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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
915+ 84.1% |
$34.6K - $37.7K
|
2K
$73.8K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
884+ 3.26% |
$33.4K - $36.4K
|
28K
$1.03M
|
|
|
May 09, 2022
Q1 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
873+ 2.88% |
$33K - $35.9K
|
31.2K
$1.15M
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
804New |
$30.4K - $33.1K
|
804
$29.6K
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
797+ 2.25% |
$30.1K - $32.8K
|
36.3K
$1.34M
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
645+ 2.03% |
$24.4K - $26.5K
|
32.4K
$1.19M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
552+ 18.72% |
$20.9K - $22.7K
|
3.5K
$129K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
548+ 268.63% |
$20.7K - $22.6K
|
752
$27.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
531New |
$20.1K - $21.9K
|
531
$19.6K
|
|
|
Apr 14, 2022
Q1 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
495+ 2.12% |
$18.7K - $20.4K
|
23.8K
$878K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
450+ 3.74% |
$17K - $18.5K
|
12.5K
$460K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
325New |
$12.3K - $13.4K
|
325
$12K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
320+ 4.63% |
$12.1K - $13.2K
|
7.23K
$266K
|
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
279+ 1.53% |
$10.6K - $11.5K
|
18.5K
$682K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
272+ 1.01% |
$10.3K - $11.2K
|
27.2K
$1M
|
|
|
Apr 11, 2022
Q1 2022
|
Adams Wealth Management
|
BUY
|
- |
243+ 1.79% |
$9.19K - $10K
|
13.8K
$510K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
234New |
$8.85K - $9.63K
|
234
$8.63K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
213+ 36.35% |
$8.06K - $8.77K
|
799
$29.5K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
213New |
$8.06K - $8.77K
|
213
$7.85K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
210+ 196.26% |
$7.94K - $8.64K
|
317
$11.7K
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
201+ 101.01% |
$7.6K - $8.27K
|
400
$14.7K
|
|
|
Apr 26, 2022
Q1 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
196+ 1.22% |
$7.41K - $8.07K
|
16.3K
$600K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
183+ 1.59% |
$6.92K - $7.53K
|
11.7K
$431K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
175+ 144.63% |
$6.62K - $7.2K
|
296
$10.9K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
161New |
$6.09K - $6.63K
|
161
$5.93K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
155+ 2.19% |
$5.86K - $6.38K
|
7.22K
$266K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
122New |
$4.61K - $5.02K
|
122
$4.5K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
108New |
$4.08K - $4.45K
|
108
$3.98K
|
|
|
Apr 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
100+ 0.27% |
$3.78K - $4.12K
|
36.5K
$1.34M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
87New |
$3.29K - $3.58K
|
87
$3.21K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
65+ 500.0% |
$2.46K - $2.68K
|
78
$2.88K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
61+ 610.0% |
$2.31K - $2.51K
|
71
$2.62K
|
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
BUY
|
- |
45+ 0.6% |
$1.7K - $1.85K
|
7.61K
$280K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
35+ 2.37% |
$1.32K - $1.44K
|
1.51K
$55.8K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
30New |
$1.13K - $1.23K
|
30
$1.11K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
25+ 0.86% |
$946 - $1.03K
|
2.92K
$108K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
20New |
$756 - $823
|
20
$737
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
15New |
$567 - $617
|
15
$553
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11+ 0.81% |
$416 - $453
|
1.36K
$50.2K
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
8New |
$303 - $329
|
8
$295
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
6New |
$227 - $247
|
6
$221
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
4New |
$151 - $165
|
4
$147
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 80.0% |
$151 - $165
|
9
$332
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.84% |
$75.6 - $82.3
|
241
$8.88K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 50.0% |
$75.6 - $82.3
|
6
$221
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.19% |
$37.8 - $41.2
|
539
$19.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.38% |
$37.8 - $41.2
|
264
$9.73K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 8.33% |
$37.8 - $41.2
|
13
$479
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1Closed |
$37.8 - $41.2
|
0
$0
|