149
+ 0.21%
$5.03K - $5.45K
70.8K $2.61M
Mar 01, 2024 Q4 2023
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
146
New
$4.93K - $5.34K
146 $5.38K
Feb 14, 2024 Q4 2023
New England Asset Management Inc

Farmington, CT
BUY
 -
145
+ 0.04%
$4.9K - $5.31K
340K $12.5M
Feb 23, 2024 Q4 2023
Beacon Financial Group

BUY
 -
142
+ 1.31%
$4.8K - $5.2K
10.9K $403K
Jan 16, 2024 Q4 2023
Wolff Wiese Magana LLC

BUY
 -
139
New
$4.7K - $5.09K
139 $5.12K
Feb 12, 2024 Q4 2023
Tag Stone Capital, Inc.

BUY
 -
135
+ 2.23%
$4.56K - $4.94K
6.2K $228K
Jan 02, 2024 Q4 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
121
New
$4.09K - $4.43K
121 $4.46K
Feb 13, 2024 Q4 2023
Aptus Capital Advisors, LLC

BUY
 -
121
New
$4.09K - $4.43K
121 $4.46K
Jan 26, 2024 Q4 2023
G&S Capital LLC

BUY
 -
117
+ 1.77%
$3.95K - $4.28K
6.74K $248K
Jan 12, 2024 Q4 2023
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
114
New
$3.85K - $4.17K
114 $4.2K
Feb 09, 2024 Q4 2023
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
109
New
$3.68K - $3.99K
109 $4.02K
Feb 14, 2024 Q4 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
98
+ 26.56%
$3.31K - $3.59K
467 $17.2K
Jan 30, 2024 Q4 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
93
+ 0.71%
$3.14K - $3.4K
13.3K $488K
Feb 09, 2024 Q4 2023
Tidemark, LLC

San Diego, CA
BUY
 -
90
New
$3.04K - $3.29K
90 $3.32K
Jan 09, 2024 Q4 2023
Beacon Capital Management, LLC

BUY
 -
79
+ 1.45%
$2.67K - $2.89K
5.53K $204K
Feb 02, 2024 Q4 2023
Jackson Hole Capital Partners, LLC

BUY
 -
58
New
$1.96K - $2.12K
58 $2.14K
Jan 29, 2024 Q4 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
51
+ 0.09%
$1.72K - $1.87K
56.6K $2.08M
Feb 12, 2024 Q4 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
50
+ 0.01%
$1.69K - $1.83K
403K $14.8M
Feb 08, 2024 Q4 2023
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
40
New
$1.35K - $1.46K
40 $1.47K
Jan 19, 2024 Q4 2023
Advisor Net Financial, Inc

BUY
 -
38
+ 1.11%
$1.28K - $1.39K
3.47K $128K
Feb 14, 2024 Q4 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
31
+ 1.95%
$1.05K - $1.13K
1.62K $59.6K
Feb 09, 2024 Q4 2023
Sachetta, LLC

Lynnfield, MA
BUY
 -
28
New
$946 - $1.02K
28 $1.03K
Feb 12, 2024 Q4 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
14
+ 1.72%
$473 - $512
826 $30.4K
Jan 16, 2024 Q4 2023
Global Trust Asset Management, LLC

BUY
 -
13
New
$439 - $476
13 $479
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
9
+ 12.33%
$304 - $329
82 $3.02K

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