Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
45.7K+ 1.67% |
$1.57M - $1.65M
|
2.78M
$102M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
BUY
|
- |
42.5K+ 33.57% |
$1.46M - $1.53M
|
169K
$6.2M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
40.9K+ 53.16% |
$1.41M - $1.48M
|
118K
$4.33M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
39.1KNew |
$1.34M - $1.41M
|
39.1K
$1.44M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
37KNew |
$1.27M - $1.34M
|
37K
$1.36M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
34.8KNew |
$1.2M - $1.26M
|
34.8K
$1.28M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
33.6K+ 492.66% |
$1.15M - $1.22M
|
40.4K
$1.49M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30.5K+ 3.48% |
$1.05M - $1.1M
|
906K
$33.3M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
29.8KNew |
$1.02M - $1.08M
|
29.8K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
28.8KNew |
$988K - $1.04M
|
28.8K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
28.3KNew |
$973K - $1.02M
|
28.3K
$1.04M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
27.9K+ 23.94% |
$959K - $1.01M
|
145K
$5.31M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
27.8K+ 23.93% |
$957K - $1.01M
|
144K
$5.3M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.5K+ 3.24% |
$911K - $959K
|
846K
$31.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
26.4K+ 16.21% |
$906K - $954K
|
189K
$6.95M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.4K+ 1.57% |
$906K - $954K
|
1.71M
$62.6M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
24.4K+ 2.28% |
$840K - $884K
|
1.1M
$40.3M
|
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
24.2KNew |
$832K - $876K
|
24.2K
$890K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
23.8K+ 26.57% |
$817K - $860K
|
113K
$4.16M
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
21.9KNew |
$751K - $790K
|
21.9K
$803K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
20.9K+ 16.64% |
$717K - $755K
|
146K
$5.38M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
20K+ 0.32% |
$686K - $722K
|
6.22M
$229M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
19.8K+ 8.7% |
$680K - $716K
|
247K
$9.09M
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
19.5KNew |
$668K - $703K
|
19.5K
$714K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.3K+ 16.74% |
$627K - $660K
|
127K
$4.68M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
18KNew |
$619K - $651K
|
18K
$661K
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
16.1KNew |
$553K - $582K
|
16.1K
$592K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
15.8K+ 55.06% |
$544K - $572K
|
44.6K
$1.64M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
15.6K+ 12.37% |
$535K - $563K
|
141K
$5.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
15.4KNew |
$529K - $556K
|
15.4K
$565K
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
14.4K+ 7.16% |
$495K - $521K
|
216K
$7.92M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.3K+ 109.7% |
$490K - $516K
|
27.3K
$1M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
14.2K+ 24.65% |
$488K - $514K
|
71.8K
$2.64M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
13.5K+ 31.89% |
$462K - $486K
|
55.7K
$2.04M
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
13.4KNew |
$462K - $486K
|
13.4K
$494K
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
13.1K+ 1.0% |
$449K - $473K
|
1.33M
$48.7M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12K+ 41.6% |
$412K - $433K
|
40.8K
$1.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
12K+ 27.38% |
$411K - $433K
|
55.7K
$2.05M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
11.7K+ 30.42% |
$402K - $423K
|
50.2K
$1.84M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
11.6K+ 1.43% |
$397K - $418K
|
823K
$30.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.3K+ 159.41% |
$386K - $407K
|
18.3K
$672K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
11.2KNew |
$383K - $403K
|
11.2K
$410K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11KNew |
$379K - $399K
|
11K
$405K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
11K+ 3.05% |
$378K - $398K
|
372K
$13.7M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
10.9K+ 6.99% |
$376K - $395K
|
167K
$6.14M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
10.5KNew |
$359K - $378K
|
10.5K
$384K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.2K+ 6.22% |
$352K - $370K
|
175K
$6.42M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
10.2KNew |
$351K - $370K
|
10.2K
$376K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.2K+ 49.09% |
$350K - $368K
|
30.9K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
10.1KNew |
$346K - $364K
|
10.1K
$370K
|