Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
28.6K+ 11.08% |
$1.08M - $1.18M
|
286K
$10.6M
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
27KNew |
$1.02M - $1.11M
|
27K
$995K
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
26.2K+ 6.38% |
$991K - $1.08M
|
437K
$16.1M
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
24.5K+ 49.02% |
$927K - $1.01M
|
74.5K
$2.75M
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
BUY
|
- |
24.3KNew |
$918K - $1M
|
24.3K
$895K
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22.9KNew |
$868K - $944K
|
22.9K
$846K
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
20.8KNew |
$787K - $856K
|
20.8K
$767K
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
19.2K+ 14.96% |
$728K - $792K
|
148K
$5.45M
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
19.2K+ 3.92% |
$725K - $789K
|
508K
$18.7M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
18.8KNew |
$712K - $775K
|
18.8K
$694K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
18.6K+ 151.99% |
$704K - $766K
|
30.9K
$1.14M
|
|
Apr 26, 2022
Q1 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
18.6K+ 10.23% |
$704K - $766K
|
201K
$7.39M
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
18.3K+ 7.37% |
$691K - $752K
|
266K
$9.82M
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
16.8K+ 2.48% |
$634K - $690K
|
694K
$25.6M
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
16.6KNew |
$626K - $682K
|
16.6K
$611K
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.8KNew |
$597K - $650K
|
15.8K
$582K
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
15.1K+ 18.35% |
$572K - $622K
|
97.5K
$3.59M
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
14.4KNew |
$543K - $591K
|
14.4K
$529K
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
13.6K+ 38.71% |
$514K - $560K
|
48.7K
$1.8M
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
13.3K+ 5.44% |
$503K - $547K
|
258K
$9.5M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
12.7KNew |
$481K - $523K
|
12.7K
$469K
|
|
May 16, 2022
Q1 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
12.3KNew |
$464K - $505K
|
12.3K
$453K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12K+ 69.27% |
$452K - $492K
|
29.2K
$1.08M
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
11.9K+ 23.25% |
$450K - $490K
|
63.1K
$2.33M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
11.9KNew |
$449K - $488K
|
11.9K
$437K
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
11.7K+ 13.15% |
$444K - $483K
|
101K
$3.72M
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
11.6KNew |
$438K - $477K
|
11.6K
$427K
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
11.5KNew |
$434K - $472K
|
11.5K
$423K
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.2K+ 100.51% |
$425K - $462K
|
22.4K
$826K
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.9K+ 9.44% |
$410K - $447K
|
126K
$4.64M
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
9.67KNew |
$366K - $398K
|
9.67K
$356K
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
9.63KNew |
$364K - $396K
|
9.63K
$355K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.63K+ 29.93% |
$364K - $396K
|
41.8K
$1.54M
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
9.63KNew |
$364K - $396K
|
9.63K
$355K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.23K+ 14.85% |
$349K - $380K
|
71.4K
$2.63M
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
9.02K+ 7.04% |
$341K - $371K
|
137K
$5.05M
|
|
Apr 29, 2022
Q1 2022
|
Retirement Solution Inc.
|
BUY
|
- |
8.99KNew |
$340K - $370K
|
8.99K
$331K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.06K+ 36.26% |
$305K - $332K
|
30.3K
$1.12M
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.33K+ 131.86% |
$277K - $302K
|
12.9K
$475K
|
|
Apr 11, 2022
Q1 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
7.17K+ 13.46% |
$271K - $295K
|
60.5K
$2.23M
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
6.87K+ 16.32% |
$260K - $283K
|
48.9K
$1.8M
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
BUY
|
- |
6.8KNew |
$257K - $280K
|
6.8K
$251K
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.67K+ 135.27% |
$252K - $274K
|
11.6K
$427K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.56K+ 3.9% |
$248K - $270K
|
175K
$6.45M
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
6.25K+ 192.84% |
$236K - $257K
|
9.49K
$350K
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.19KNew |
$234K - $255K
|
6.19K
$228K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.1KNew |
$231K - $251K
|
6.1K
$225K
|
|
Apr 13, 2022
Q1 2022
|
Unison Advisors LLC
|
BUY
|
- |
5.93K+ 38.27% |
$224K - $244K
|
21.4K
$789K
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.91KNew |
$223K - $243K
|
5.91K
$218K
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.89KNew |
$223K - $243K
|
5.89K
$217K
|