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
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-919- 6.05% |
$31.1K - $33.6K
|
14.3K
$524K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.04K- 3.37% |
$35K - $37.9K
|
29.7K
$1.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.12K- 99.91% |
$37.7K - $40.8K
|
1
$36.8
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.13K- 97.66% |
$38K - $41.2K
|
27
$993
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.17K- 7.2% |
$39.6K - $42.9K
|
15.1K
$556K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.26K- 0.8% |
$42.7K - $46.2K
|
157K
$5.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.44K- 13.47% |
$48.7K - $52.7K
|
9.26K
$340K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.5K- 5.4% |
$50.7K - $54.9K
|
26.3K
$966K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.72K- 5.71% |
$58K - $62.8K
|
28.3K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.75K- 85.33% |
$59K - $63.8K
|
300
$11K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.8K- 99.78% |
$60.9K - $66K
|
4
$147
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.83K- 7.63% |
$61.9K - $67K
|
22.2K
$815K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.84K- 3.29% |
$62.2K - $67.3K
|
54.1K
$1.99M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.03K- 27.62% |
$68.7K - $74.4K
|
5.33K
$196K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.04K- 85.28% |
$68.9K - $74.6K
|
352
$12.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-2.38K- 2.05% |
$80.3K - $86.9K
|
114K
$4.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.46K- 0.91% |
$83K - $89.8K
|
267K
$9.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.5K- 15.38% |
$84.5K - $91.5K
|
13.8K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.5K- 15.38% |
$84.5K - $91.5K
|
13.8K
$506K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.51K- 8.25% |
$84.6K - $91.7K
|
27.8K
$1.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.51K- 16.67% |
$84.8K - $91.8K
|
12.6K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.78K- 16.98% |
$93.9K - $102K
|
13.6K
$500K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.79K- 19.07% |
$94.3K - $102K
|
11.8K
$436K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.91K- 27.47% |
$98.4K - $107K
|
7.69K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.2K- 11.06% |
$108K - $117K
|
25.7K
$946K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.28K- 43.71% |
$111K - $120K
|
4.23K
$155K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.37K- 4.79% |
$114K - $123K
|
67K
$2.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-3.51K- 1.78% |
$119K - $128K
|
194K
$7.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.96K- 8.69% |
$134K - $145K
|
41.7K
$1.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4K- 4.08% |
$135K - $146K
|
94K
$3.46M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-4.21K- 11.49% |
$142K - $154K
|
32.4K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-4.74K- 3.42% |
$160K - $174K
|
134K
$4.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-5.13K- 4.46% |
$173K - $188K
|
110K
$4.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-5.6K- 12.37% |
$189K - $205K
|
39.7K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.75K- 47.0% |
$194K - $210K
|
6.49K
$238K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-5.79K- 38.38% |
$196K - $212K
|
9.3K
$342K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.81K- 1.87% |
$196K - $213K
|
306K
$11.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.13K- 13.93% |
$207K - $224K
|
37.9K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-6.56K- 0.37% |
$222K - $240K
|
1.79M
$65.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-7.65K- 1.24% |
$259K - $280K
|
609K
$22.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-7.84K- 15.48% |
$265K - $287K
|
42.8K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-7.87K- 39.85% |
$266K - $288K
|
11.9K
$437K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-8.88K- 0.77% |
$300K - $325K
|
1.14M
$41.9M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-9.74K- 85.22% |
$329K - $356K
|
1.69K
$62.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.7K- 35.44% |
$360K - $390K
|
19.4K
$715K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-10.7K- 34.08% |
$362K - $392K
|
20.7K
$762K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.2K- 15.13% |
$380K - $411K
|
63K
$2.32M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-11.4K- 20.67% |
$386K - $418K
|
43.9K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-11.4K- 50.67% |
$386K - $418K
|
11.1K
$409K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-11.7K- 8.44% |
$396K - $428K
|
127K
$4.67M
|