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 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6+ 2.26% |
$203 - $220
|
271
$9.95K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6New |
$203 - $220
|
6
$220
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6+ 0.25% |
$203 - $220
|
2.43K
$89.1K
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 2.45% |
$135 - $146
|
167
$6.13K
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3New |
$101 - $110
|
3
$110
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.0% |
$33.8 - $36.6
|
1.62M
$59.6M
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5- 0.07% |
$169 - $183
|
7.53K
$276K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-26- 70.27% |
$879 - $951
|
11
$404
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-28- 0.44% |
$946 - $1.02K
|
6.35K
$233K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-28- 10.61% |
$946 - $1.02K
|
236
$8.67K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-31- 17.32% |
$1.05K - $1.13K
|
148
$5.44K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-32- 0.48% |
$1.08K - $1.17K
|
6.57K
$241K
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-36- 0.04% |
$1.22K - $1.32K
|
101K
$3.72M
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-36- 5.88% |
$1.22K - $1.32K
|
576
$21.2K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-38- 13.33% |
$1.28K - $1.39K
|
247
$9.07K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-38- 15.97% |
$1.28K - $1.39K
|
200
$7.35K
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-43- 48.86% |
$1.45K - $1.57K
|
45
$1.65K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-44- 78.57% |
$1.49K - $1.61K
|
12
$441
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-48- 1.05% |
$1.62K - $1.76K
|
4.54K
$167K
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-71- 0.67% |
$2.4K - $2.6K
|
10.5K
$386K
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-77- 21.75% |
$2.6K - $2.82K
|
277
$10.2K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-78- 13.13% |
$2.64K - $2.85K
|
516
$19K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-85- 77.27% |
$2.87K - $3.11K
|
25
$918
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-123- 6.68% |
$4.16K - $4.5K
|
1.72K
$63.1K
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-133- 1.04% |
$4.49K - $4.87K
|
12.6K
$464K
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-143- 1.32% |
$4.83K - $5.23K
|
10.7K
$394K
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-152- 0.05% |
$5.14K - $5.56K
|
306K
$11.2M
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-166- 2.83% |
$5.61K - $6.07K
|
5.7K
$209K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-190- 6.8% |
$6.42K - $6.95K
|
2.61K
$95.7K
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-223- 3.44% |
$7.54K - $8.16K
|
6.25K
$230K
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-230- 3.28% |
$7.77K - $8.42K
|
6.78K
$249K
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-318- 1.02% |
$10.7K - $11.6K
|
30.9K
$1.13M
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-323- 4.66% |
$10.9K - $11.8K
|
6.61K
$243K
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-357- 3.7% |
$12.1K - $13.1K
|
9.29K
$341K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-366- 30.5% |
$12.4K - $13.4K
|
834
$30.6K
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-373- 4.13% |
$12.6K - $13.6K
|
8.65K
$318K
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-378- 6.07% |
$12.8K - $13.8K
|
5.85K
$215K
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-379- 69.41% |
$12.8K - $13.9K
|
167
$6.13K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-399- 7.75% |
$13.5K - $14.6K
|
4.75K
$175K
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-412- 0.16% |
$13.9K - $15.1K
|
259K
$9.5M
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-553- 4.87% |
$18.7K - $20.2K
|
10.8K
$397K
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-600- 6.38% |
$20.3K - $22K
|
8.8K
$323K
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-600- 4.07% |
$20.3K - $22K
|
14.2K
$520K
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-603- 0.25% |
$20.4K - $22.1K
|
237K
$8.7M
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-624- 0.91% |
$21.1K - $22.8K
|
68.1K
$2.5M
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-706- 5.89% |
$23.9K - $25.8K
|
11.3K
$414K
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-780- 4.82% |
$26.4K - $28.5K
|
15.4K
$566K
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-855- 7.54% |
$28.9K - $31.3K
|
10.5K
$385K
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-859- 4.82% |
$29K - $31.4K
|
17K
$623K
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-919- 6.05% |
$31.1K - $33.6K
|
14.3K
$524K
|