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 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
9.85KNew |
$338K - $356K
|
9.85K
$362K
|
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
9.61KNew |
$330K - $348K
|
9.61K
$353K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
9KNew |
$309K - $325K
|
9K
$331K
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
8.93K+ 6.35% |
$307K - $323K
|
150K
$5.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8.59KNew |
$295K - $311K
|
8.59K
$316K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
8.52K+ 18.48% |
$293K - $308K
|
54.6K
$2.01M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.01KNew |
$275K - $289K
|
8.01K
$294K
|
|
|
May 10, 2023
Q1 2023
|
Ppm America Inc
Chicago, IL |
BUY
|
- |
8K+ 2.37% |
$275K - $289K
|
346K
$12.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
7.82KNew |
$268K - $283K
|
7.82K
$287K
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
7.62KNew |
$262K - $275K
|
7.62K
$280K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.61KNew |
$262K - $275K
|
7.61K
$280K
|
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
7.08KNew |
$243K - $256K
|
7.08K
$260K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.83K+ 13.82% |
$235K - $247K
|
56.3K
$2.07M
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
6.81KNew |
$234K - $246K
|
6.81K
$250K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
6.74K+ 39.18% |
$231K - $243K
|
23.9K
$879K
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
6.57KNew |
$226K - $237K
|
6.57K
$241K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.45K+ 47.96% |
$222K - $233K
|
19.9K
$731K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.33KNew |
$217K - $229K
|
6.33K
$232K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.29K+ 5.73% |
$216K - $227K
|
116K
$4.27M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.23K+ 21.9% |
$214K - $225K
|
34.7K
$1.27M
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
6.19K+ 5.89% |
$213K - $224K
|
111K
$4.09M
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
5.86KNew |
$201K - $212K
|
5.86K
$215K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5.76KNew |
$198K - $208K
|
5.76K
$211K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
5.72KNew |
$196K - $207K
|
5.72K
$210K
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
BUY
|
- |
5.68KNew |
$195K - $205K
|
5.68K
$209K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.47K+ 41.47% |
$188K - $198K
|
18.6K
$685K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.9K+ 3.62% |
$168K - $177K
|
140K
$5.15M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.53K+ 4.39% |
$155K - $164K
|
108K
$3.96M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.45K+ 46.8% |
$153K - $161K
|
14K
$513K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.17K+ 11.77% |
$143K - $151K
|
39.5K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.15K+ 5.82% |
$143K - $150K
|
75.5K
$2.77M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.69KNew |
$127K - $133K
|
3.69K
$135K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.54K+ 9.52% |
$122K - $128K
|
40.8K
$1.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
3.47K+ 20.07% |
$119K - $125K
|
20.8K
$762K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.32KNew |
$114K - $120K
|
3.32K
$122K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.26K+ 32.49% |
$112K - $118K
|
13.3K
$489K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.23KNew |
$111K - $117K
|
3.23K
$119K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.14K+ 3.33% |
$108K - $114K
|
97.4K
$3.58M
|
|
|
May 15, 2023
Q1 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
2.97K+ 0.09% |
$102K - $107K
|
3.24M
$119M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.86K+ 10.17% |
$98.4K - $104K
|
31K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.72K+ 0.19% |
$93.4K - $98.3K
|
1.47M
$54M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.62K+ 80.69% |
$90K - $94.7K
|
5.87K
$215K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.22KNew |
$76.3K - $80.3K
|
2.22K
$81.6K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.2KNew |
$75.7K - $79.7K
|
2.2K
$81K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.12K+ 8.89% |
$72.9K - $76.7K
|
26K
$954K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.89KNew |
$64.9K - $68.3K
|
1.89K
$69.4K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.82K+ 0.98% |
$62.5K - $65.8K
|
188K
$6.9M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.69KNew |
$57.9K - $60.9K
|
1.69K
$61.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.68K+ 17.2% |
$57.6K - $60.6K
|
11.4K
$419K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.68KNew |
$57.6K - $60.6K
|
1.68K
$61.6K
|